Summit Financial Consulting LLC Technology Sector Spdr Transaction History
Summit Financial Consulting LLC
- $111 Billion
- Q2 2025
A detailed history of Summit Financial Consulting LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Summit Financial Consulting LLC holds 3,228 shares of XLK stock, worth $858,389. This represents 0.73% of its overall portfolio holdings.
Number of Shares
3,228
Previous 4,254
24.12%
Holding current value
$858,389
Previous $878 Million
6.94%
% of portfolio
0.73%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding XLK
# of Institutions
2,469Shares Held
282MCall Options Held
9.05MPut Options Held
14.8M-
Kingstone Capital Partners Texas, LLC Frisco, TX101MShares$26.9 Billion3.09% of portfolio
-
Bank Of America Corp Charlotte, NC12.9MShares$3.42 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA11.1MShares$2.96 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.82MShares$2.61 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.39MShares$1.97 Billion0.62% of portfolio