Lutz Financial Services LLC Technology Sector Spdr Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 06, 2019	SELL	N/A	-6,327 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	6,327 New	6,327 $477,000

Others Institutions Holding XLK

# of Institutions

2,239

Shares Held

168M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.89 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.46 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.2 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.6 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.26 Billion
0.33% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
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