W.G. Shaheen & Associates Dba Whitney & CO Technology Sector Spdr Transaction History
W.G. Shaheen & Associates Dba Whitney & CO
- $963 Million
- Q2 2025
A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Technology Sector Spdr stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 5,716 shares of XLK stock, worth $1.63 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,716
Previous 5,771
0.95%
Holding current value
$1.63 Million
Previous $1.19 Million
21.49%
% of portfolio
0.15%
Previous 0.13%
Shares
27 transactions
Others Institutions Holding XLK
# of Institutions
2,518Shares Held
184MCall Options Held
9.76MPut Options Held
15.4M-
Bank Of America Corp Charlotte, NC12.9MShares$3.68 Billion0.25% of portfolio
-
Morgan Stanley New York, NY12MShares$3.41 Billion0.2% of portfolio
-
Wells Fargo & Company San Francisco, CA11.2MShares$3.19 Billion0.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$2.16 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.53MShares$1.58 Billion0.43% of portfolio