Punch & Associates Investment Management, Inc. Technology Sector Spdr Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$147.91 - $159.7 $12,572 - $13,574	-85 Closed	0 $0
Q1 2021 May 18, 2021	BUY	$125.83 - $138.59 $10,695 - $11,780	85 New	85 $11,000

Others Institutions Holding XLK

# of Institutions

2,239

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.95 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.51 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.25 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.63 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.28 Billion
0.33% of portfolio

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About TECHNOLOGY SECTOR SPDR

Ticker XLK
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