Wealth Plan Investment Management, LLC Technology Sector Spdr Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 3,801 shares of XLK stock, worth $1.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,801

Previous 3,412 11.4%

Holding current value

$1.1 Million

Previous $864,000 23.96%

% of portfolio

0.08%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$250.97 - $282.66 $97,627 - $109,954	389 Added 11.4%	3,801 $1.07 Million
Q2 2025 Jul 28, 2025	BUY	$179.73 - $253.23 $16,894 - $23,803	94 Added 2.83%	3,412 $864,000
Q1 2025 May 09, 2025	BUY	$206.38 - $242.18 $86,679 - $101,715	420 Added 14.49%	3,318 $685,000
Q4 2024 Jan 30, 2025	BUY	$220.26 - $241.44 $272,681 - $298,902	1,238 Added 74.58%	2,898 $673,000
Q3 2024 Nov 05, 2024	BUY	$197.34 - $237.68 $139,322 - $167,802	706 Added 74.0%	1,660 $374,000

Q2 2024 Aug 09, 2024	BUY	$192.53 - $231.41 $183,673 - $220,765	954 New	954 $215,000
Q3 2023 Nov 09, 2023	BUY	$161.97 - $180.26 $498,543 - $554,840	3,078 Added 1900.0%	3,240 $531,000
Q2 2023 Aug 14, 2023	SELL	$143.97 - $174.63 $63,058 - $76,487	-438 Reduced 73.0%	162 $28,000
Q2 2023 Jul 25, 2023	BUY	$143.97 - $174.63 $50,533 - $61,295	351 Added 140.96%	600 $104,000
Q1 2023 May 08, 2023	SELL	$121.18 - $151.01 $376,021 - $468,584	-3,103 Reduced 92.57%	249 $37,000
Q4 2022 Feb 15, 2023	BUY	$116.56 - $136.15 $53,734 - $62,765	461 Added 15.95%	3,352 $417,000
Q3 2022 Dec 12, 2022	SELL	$118.78 - $151.56 $80,057 - $102,151	-674 Reduced 18.91%	2,891 $375,000
Q1 2022 Sep 07, 2022	BUY	$141.39 - $175.52 $504,055 - $625,728	3,565 New	3,565 $504,000

Others Institutions Holding XLK

# of Institutions

2,643

Shares Held

193M

Call Options Held

9.53M

Put Options Held

14.1M

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Wealth Plan Investment Management, LLC Technology Sector Spdr Transaction History