Worth Pointe, LLC Technology Sector Spdr Transaction History

Worth Pointe, LLC

$235 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$184.12 - $211.02 $684,558 - $784,572	3,718 New	3,718 $774,000
Q2 2023 Aug 11, 2023	BUY	$143.97 - $174.63 $601,218 - $729,254	4,176 New	4,176 $726,000

Others Institutions Holding XLK

# of Institutions

2,239

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

Bank Of America Corp Charlotte, NC

12.6M
Shares

$2.96 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

10.7M
Shares

$2.52 Billion
0.56% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$2.26 Billion
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

7M
Shares

$1.64 Billion
0.72% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.5M
Shares

$1.29 Billion
0.33% of portfolio

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
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