Lm Advisors LLC Technology Sector Spdr Transaction History

Lm Advisors LLC

$555 Million
Q1 2025

A detailed history of Lm Advisors LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Lm Advisors LLC holds 1,090 shares of XLK stock, worth $289,852. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,090

Holding current value

$289,852

% of portfolio

0.04%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$206.38 - $242.18 $224,954 - $263,976	1,090 New	1,090 $225,000
Q4 2023 Feb 14, 2024	BUY	$160.19 - $193.07 $22,426 - $27,029	140 New	140 $26.9 Million

Others Institutions Holding XLK

# of Institutions

2,469

Shares Held

287M

Call Options Held

9.06M

Put Options Held

14.8M

Kingstone Capital Partners Texas, LLC Frisco, TX

101M
Shares

$26.9 Billion
3.09% of portfolio
Bank Of America Corp Charlotte, NC

12.9M
Shares

$3.42 Billion
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

11.1M
Shares

$2.96 Billion
0.54% of portfolio
Morgan Stanley New York, NY

9.82M
Shares

$2.61 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

7.58M
Shares

$2.02 Billion
0.68% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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