Shira Ridge Wealth Management Technology Sector Spdr Transaction History
Shira Ridge Wealth Management
- $236 Billion
- Q3 2025
A detailed history of Shira Ridge Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 865 shares of XLK stock, worth $249,249. This represents 0.1% of its overall portfolio holdings.
Number of Shares
865
Previous 867
0.23%
Holding current value
$249,249
Previous $220 Million
11.05%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,614Shares Held
183MCall Options Held
9.54MPut Options Held
14.6M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio