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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
206+ 5.24% |
$40.7K - $49K
|
4.13K
$997K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
206+ 6.24% |
$40.7K - $49K
|
3.51K
$846K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
205+ 5.83% |
$40.5K - $48.7K
|
3.72K
$898K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
201+ 4.13% |
$39.7K - $47.8K
|
5.07K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
200New |
$39.5K - $47.5K
|
200
$48.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
197+ 12.34% |
$38.9K - $46.8K
|
1.79K
$432K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
196+ 6.9% |
$38.7K - $46.6K
|
3.04K
$732K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
194+ 1.98% |
$38.3K - $46.1K
|
10K
$2.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
187+ 9.23% |
$36.9K - $44.4K
|
2.21K
$534K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
186+ 0.9% |
$36.7K - $44.2K
|
20.8K
$5.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
180+ 6.83% |
$35.5K - $42.8K
|
2.82K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
176+ 9.87% |
$34.7K - $41.8K
|
1.96K
$472K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
175+ 1.26% |
$34.5K - $41.6K
|
14K
$3.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
174+ 14.13% |
$34.3K - $41.4K
|
1.41K
$339K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
172+ 19.07% |
$33.9K - $40.9K
|
1.07K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
172+ 2.8% |
$33.9K - $40.9K
|
6.31K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
168+ 9.09% |
$33.2K - $39.9K
|
2.02K
$486K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
167+ 10.43% |
$33K - $39.7K
|
1.77K
$426K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
165New |
$32.6K - $39.2K
|
165
$39.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
165+ 3.65% |
$32.6K - $39.2K
|
4.68K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
164+ 11.44% |
$32.4K - $39K
|
1.6K
$385K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
160+ 3.11% |
$31.6K - $38K
|
5.31K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
158+ 13.92% |
$31.2K - $37.6K
|
1.29K
$312K
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
157+ 17.08% |
$31K - $37.3K
|
1.08K
$259K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
153+ 1.74% |
$30.2K - $36.4K
|
8.96K
$2.16M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
153+ 2.97% |
$30.2K - $36.4K
|
5.31K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
151+ 9.56% |
$29.8K - $35.9K
|
1.73K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
151+ 4.65% |
$29.8K - $35.9K
|
3.4K
$819K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
150+ 3.11% |
$29.6K - $35.7K
|
4.98K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
149+ 10.95% |
$29.4K - $35.4K
|
1.51K
$364K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
149+ 2.54% |
$29.4K - $35.4K
|
6.02K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
148+ 1.08% |
$29.2K - $35.2K
|
13.9K
$3.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
146+ 0.48% |
$28.8K - $34.7K
|
30.8K
$7.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
146+ 0.23% |
$28.8K - $34.7K
|
62.5K
$15.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
145+ 3.25% |
$28.6K - $34.5K
|
4.61K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
145+ 1.45% |
$28.6K - $34.5K
|
10.2K
$2.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
144+ 6.3% |
$28.4K - $34.2K
|
2.43K
$586K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
142+ 0.78% |
$28K - $33.8K
|
18.3K
$4.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
142+ 1.18% |
$28K - $33.8K
|
12.2K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
142+ 8.3% |
$28K - $33.8K
|
1.85K
$447K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
140+ 13.88% |
$27.6K - $33.3K
|
1.15K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
140+ 1.61% |
$27.6K - $33.3K
|
8.85K
$2.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
135+ 0.99% |
$26.6K - $32.1K
|
13.7K
$3.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
135+ 0.34% |
$26.6K - $32.1K
|
40.2K
$9.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
129+ 24.52% |
$25.5K - $30.7K
|
655
$158K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
129+ 0.52% |
$25.5K - $30.7K
|
24.9K
$6M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
129+ 0.34% |
$25.5K - $30.7K
|
37.9K
$9.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
127+ 0.89% |
$25.1K - $30.2K
|
14.5K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
126+ 1.84% |
$24.9K - $29.9K
|
6.99K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
125+ 0.06% |
$24.7K - $29.7K
|
201K
$48.4M
|