Uma Financial Services, Inc. Technology Sector Spdr Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 2,380 shares of XLK stock, worth $685,797. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,380
Previous 2,378
0.08%
Holding current value
$685,797
Previous $602,000
11.3%
% of portfolio
0.1%
Previous 0.1%
Shares
20 transactions
Others Institutions Holding XLK
# of Institutions
2,643Shares Held
193MCall 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