Ibex Wealth Advisors Technology Sector Spdr Transaction History
Ibex Wealth Advisors
- $995 Million
- Q3 2025
A detailed history of Ibex Wealth Advisors transactions in Technology Sector Spdr stock. As of the latest transaction made, Ibex Wealth Advisors holds 14,359 shares of XLK stock, worth $4.14 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
14,359
Previous 14,434
0.52%
Holding current value
$4.14 Million
Previous $3.66 Million
10.73%
% of portfolio
0.41%
Previous 0.41%
Shares
16 transactions
Others Institutions Holding XLK
# of Institutions
2,612Shares Held
184MCall Options Held
9.53MPut Options Held
14.1M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio