Montis Financial, LLC Technology Sector Spdr Transaction History

Montis Financial, LLC

$338 Million
Q1 2025

A detailed history of Montis Financial, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Montis Financial, LLC holds 1,567 shares of XLK stock, worth $366,928. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,567

Holding current value

$366,928

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$206.38 - $242.18 $323,397 - $379,496	1,567 New	1,567 $323,000

Others Institutions Holding XLK

# of Institutions

2,406

Shares Held

177M

Call Options Held

9.73M

Put Options Held

15.2M

Bank Of America Corp Charlotte, NC

12.9M
Shares

$3.02 Billion
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

11.1M
Shares

$2.61 Billion
0.54% of portfolio
Morgan Stanley New York, NY

9.82M
Shares

$2.3 Billion
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

7.39M
Shares

$1.73 Billion
0.62% of portfolio
Ubs Group Ag

5.37M
Shares

$1.26 Billion
0.21% of portfolio

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Montis Financial, LLC Technology Sector Spdr Transaction History