Summit Financial Consulting LLC Technology Sector Spdr Transaction History
Summit Financial Consulting LLC
- $138 Billion
- Q4 2025
A detailed history of Summit Financial Consulting LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Summit Financial Consulting LLC holds 9,076 shares of XLK stock, worth $2.62 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
9,076
Previous 3,868
134.64%
Holding current value
$2.62 Million
Previous $1.09 Billion
19.85%
% of portfolio
0.95%
Previous 0.87%
Shares
4 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