Purchases and Sales Made in Q3 2023 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q3 2023. The information is specifically focused on institutions that hold shares of TECHNOLOGY SECTOR SPDR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
384+ 2.51% |
$62.2K - $69.2K
|
15.7K
$3.68M
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
382+ 13.38% |
$61.9K - $68.9K
|
3.24K
$760K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
380+ 2.77% |
$61.5K - $68.5K
|
14.1K
$3.31M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
380+ 2.77% |
$61.5K - $68.5K
|
14.1K
$3.31M
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
378+ 1.08% |
$61.2K - $68.1K
|
35.3K
$8.29M
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
377+ 0.18% |
$61.1K - $68K
|
207K
$48.7M
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
375+ 5.36% |
$60.7K - $67.6K
|
7.37K
$1.73M
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
375+ 1.39% |
$60.7K - $67.6K
|
27.4K
$6.44M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
375+ 1.95% |
$60.7K - $67.6K
|
19.6K
$4.6M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
375+ 0.93% |
$60.7K - $67.6K
|
40.8K
$9.58M
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
374+ 15.75% |
$60.6K - $67.4K
|
2.75K
$645K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
368New |
$59.6K - $66.3K
|
368
$86.4K
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
363+ 15.69% |
$58.8K - $65.4K
|
2.68K
$628K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
361+ 5.69% |
$58.5K - $65.1K
|
6.7K
$1.57M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
361+ 6.13% |
$58.5K - $65.1K
|
6.25K
$1.47M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
355+ 13.05% |
$57.5K - $64K
|
3.08K
$722K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
341New |
$55.2K - $61.5K
|
341
$80.1K
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
337+ 7.33% |
$54.6K - $60.7K
|
4.93K
$1.16M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
337+ 2.46% |
$54.6K - $60.7K
|
14K
$3.3M
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
336+ 0.78% |
$54.4K - $60.6K
|
43.2K
$10.2M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
335+ 4.5% |
$54.3K - $60.4K
|
7.77K
$1.82M
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
326+ 2.64% |
$52.8K - $58.8K
|
12.7K
$2.98M
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
326New |
$52.8K - $58.8K
|
326
$76.5K
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
325+ 4.2% |
$52.6K - $58.6K
|
8.06K
$1.89M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
316+ 1.61% |
$51.2K - $57K
|
20K
$4.69M
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
310+ 6.2% |
$50.2K - $55.9K
|
5.31K
$1.25M
|
|
Oct 25, 2023
Q3 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
310+ 8.26% |
$50.2K - $55.9K
|
4.06K
$953K
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
310+ 13.93% |
$50.2K - $55.9K
|
2.54K
$595K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
310New |
$50.2K - $55.9K
|
310
$72.8K
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
306+ 11.92% |
$49.6K - $55.2K
|
2.87K
$674K
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
303+ 4.09% |
$49.1K - $54.6K
|
7.71K
$1.81M
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
300+ 1.31% |
$48.6K - $54.1K
|
23.2K
$5.46M
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
292+ 207.09% |
$47.3K - $52.6K
|
433
$102K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
292+ 1.18% |
$47.3K - $52.6K
|
25.1K
$5.89M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
289+ 5.25% |
$46.8K - $52.1K
|
5.79K
$1.36M
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
287+ 3.35% |
$46.5K - $51.7K
|
8.84K
$2.08M
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
282+ 5.91% |
$45.7K - $50.8K
|
5.05K
$1.19M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
280+ 3.17% |
$45.4K - $50.5K
|
9.11K
$2.14M
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
277+ 15.21% |
$44.9K - $49.9K
|
2.1K
$493K
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
275+ 1.26% |
$44.5K - $49.6K
|
22.1K
$5.19M
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
275+ 2.0% |
$44.5K - $49.6K
|
14K
$3.3M
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
273+ 1.26% |
$44.2K - $49.2K
|
21.9K
$5.14M
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
272+ 4.08% |
$44.1K - $49K
|
6.94K
$1.63M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
268+ 4.93% |
$43.4K - $48.3K
|
5.71K
$1.34M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
267+ 7.19% |
$43.2K - $48.1K
|
3.98K
$934K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
263+ 5.75% |
$42.6K - $47.4K
|
4.84K
$1.14M
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
252+ 2.42% |
$40.8K - $45.4K
|
10.7K
$2.51M
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
250+ 20.83% |
$40.5K - $45.1K
|
1.45K
$340K
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
250+ 10.46% |
$40.5K - $45.1K
|
2.64K
$620K
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
250+ 8.06% |
$40.5K - $45.1K
|
3.35K
$786K
|