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 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.46K- 4.08% |
$398K - $443K
|
57.8K
$13.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.48K- 25.46% |
$402K - $447K
|
7.26K
$1.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.49K- 3.56% |
$402K - $448K
|
67.3K
$15.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-2.53K- 10.88% |
$410K - $457K
|
20.8K
$4.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.53K- 60.38% |
$410K - $457K
|
1.66K
$390K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.56K- 3.48% |
$415K - $462K
|
71.1K
$16.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.57K- 9.71% |
$416K - $463K
|
23.8K
$5.6M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.57K- 60.63% |
$416K - $463K
|
1.67K
$392K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-2.6K- 61.99% |
$421K - $469K
|
1.6K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.73K- 1.79% |
$441K - $491K
|
149K
$35M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.75K- 11.87% |
$445K - $495K
|
20.4K
$4.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.9K- 17.6% |
$469K - $522K
|
13.6K
$3.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.9K- 2.83% |
$469K - $522K
|
99.4K
$23.3M
|
|
|
Oct 23, 2024
Q3 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2.92K- 6.04% |
$473K - $526K
|
45.4K
$10.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.93K- 3.96% |
$475K - $528K
|
71.1K
$16.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-3.02K- 16.5% |
$489K - $544K
|
15.3K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.04K- 50.35% |
$492K - $547K
|
2.99K
$703K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.05K- 2.79% |
$494K - $549K
|
106K
$24.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.14K- 18.3% |
$509K - $567K
|
14K
$3.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-3.19K- 20.45% |
$516K - $574K
|
12.4K
$2.91M
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.19K- 50.37% |
$516K - $574K
|
3.14K
$737K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.19K- 1.85% |
$517K - $576K
|
170K
$39.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.29K- 9.19% |
$533K - $593K
|
32.5K
$7.63M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3.33K- 2.84% |
$540K - $601K
|
114K
$26.8M
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-3.35K- 13.18% |
$542K - $603K
|
22K
$5.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-3.44K- 5.01% |
$557K - $620K
|
65.2K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-3.44K- 9.41% |
$557K - $620K
|
33.1K
$7.77M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.47K- 2.74% |
$562K - $625K
|
123K
$28.9M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-3.49K- 6.41% |
$565K - $629K
|
50.9K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.58K- 50.88% |
$579K - $645K
|
3.45K
$811K
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.59K- 2.44% |
$581K - $647K
|
144K
$33.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.78K- 2.47% |
$611K - $680K
|
149K
$35M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.82K- 2.5% |
$618K - $688K
|
149K
$34.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.84K- 23.21% |
$621K - $692K
|
12.7K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.86K- 11.25% |
$625K - $696K
|
30.5K
$7.15M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-3.89K- 65.48% |
$630K - $701K
|
2.05K
$481K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.95K- 0.81% |
$640K - $712K
|
481K
$113M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.08K- 6.64% |
$660K - $735K
|
57.3K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.08K- 9.01% |
$661K - $735K
|
41.2K
$9.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.1K- 2.28% |
$665K - $740K
|
176K
$41.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-4.12K- 6.21% |
$667K - $742K
|
62.2K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.17K- 9.51% |
$675K - $751K
|
39.7K
$9.31M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-4.25K- 21.21% |
$688K - $766K
|
15.8K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.44K- 8.4% |
$720K - $801K
|
48.5K
$11.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-4.48K- 56.76% |
$725K - $807K
|
3.41K
$801K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.55K- 14.68% |
$737K - $820K
|
26.4K
$6.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.57K- 18.44% |
$741K - $824K
|
20.2K
$4.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.7K- 33.39% |
$761K - $847K
|
9.37K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-4.79K- 38.58% |
$776K - $863K
|
7.62K
$1.79M
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-4.84K- 15.14% |
$783K - $872K
|
27.1K
$6.36M
|