Sage View Advisory Group, LLC Technology Sector Spdr Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 2,598 shares of XLK stock, worth $739,598. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,598
Previous 2,981
12.85%
Holding current value
$739,598
Previous $615 Million
11.47%
% of portfolio
0.03%
Previous 0.03%
Shares
11 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