Successful Portfolios LLC Technology Sector Spdr Transaction History
Successful Portfolios LLC
- $192 Million
- Q4 2025
A detailed history of Successful Portfolios LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Successful Portfolios LLC holds 32,318 shares of XLK stock, worth $9.31 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
32,318
Previous 16,278
98.54%
Holding current value
$9.31 Million
Previous $4.59 Million
102.96%
% of portfolio
4.84%
Previous 2.7%
Shares
33 transactions
Others Institutions Holding XLK
# of Institutions
2,649Shares Held
202MCall 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
-
Ubs Group Ag9.23MShares$2.66 Billion0.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio