Joel Adams & Associates, Inc. Technology Sector Spdr Transaction History
Joel Adams & Associates, Inc.
- $113 Billion
- Q2 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 1,275 shares of XLK stock, worth $354,947. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,275
Previous 1,275
-0.0%
Holding current value
$354,947
Previous $263 Million
22.64%
% of portfolio
0.29%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,503Shares Held
285MCall Options Held
9.76MPut Options Held
15.4M-
Kingstone Capital Partners Texas, LLC Frisco, TX101MShares$28.1 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.9MShares$3.6 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.34 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.12 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.11 Billion0.68% of portfolio