Cfc Planning CO LLC Technology Sector Spdr Transaction History

Cfc Planning CO LLC

$122 Billion
Q3 2025

A detailed history of Cfc Planning CO LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Cfc Planning CO LLC holds 9,418 shares of XLK stock, worth $2.68 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

9,418

Holding current value

$2.68 Million

% of portfolio

2.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$250.97 - $282.66 $2.36 Million - $2.66 Million	9,418 New	9,418 $2.65 Billion

Others Institutions Holding XLK

# of Institutions

2,551

Shares Held

183M

Call Options Held

9.76M

Put Options Held

15.4M

Bank Of America Corp Charlotte, NC

12.9M
Shares

$3.68 Billion
0.25% of portfolio
Morgan Stanley New York, NY

12M
Shares

$3.41 Billion
0.2% of portfolio
Wells Fargo & Company San Francisco, CA

11.2M
Shares

$3.19 Billion
0.61% of portfolio
Lpl Financial LLC Fort Mill, SC

7.58M
Shares

$2.16 Billion
0.68% of portfolio
Envestnet Asset Management Inc

5.53M
Shares

$1.58 Billion
0.43% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Cfc Planning CO LLC Technology Sector Spdr Transaction History