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 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
412+ 31.5% |
$81.3K - $97.9K
|
1.72K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
410+ 2.78% |
$80.9K - $97.4K
|
15.1K
$3.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
409+ 8.09% |
$80.7K - $97.2K
|
5.46K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
407+ 4.43% |
$80.3K - $96.7K
|
9.59K
$2.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
405+ 8.87% |
$79.9K - $96.3K
|
4.97K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
405+ 35.16% |
$79.9K - $96.3K
|
1.56K
$369K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
403+ 8.91% |
$79.5K - $95.8K
|
4.92K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400+ 7.69% |
$78.9K - $95.1K
|
5.6K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
400+ 8.29% |
$78.9K - $95.1K
|
5.23K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
396+ 5.4% |
$78.1K - $94.1K
|
7.73K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
396+ 14.95% |
$78.1K - $94.1K
|
3.05K
$721K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
392+ 1.11% |
$77.4K - $93.2K
|
35.8K
$8.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
392+ 10.57% |
$77.4K - $93.2K
|
4.1K
$971K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
391+ 0.14% |
$77.2K - $92.9K
|
287K
$67.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
391+ 9.01% |
$77.2K - $92.9K
|
4.73K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
384+ 1.94% |
$75.8K - $91.3K
|
20.2K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
383+ 10.17% |
$75.6K - $91K
|
4.15K
$982K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
376+ 11.76% |
$74.2K - $89.4K
|
3.57K
$846K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
375+ 2.7% |
$74K - $89.1K
|
14.3K
$3.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
373+ 3.82% |
$73.6K - $88.7K
|
10.1K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
372+ 9.79% |
$73.4K - $88.4K
|
4.17K
$988K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
369+ 45.22% |
$72.8K - $87.7K
|
1.19K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
368+ 2.0% |
$72.6K - $87.5K
|
18.8K
$4.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
366+ 3.99% |
$72.2K - $87K
|
9.55K
$2.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
365New |
$72K - $86.8K
|
365
$86.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
363+ 18.44% |
$71.6K - $86.3K
|
2.33K
$552K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
361+ 3.78% |
$71.2K - $85.8K
|
9.91K
$2.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
361+ 19.57% |
$71.2K - $85.8K
|
2.21K
$522K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
361+ 3.28% |
$71.2K - $85.8K
|
11.4K
$2.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
360+ 6.22% |
$71K - $85.6K
|
6.15K
$1.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
357+ 35.88% |
$70.5K - $84.9K
|
1.35K
$320K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
356+ 0.85% |
$70.3K - $84.6K
|
42.1K
$9.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
353+ 5.44% |
$69.7K - $83.9K
|
6.84K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
351+ 2.48% |
$69.3K - $83.4K
|
14.5K
$3.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
351+ 28.13% |
$69.3K - $83.4K
|
1.6K
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
350+ 3.25% |
$69.1K - $83.2K
|
11.1K
$2.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
349+ 3.13% |
$68.9K - $83K
|
11.5K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
343New |
$67.7K - $81.5K
|
343
$81.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
342+ 9.71% |
$67.5K - $81.3K
|
3.86K
$915K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
342+ 4.59% |
$67.5K - $81.3K
|
7.8K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
338+ 4.18% |
$66.7K - $80.3K
|
8.43K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
317+ 0.85% |
$62.6K - $75.3K
|
37.4K
$8.86M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
316+ 1.81% |
$62.4K - $75.1K
|
17.7K
$4.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
315+ 6.38% |
$62.2K - $74.9K
|
5.25K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
312+ 8.97% |
$61.6K - $74.2K
|
3.79K
$898K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
311+ 12.16% |
$61.4K - $73.9K
|
2.87K
$679K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
309+ 15.37% |
$61K - $73.4K
|
2.32K
$549K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
306+ 10.92% |
$60.4K - $72.7K
|
3.11K
$736K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
305New |
$60.2K - $72.5K
|
305
$72.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
303+ 10.93% |
$59.8K - $72K
|
3.07K
$728K
|