Spartan Planning & Wealth Management Select Sector Spdr Tr Communic Transaction History
Spartan Planning & Wealth Management
- $112 Million
- Q2 2025
A detailed history of Spartan Planning & Wealth Management transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 3,038 shares of XLC stock, worth $353,592. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,038
Previous 3,109
2.28%
Holding current value
$353,592
Previous $297,000
10.77%
% of portfolio
0.29%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding XLC
# of Institutions
1,262Shares Held
354MCall Options Held
1.76MPut Options Held
2.1M-
Kingstone Capital Partners Texas, LLC Frisco, TX150MShares$17.5 Billion1.84% of portfolio
-
Bank Of America Corp Charlotte, NC43.9MShares$5.11 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.21 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.13 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$989 Million0.28% of portfolio