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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.47K- 2.58% |
$238K - $264K
|
55.4K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.47K- 7.09% |
$238K - $265K
|
19.3K
$4.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.48K- 2.98% |
$239K - $266K
|
48.2K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.48K- 3.51% |
$240K - $267K
|
40.7K
$9.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.48K- 2.91% |
$240K - $267K
|
49.4K
$11.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.49K- 12.37% |
$241K - $268K
|
10.5K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.5K- 26.43% |
$244K - $271K
|
4.19K
$983K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.52K- 34.55% |
$247K - $274K
|
2.88K
$677K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 16.46% |
$252K - $280K
|
7.89K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.57K- 49.81% |
$254K - $282K
|
1.58K
$370K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.59K- 2.36% |
$258K - $287K
|
65.8K
$15.4M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.59K- 5.51% |
$258K - $287K
|
27.3K
$6.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.61K- 4.11% |
$260K - $290K
|
37.6K
$8.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.65K- 1.49% |
$268K - $298K
|
109K
$25.7M
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.66K- 6.66% |
$269K - $299K
|
23.3K
$5.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-1.7K- 14.93% |
$275K - $306K
|
9.66K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.73K- 19.86% |
$280K - $311K
|
6.97K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.76K- 8.16% |
$285K - $317K
|
19.8K
$4.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.77K- 3.99% |
$286K - $319K
|
42.6K
$10M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.77K- 1.32% |
$287K - $319K
|
133K
$31.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.78K- 2.26% |
$287K - $320K
|
76.9K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.79K- 7.54% |
$290K - $322K
|
21.9K
$5.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.82K- 11.27% |
$294K - $327K
|
14.3K
$3.35M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.82KClosed |
$295K - $328K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.83K- 4.16% |
$297K - $330K
|
42.2K
$9.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.83K- 37.4% |
$297K - $330K
|
3.07K
$720K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.85K- 5.01% |
$299K - $333K
|
35.1K
$8.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.87K- 4.92% |
$304K - $338K
|
36.2K
$8.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.9K- 18.48% |
$308K - $342K
|
8.38K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.91K- 24.41% |
$309K - $343K
|
5.9K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.92K- 5.82% |
$310K - $345K
|
31K
$7.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.92K- 26.71% |
$311K - $346K
|
5.27K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.93K- 12.4% |
$313K - $348K
|
13.7K
$3.21M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.94K- 1.41% |
$315K - $350K
|
136K
$31.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.95K- 0.14% |
$315K - $351K
|
1.4M
$330M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.97K- 7.99% |
$319K - $355K
|
22.7K
$5.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.03K- 15.49% |
$328K - $365K
|
11.1K
$2.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2.03K- 4.57% |
$328K - $365K
|
42.3K
$9.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.06K- 6.36% |
$333K - $371K
|
30.3K
$7.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-2.1K- 51.29% |
$339K - $378K
|
1.99K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.1K- 0.28% |
$340K - $379K
|
756K
$177M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.17K- 7.55% |
$351K - $390K
|
26.5K
$6.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.17K- 54.18% |
$352K - $392K
|
1.84K
$431K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-2.18K- 10.77% |
$353K - $393K
|
18.1K
$4.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.23K- 12.17% |
$361K - $402K
|
16.1K
$3.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.29K- 1.27% |
$370K - $412K
|
178K
$41.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.29K- 1.14% |
$371K - $412K
|
199K
$46.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.37K- 3.39% |
$383K - $427K
|
67.5K
$15.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2.39K- 79.03% |
$388K - $431K
|
635
$149K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.42K- 15.0% |
$391K - $436K
|
13.7K
$3.22M
|