Wescott Financial Advisory Group, LLC Technology Sector Spdr Transaction History

Wescott Financial Advisory Group, LLC

$995 Million
Q3 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,120 shares of XLK stock, worth $322,728. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,120

Previous 918 22.0%

Holding current value

$322,728

Previous $232,000 35.78%

% of portfolio

0.03%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$250.97 - $282.66 $50,695 - $57,097	202 Added 22.0%	1,120 $315,000
Q2 2025 Aug 11, 2025	BUY	$179.73 - $253.23 $164,992 - $232,465	918 New	918 $232,000
Q4 2024 Feb 12, 2025	SELL	$220.26 - $241.44 $285,677 - $313,147	-1,297 Reduced 57.29%	967 $224,000
Q3 2024 Nov 12, 2024	SELL	$197.34 - $237.68 $120,574 - $145,222	-611 Reduced 21.25%	2,264 $511,000
Q2 2024 Aug 14, 2024	BUY	$192.53 - $231.41 $962 - $1,157	5 Added 0.17%	2,875 $650,000

Q1 2024 May 13, 2024	BUY	$184.12 - $211.02 $920 - $1,055	5 Added 0.17%	2,870 $597,000
Q4 2023 Feb 13, 2024	BUY	$160.19 - $193.07 $961 - $1,158	6 Added 0.21%	2,865 $551,000
Q3 2023 Nov 09, 2023	BUY	$161.97 - $180.26 $971 - $1,081	6 Added 0.21%	2,859 $468,000
Q2 2023 Aug 11, 2023	BUY	$143.97 - $174.63 $863 - $1,047	6 Added 0.21%	2,853 $496,000
Q1 2023 May 10, 2023	BUY	$121.18 - $151.01 $4,362 - $5,436	36 Added 1.28%	2,847 $429,000
Q4 2022 Feb 06, 2023	BUY	$116.56 - $136.15 $932 - $1,089	8 Added 0.29%	2,811 $349,000
Q3 2022 Nov 14, 2022	BUY	$118.78 - $151.56 $3,444 - $4,395	29 Added 1.05%	2,803 $333,000
Q2 2022 Jul 28, 2022	BUY	$123.49 - $161.47 $864 - $1,130	7 Added 0.25%	2,774 $353,000
Q1 2022 May 16, 2022	BUY	$141.39 - $175.52 $391,226 - $485,663	2,767 New	2,767 $440,000

Others Institutions Holding XLK

# of Institutions

2,652

Shares Held

208M

Call Options Held

9.85M

Put Options Held

14.3M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Wescott Financial Advisory Group, LLC Technology Sector Spdr Transaction History