Adams Wealth Management Technology Sector Spdr Transaction History
Adams Wealth Management
- $420 Million
- Q3 2025
A detailed history of Adams Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Adams Wealth Management holds 29,231 shares of XLK stock, worth $8.42 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
29,231
Previous 23,604
23.84%
Holding current value
$8.42 Million
Previous $5.98 Million
37.85%
% of portfolio
1.96%
Previous 1.26%
Shares
7 transactions
Others Institutions Holding XLK
# of Institutions
2,610Shares Held
183MCall Options Held
9.54MPut Options Held
14.6M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
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Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio