Worth Pointe, LLC Technology Sector Spdr Transaction History

Worth Pointe, LLC

$259 Million
Q3 2025

A detailed history of Worth Pointe, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Worth Pointe, LLC holds 3,426 shares of XLK stock, worth $987,201. This represents 0.37% of its overall portfolio holdings.

Number of Shares

3,426

Holding current value

$987,201

% of portfolio

0.37%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$250.97 - $282.66 $859,823 - $968,393	3,426 New	3,426 $965,000
Q1 2024 May 14, 2024	BUY	$184.12 - $211.02 $684,558 - $784,572	3,718 New	3,718 $774,000
Q2 2023 Aug 11, 2023	BUY	$143.97 - $174.63 $601,218 - $729,254	4,176 New	4,176 $726,000

Others Institutions Holding XLK

# of Institutions

2,612

Shares Held

183M

Call Options Held

9.53M

Put Options Held

14.1M

Bank Of America Corp Charlotte, NC

12.1M
Shares

$3.47 Billion
0.24% of portfolio
Wells Fargo & Company San Francisco, CA

11.6M
Shares

$3.33 Billion
0.64% of portfolio
Morgan Stanley New York, NY

10.5M
Shares

$3.03 Billion
0.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.68M
Shares

$2.21 Billion
0.68% of portfolio
Envestnet Asset Management Inc

5.28M
Shares

$1.52 Billion
0.46% of portfolio

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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