Peterson Wealth Management Technology Sector Spdr Transaction History
Peterson Wealth Management
- $167 Million
- Q2 2025
A detailed history of Peterson Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Peterson Wealth Management holds 1,257 shares of XLK stock, worth $362,204. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,257
Previous 28,474
95.59%
Holding current value
$362,204
Previous $5.88 Million
94.59%
% of portfolio
0.19%
Previous 3.99%
Shares
23 transactions
Others Institutions Holding XLK
# of Institutions
2,612Shares Held
183MCall Options Held
9.54MPut Options Held
14.6M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio