David Katz Technology Sector Spdr Transaction History
Matrix Asset Advisors Inc
- $929 Million
- Q2 2025
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Technology Sector Spdr stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 1,150 shares of XLK stock, worth $301,288. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,150
Previous 1,150
-0.0%
Holding current value
$301,288
Previous $237,000
22.78%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,450Shares Held
279MCall Options Held
9.73MPut Options Held
15.2M-
Kingstone Capital Partners Texas, LLC Frisco, TX101MShares$26.5 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.9MShares$3.37 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.92 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.57 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.94 Billion0.62% of portfolio