Inves Trust Technology Sector Spdr Transaction History

Inves Trust

$259 Billion
Q2 2025

A detailed history of Inves Trust transactions in Technology Sector Spdr stock. As of the latest transaction made, Inves Trust holds 1,020 shares of XLK stock, worth $268,555. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,020

Previous 1,020 -0.0%

Holding current value

$268,555

Previous $211 Million 22.64%

% of portfolio

0.1%

Previous 0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 08, 2025	BUY	$220.26 - $241.44 $224,665 - $246,268	1,020 New	1,020 $239 Million

Others Institutions Holding XLK

# of Institutions

2,467

Shares Held

281M

Call Options Held

9.05M

Put Options Held

14.7M

Kingstone Capital Partners Texas, LLC Frisco, TX

101M
Shares

$26.6 Billion
3.09% of portfolio
Bank Of America Corp Charlotte, NC

12.9M
Shares

$3.39 Billion
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

11.1M
Shares

$2.93 Billion
0.54% of portfolio
Morgan Stanley New York, NY

9.82M
Shares

$2.59 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

7.39M
Shares

$1.95 Billion
0.62% of portfolio

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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