Straight Path Wealth Management Technology Sector Spdr Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 2025
A detailed history of Straight Path Wealth Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Straight Path Wealth Management holds 1,294 shares of XLK stock, worth $372,866. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,294
Previous 1,293
0.08%
Holding current value
$372,866
Previous $327,000
11.31%
% of portfolio
0.1%
Previous 0.12%
Shares
6 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