Montis Financial, LLC Technology Sector Spdr Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Montis Financial, LLC holds 1,559 shares of XLK stock, worth $449,225. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,559
Previous 2,364 34.05%
Holding current value
$449,225
Previous $598,000 26.59%
% of portfolio
0.1%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$250.97 - $282.66 $202,030 - $227,541
-805 Reduced 34.05%
1,559 $439,000
Q2 2025

Jul 17, 2025
BUY
$179.73 - $253.23 $143,244 - $201,824
797 Added 50.86%
2,364 $598,000
Q1 2025

May 02, 2025
BUY
$206.38 - $242.18 $323,397 - $379,496
1,567 New
1,567 $323,000

Others Institutions Holding XLK

# of Institutions
2,612
Shares Held
183M
Call Options Held
9.53M
Put Options Held
14.1M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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