Sterling Group Wealth Management, LLC Technology Sector Spdr Transaction History
Sterling Group Wealth Management, LLC
- $191 Million
- Q4 2025
A detailed history of Sterling Group Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 2,256 shares of XLK stock, worth $650,066. This represents 0.34% of its overall portfolio holdings.
Number of Shares
2,256
Previous 1,128
100.0%
Holding current value
$650,066
Previous $317,000
105.05%
% of portfolio
0.34%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding XLK
# of Institutions
2,652Shares Held
208MCall Options Held
9.85MPut Options Held
14.3M-
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
-
Ubs Group Ag9.23MShares$2.66 Billion0.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio