Shepherd Financial Partners LLC Technology Sector Spdr Transaction History
Shepherd Financial Partners LLC
- $976 Million
- Q3 2025
A detailed history of Shepherd Financial Partners LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 42,775 shares of XLK stock, worth $12.3 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
42,775
Previous 42,651
0.29%
Holding current value
$12.3 Million
Previous $10.8 Million
11.63%
% of portfolio
1.24%
Previous 1.2%
Shares
33 transactions
Others Institutions Holding XLK
# of Institutions
2,612Shares Held
183MCall 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