Xcel Wealth Management, LLC Technology Sector Spdr Transaction History

Xcel Wealth Management, LLC

$364 Million
Q3 2025

A detailed history of Xcel Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 4,928 shares of XLK stock, worth $1.42 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

4,928

Previous 4,573 7.76%

Holding current value

$1.42 Million

Previous $1.16 Million 19.95%

% of portfolio

0.38%

Previous 0.35%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$250.97 - $282.66 $89,094 - $100,344	355 Added 7.76%	4,928 $1.39 Million
Q2 2025 Jul 15, 2025	BUY	$179.73 - $253.23 $55,716 - $78,501	310 Added 7.27%	4,573 $1.16 Million
Q1 2025 Apr 28, 2025	SELL	$206.38 - $242.18 $1,651 - $1,937	-8 Reduced 0.19%	4,263 $880,000
Q4 2024 Feb 05, 2025	BUY	$220.26 - $241.44 $10,572 - $11,589	48 Added 1.14%	4,271 $993,000
Q3 2024 Oct 21, 2024	BUY	$197.34 - $237.68 $394 - $475	2 Added 0.05%	4,223 $953,000

Q2 2024 Jul 23, 2024	BUY	$192.53 - $231.41 $83,750 - $100,663	435 Added 11.49%	4,221 $954,000
Q1 2024 Apr 22, 2024	BUY	$184.12 - $211.02 $57,997 - $66,471	315 Added 9.08%	3,786 $788,000
Q4 2023 Jan 29, 2024	BUY	$160.19 - $193.07 $22,106 - $26,643	138 Added 4.14%	3,471 $668,000
Q3 2023 Oct 17, 2023	BUY	$161.97 - $180.26 $191,610 - $213,247	1,183 Added 55.02%	3,333 $546,000
Q2 2023 Jul 26, 2023	BUY	$143.97 - $174.63 $309,535 - $375,454	2,150 New	2,150 $373,000

Others Institutions Holding XLK

# of Institutions

2,614

Shares Held

185M

Call Options Held

9.53M

Put Options Held

14.1M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Xcel Wealth Management, LLC Technology Sector Spdr Transaction History