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
|
Simplex Trading, LLC
|
BUY
|
- |
2.19K+ 136.88% |
$355K - $395K
|
3.79K
$885K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.14K+ 15.85% |
$346K - $386K
|
15.6K
$3.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.12K+ 17.96% |
$343K - $382K
|
13.9K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.11K+ 125.92% |
$342K - $381K
|
3.79K
$886K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.08K+ 24.08% |
$337K - $375K
|
10.7K
$2.5M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.07K+ 19.81% |
$336K - $374K
|
12.5K
$2.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.04KNew |
$330K - $367K
|
2.04K
$476K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2K+ 148.92% |
$324K - $361K
|
3.34K
$781K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.99K+ 3.87% |
$322K - $358K
|
53.2K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.98K+ 27.62% |
$321K - $357K
|
9.16K
$2.14M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.98K+ 33.43% |
$320K - $356K
|
7.88K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.97K+ 33.97% |
$319K - $355K
|
7.77K
$1.81M
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
1.96K+ 12.03% |
$318K - $354K
|
18.3K
$4.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.95K+ 201.86% |
$316K - $352K
|
2.92K
$683K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.91K+ 8.12% |
$309K - $344K
|
25.4K
$5.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.9KNew |
$308K - $342K
|
1.9K
$444K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.89K+ 14.18% |
$306K - $340K
|
15.2K
$3.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
1.86K+ 4.01% |
$302K - $336K
|
48.3K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.85K+ 75.29% |
$299K - $333K
|
4.31K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.84K+ 20.64% |
$297K - $331K
|
10.7K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.81KNew |
$293K - $326K
|
1.81K
$422K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 2.01% |
$287K - $319K
|
89.9K
$21M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.76KNew |
$286K - $318K
|
1.76K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 6.26% |
$284K - $316K
|
29.7K
$6.94M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
BUY
|
- |
1.71K+ 5.2% |
$277K - $309K
|
34.7K
$8.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 1.38% |
$277K - $308K
|
126K
$29.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.7K+ 36.72% |
$275K - $306K
|
6.33K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.66K+ 18.53% |
$269K - $299K
|
10.6K
$2.48M
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.64KNew |
$265K - $295K
|
1.64K
$383K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.63K+ 14.6% |
$265K - $295K
|
12.8K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.62K+ 6.63% |
$262K - $291K
|
26K
$6.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.61K+ 27.62% |
$261K - $291K
|
7.46K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.6K+ 7.55% |
$260K - $289K
|
22.8K
$5.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.58K+ 16.72% |
$255K - $284K
|
11K
$2.57M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
1.57K+ 55.11% |
$255K - $284K
|
4.43K
$1.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.55K+ 36.41% |
$250K - $279K
|
5.79K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.54K+ 16.11% |
$249K - $277K
|
11.1K
$2.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
1.54K+ 0.34% |
$249K - $277K
|
459K
$107M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.53KNew |
$248K - $276K
|
1.53K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.52KNew |
$247K - $275K
|
1.52K
$356K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.52KNew |
$245K - $273K
|
1.52K
$354K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.5K+ 2.61% |
$242K - $269K
|
58.8K
$13.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.48K+ 10.62% |
$239K - $266K
|
15.4K
$3.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.47K+ 1.55% |
$238K - $265K
|
96.1K
$22.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.47K+ 4.82% |
$238K - $264K
|
31.9K
$7.46M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.45KNew |
$235K - $261K
|
1.45K
$339K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.44K+ 13.13% |
$233K - $259K
|
12.4K
$2.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.43K+ 53.76% |
$232K - $258K
|
4.09K
$955K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.43K+ 2.72% |
$231K - $257K
|
53.9K
$12.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.42KNew |
$230K - $256K
|
1.42K
$331K
|