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 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-16.2K- 85.49% |
$2.62M - $2.91M
|
2.74K
$641K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.4K- 97.84% |
$2.66M - $2.96M
|
363
$84.8K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.8K- 14.41% |
$2.88M - $3.21M
|
106K
$24.7M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-18.2K- 39.42% |
$2.95M - $3.28M
|
28K
$6.53M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-18.7K- 35.82% |
$3.03M - $3.37M
|
33.5K
$7.83M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-18.7K- 35.82% |
$3.03M - $3.37M
|
33.5K
$7.83M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-19.2K- 13.14% |
$3.12M - $3.47M
|
127K
$29.7M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.1K- 2.67% |
$3.26M - $3.63M
|
734K
$172M
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-20.2K- 3.41% |
$3.27M - $3.64M
|
572K
$134M
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-20.2K- 3.41% |
$3.27M - $3.64M
|
572K
$134M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.3K- 14.68% |
$3.29M - $3.66M
|
118K
$27.6M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-20.6K- 19.69% |
$3.33M - $3.71M
|
83.9K
$19.6M
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-21K- 18.34% |
$3.39M - $3.78M
|
93.3K
$21.8M
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-21K- 13.28% |
$3.41M - $3.79M
|
137K
$32.1M
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-21.2K- 85.36% |
$3.43M - $3.82M
|
3.64K
$850K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21.3K- 40.41% |
$3.45M - $3.84M
|
31.4K
$7.33M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21.3K- 65.8% |
$3.45M - $3.84M
|
11.1K
$2.58M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-23.1K- 29.02% |
$3.73M - $4.16M
|
56.4K
$13.2M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-23.2K- 27.36% |
$3.76M - $4.19M
|
61.7K
$14.4M
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-26.2K- 15.84% |
$4.25M - $4.73M
|
139K
$32.5M
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-26.7K- 23.91% |
$4.33M - $4.82M
|
85K
$19.9M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-27.6K- 80.0% |
$4.47M - $4.97M
|
6.9K
$1.61M
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-27.9K- 93.0% |
$4.52M - $5.03M
|
2.1K
$491K
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-28.1K- 70.74% |
$4.55M - $5.06M
|
11.6K
$2.71M
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-29K- 8.72% |
$4.7M - $5.23M
|
304K
$71M
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-29.5K- 3.93% |
$4.78M - $5.32M
|
722K
$169M
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-29.5K- 12.34% |
$4.78M - $5.32M
|
210K
$49M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-31.3K- 7.11% |
$5.07M - $5.64M
|
409K
$95.5M
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-31.8K- 87.12% |
$5.15M - $5.73M
|
4.7K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.9K- 3.56% |
$5.98M - $6.66M
|
1M
$234M
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-37.2K- 77.24% |
$6.03M - $6.71M
|
11K
$2.56M
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-41.2K- 25.26% |
$6.68M - $7.43M
|
122K
$28.5M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-42.3K- 70.34% |
$6.85M - $7.63M
|
17.8K
$4.17M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-43.1K- 12.57% |
$6.99M - $7.78M
|
300K
$70.1M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44.5K- 4.81% |
$7.2M - $8.01M
|
879K
$205M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-47.3K- 53.29% |
$7.67M - $8.53M
|
41.5K
$9.69M
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-47.6K- 40.55% |
$7.7M - $8.57M
|
69.7K
$16.3M
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-47.8K- 92.25% |
$7.75M - $8.62M
|
4.02K
$939K
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-48.9K- 50.89% |
$7.92M - $8.81M
|
47.2K
$11M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-48.9K- 4.73% |
$7.92M - $8.82M
|
984K
$230M
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-50K- 82.24% |
$8.1M - $9.01M
|
10.8K
$2.52M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-51.5K- 32.47% |
$8.34M - $9.28M
|
107K
$25M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-51.9K- 85.43% |
$8.41M - $9.36M
|
8.85K
$2.07M
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-55.4K- 39.67% |
$8.97M - $9.99M
|
84.3K
$19.7M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-55.8K- 81.46% |
$9.04M - $10.1M
|
12.7K
$2.97M
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-59.4K- 25.54% |
$9.62M - $10.7M
|
173K
$40.5M
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-72.5K- 66.37% |
$11.7M - $13.1M
|
36.7K
$8.58M
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
SELL
|
- |
-72.5K- 85.38% |
$11.7M - $13.1M
|
12.4K
$2.9M
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-74.4K- 96.17% |
$12.1M - $13.4M
|
2.96K
$692K
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-77K- 88.51% |
$12.5M - $13.9M
|
10K
$2.34M
|