Moneywise, Inc. Technology Sector Spdr Transaction History

Moneywise, Inc.

$199 Million
Q2 2025

A detailed history of Moneywise, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Moneywise, Inc. holds 17,271 shares of XLK stock, worth $4.92 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares

17,271

Holding current value

$4.92 Million

% of portfolio

2.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 15, 2025	BUY	$179.73 - $253.23 $3.1 Million - $4.37 Million	17,271 New	17,271 $4.37 Million

Others Institutions Holding XLK

# of Institutions

2,494

Shares Held

285M

Call Options Held

9.76M

Put Options Held

15.4M

Kingstone Capital Partners Texas, LLC Frisco, TX

101M
Shares

$28.8 Billion
3.09% of portfolio
Bank Of America Corp Charlotte, NC

12.9M
Shares

$3.68 Billion
0.25% of portfolio
Morgan Stanley New York, NY

12M
Shares

$3.41 Billion
0.2% of portfolio
Wells Fargo & Company San Francisco, CA

11.2M
Shares

$3.19 Billion
0.61% of portfolio
Lpl Financial LLC Fort Mill, SC

7.58M
Shares

$2.16 Billion
0.68% of portfolio

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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