Spartan Planning & Wealth Management Select Sector Spdr Tr Communic Transaction History
Spartan Planning & Wealth Management
- $123 Million
- Q3 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 2,942 shares of XLC stock, worth $327,532. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,942
Previous 3,038
3.16%
Holding current value
$327,532
Previous $329,000
5.78%
% of portfolio
0.28%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding XLC
# of Institutions
1,306Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio