Schmidt P J Investment Management Inc Technology Sector Spdr Transaction History
Schmidt P J Investment Management Inc
- $562 Million
- Q2 2025
A detailed history of Schmidt P J Investment Management Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 4,723 shares of XLK stock, worth $1.34 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,723
Previous 4,723
-0.0%
Holding current value
$1.34 Million
Previous $975,000
22.67%
% of portfolio
0.21%
Previous 0.18%
Shares
9 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