Peterson Wealth Management Select Sector Spdr Tr Communic Transaction History
Peterson Wealth Management
- $141 Million
- Q3 2025
A detailed history of Peterson Wealth Management transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Peterson Wealth Management holds 28,422 shares of XLC stock, worth $3.16 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
28,422
Previous 35,842
20.7%
Holding current value
$3.16 Million
Previous $3.89 Million
13.5%
% of portfolio
2.38%
Previous 2.33%
Shares
20 transactions
Others Institutions Holding XLC
# of Institutions
1,300Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio