Planwiser Financial, LLC Technology Sector Spdr Transaction History

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Planwiser Financial, LLC holds 8,828 shares of XLK stock, worth $2.54 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
8,828
Previous 11,582 23.78%
Holding current value
$2.54 Million
Previous $3.06 Billion 12.86%
% of portfolio
2.12%
Previous 2.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$250.97 - $282.66 $691,171 - $778,445
-2,754 Reduced 23.78%
8,828 $2.67 Billion
Q2 2025

Aug 13, 2025
BUY
$179.73 - $253.23 $2.08 Million - $2.93 Million
11,582 New
11,582 $3.06 Billion

Others Institutions Holding XLK

# of Institutions
2,612
Shares Held
184M
Call Options Held
9.53M
Put Options Held
14.1M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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