Roberts Wealth Advisors, LLC Technology Sector Spdr Transaction History
Roberts Wealth Advisors, LLC
- $354 Million
- Q3 2025
A detailed history of Roberts Wealth Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 13,263 shares of XLK stock, worth $3.78 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
13,263
Previous 13,371
0.81%
Holding current value
$3.78 Million
Previous $3.39 Million
10.43%
% of portfolio
1.05%
Previous 1.04%
Shares
17 transactions
Others Institutions Holding XLK
# of Institutions
2,518Shares Held
184MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio