Spartan Planning & Wealth Management Technology Sector Spdr Transaction History
Spartan Planning & Wealth Management
- $123 Million
- Q3 2025
A detailed history of Spartan Planning & Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 4,371 shares of XLK stock, worth $1.26 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
4,371
Previous 4,433
1.4%
Holding current value
$1.26 Million
Previous $1.12 Million
9.8%
% of portfolio
1.0%
Previous 1.0%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,610Shares 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