Worth Financial Advisory Group, LLC Technology Sector Spdr Transaction History
Worth Financial Advisory Group, LLC
- $163 Billion
- Q2 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 2,810 shares of XLK stock, worth $799,950. This represents 0.44% of its overall portfolio holdings.
Number of Shares
2,810
Previous 2,911
3.47%
Holding current value
$799,950
Previous $601 Million
18.39%
% of portfolio
0.44%
Previous 0.38%
Shares
10 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