Purchases and Sales Made in Q3 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q3 2024. 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, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
605+ 16.58% |
$119K - $144K
|
4.26K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
579+ 3.32% |
$114K - $138K
|
18K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
578+ 28.7% |
$114K - $137K
|
2.59K
$620K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
573+ 0.98% |
$113K - $136K
|
59.1K
$14.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
572+ 2.94% |
$113K - $136K
|
20K
$4.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
569+ 1.83% |
$112K - $135K
|
31.7K
$7.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
569+ 42.12% |
$112K - $135K
|
1.92K
$460K
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
568+ 12.74% |
$112K - $135K
|
5.03K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
558+ 15.63% |
$110K - $133K
|
4.13K
$988K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
555+ 0.47% |
$110K - $132K
|
119K
$28.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
550+ 14.19% |
$109K - $131K
|
4.43K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
545+ 2.01% |
$108K - $130K
|
27.6K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
541+ 13.26% |
$107K - $129K
|
4.62K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
531+ 7.15% |
$105K - $126K
|
7.96K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
525+ 8.43% |
$104K - $125K
|
6.76K
$1.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
518+ 6.16% |
$102K - $123K
|
8.93K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
513+ 1.17% |
$101K - $122K
|
44.4K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
501+ 1.58% |
$98.9K - $119K
|
32.1K
$7.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
500+ 14.84% |
$98.7K - $119K
|
3.87K
$926K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500+ 55.56% |
$98.7K - $119K
|
1.4K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
500+ 6.33% |
$98.7K - $119K
|
8.4K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
497+ 7.53% |
$98.1K - $118K
|
7.1K
$1.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
496+ 9.22% |
$97.9K - $118K
|
5.88K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
493+ 3.21% |
$97.3K - $117K
|
15.9K
$3.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
491+ 1.9% |
$96.9K - $117K
|
26.4K
$6.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
487+ 1.18% |
$96.1K - $116K
|
41.9K
$10M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
477+ 53.18% |
$94.1K - $113K
|
1.37K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
474+ 2.5% |
$93.5K - $113K
|
19.4K
$4.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
472+ 0.93% |
$93.1K - $112K
|
51.2K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
461+ 4.79% |
$91K - $110K
|
10.1K
$2.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
460+ 3.65% |
$90.8K - $109K
|
13.1K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
460+ 2.07% |
$90.8K - $109K
|
22.7K
$5.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
459+ 2.35% |
$90.6K - $109K
|
20K
$4.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
456+ 4.78% |
$90K - $108K
|
10K
$2.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
456+ 12.59% |
$90K - $108K
|
4.08K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
454+ 6.93% |
$89.6K - $108K
|
7K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
448+ 0.38% |
$88.4K - $106K
|
117K
$28.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
441+ 39.2% |
$87K - $105K
|
1.57K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
441+ 1.99% |
$87K - $105K
|
22.6K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
441+ 21.66% |
$87K - $105K
|
2.48K
$593K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
438+ 3.27% |
$86.4K - $104K
|
13.8K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
432+ 25.55% |
$85.3K - $103K
|
2.12K
$508K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
429New |
$84.7K - $102K
|
429
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
429+ 0.91% |
$84.7K - $102K
|
47.5K
$11.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
422+ 8.77% |
$83.3K - $100K
|
5.23K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
421+ 2.37% |
$83.1K - $100K
|
18.2K
$4.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
419New |
$82.7K - $99.6K
|
419
$100K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
414New |
$81.7K - $98.4K
|
414
$99.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
413+ 15.37% |
$81.5K - $98.2K
|
3.1K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
412+ 20.76% |
$81.3K - $97.9K
|
2.4K
$574K
|