Wallace Advisory Group, LLC Technology Sector Spdr Transaction History

Wallace Advisory Group, LLC

$145 Billion
Q4 2024

A detailed history of Wallace Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 913 shares of XLK stock, worth $220,781. This represents 0.14% of its overall portfolio holdings.

Number of Shares

913

Holding current value

$220,781

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$220.26 - $241.44 $201,097 - $220,434	913 New	913 $206 Million

Others Institutions Holding XLK

# of Institutions

2,265

Shares Held

170M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$3.05 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.6 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.33 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.69 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.33 Billion
0.33% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Wallace Advisory Group, LLC Technology Sector Spdr Transaction History