Kozak & Associates, Inc. Technology Sector Spdr Transaction History

Kozak & Associates, Inc.

$430 Million
Q4 2024

A detailed history of Kozak & Associates, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 47 shares of XLK stock, worth $11,365. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$11,365

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 06, 2025	BUY	$220.26 - $241.44 $10,352 - $11,347	47 New	47 $10,000

Others Institutions Holding XLK

# of Institutions

2,265

Shares Held

170M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$3.05 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.6 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.33 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.69 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.33 Billion
0.33% of portfolio

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Kozak & Associates, Inc. Technology Sector Spdr Transaction History