Ptm Wealth Management, LLC Technology Sector Spdr Transaction History

Ptm Wealth Management, LLC

  • $151 Billion
  • Q2 2025

A detailed history of Ptm Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 85,781 shares of XLK stock, worth $22.8 Million. This represents 14.59% of its overall portfolio holdings.

Number of Shares
85,781
Previous 78,773 8.9%
Holding current value
$22.8 Million
Previous $14.2 Billion 55.69%
% of portfolio
14.59%
Previous 14.89%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$179.73 - $253.23 $1.26 Million - $1.77 Million
7,008 Added 8.9%
85,781 $22 Billion
Q1 2025

May 07, 2025
BUY
$206.38 - $242.18 $16.3 Million - $19.1 Million
78,773 New
78,773 $14.2 Billion

Others Institutions Holding XLK

# of Institutions
2,464
Shares Held
282M
Call Options Held
9.05M
Put Options Held
14.7M
View Full List

About TECHNOLOGY SECTOR SPDR

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