Institute For Wealth Management, Llc. Technology Sector Spdr Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
A detailed history of Institute For Wealth Management, Llc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 21,214 shares of XLK stock, worth $6.04 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
21,214
Previous 21,622
1.89%
Holding current value
$6.04 Million
Previous $5.48 Million
9.21%
% of portfolio
0.64%
Previous 0.63%
Shares
35 transactions
Others Institutions Holding XLK
# of Institutions
2,523Shares Held
184MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio