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 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-5- 1.34% |
$987 - $1.19K
|
369
$76.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5- 6.49% |
$987 - $1.19K
|
72
$14.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-5- 0.12% |
$987 - $1.19K
|
4.12K
$851K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-5- 0.17% |
$987 - $1.19K
|
3.02K
$623K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-6- 0.6% |
$1.18K - $1.43K
|
986
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7- 0.12% |
$1.38K - $1.66K
|
5.93K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-7- 0.56% |
$1.38K - $1.66K
|
1.23K
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-8- 0.07% |
$1.58K - $1.9K
|
11.6K
$2.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-8- 0.63% |
$1.58K - $1.9K
|
1.26K
$259K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-8- 0.69% |
$1.58K - $1.9K
|
1.15K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-8- 0.55% |
$1.58K - $1.9K
|
1.46K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8- 0.42% |
$1.58K - $1.9K
|
1.91K
$395K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9- 0.23% |
$1.78K - $2.14K
|
3.97K
$819K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-9- 0.63% |
$1.78K - $2.14K
|
1.43K
$295K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-9- 16.98% |
$1.78K - $2.14K
|
44
$9.08K
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-10- 0.11% |
$1.97K - $2.38K
|
9.31K
$1.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-10- 0.8% |
$1.97K - $2.38K
|
1.24K
$256K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-10- 0.17% |
$1.97K - $2.38K
|
5.77K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-10- 1.1% |
$1.97K - $2.38K
|
903
$186K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-11- 0.21% |
$2.17K - $2.61K
|
5.18K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 5.73% |
$2.17K - $2.61K
|
181
$37.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-13- 0.51% |
$2.57K - $3.09K
|
2.51K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.25% |
$2.57K - $3.09K
|
5.17K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-14- 0.51% |
$2.76K - $3.33K
|
2.75K
$568K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-14- 0.11% |
$2.76K - $3.33K
|
12.7K
$2.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14- 0.06% |
$2.76K - $3.33K
|
25.1K
$5.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-15- 0.24% |
$2.96K - $3.57K
|
6.3K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-15- 1.11% |
$2.96K - $3.57K
|
1.34K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-15- 0.09% |
$2.96K - $3.57K
|
16.1K
$3.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16- 0.41% |
$3.16K - $3.8K
|
3.92K
$810K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-16- 0.05% |
$3.16K - $3.8K
|
33K
$6.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-17- 1.7% |
$3.35K - $4.04K
|
984
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-17- 1.8% |
$3.35K - $4.04K
|
930
$192K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-17- 1.16% |
$3.35K - $4.04K
|
1.45K
$298K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-17- 0.24% |
$3.35K - $4.04K
|
7.07K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-17- 1.04% |
$3.35K - $4.04K
|
1.62K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-17- 1.28% |
$3.35K - $4.04K
|
1.31K
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-18- 0.71% |
$3.55K - $4.28K
|
2.52K
$520K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-19- 0.29% |
$3.75K - $4.52K
|
6.49K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-20- 0.3% |
$3.95K - $4.75K
|
6.57K
$1.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-20- 1.78% |
$3.95K - $4.75K
|
1.1K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-20- 0.35% |
$3.95K - $4.75K
|
5.67K
$1.17M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-20- 0.11% |
$3.95K - $4.75K
|
18K
$3.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-21- 0.16% |
$4.14K - $4.99K
|
12.9K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-21- 1.78% |
$4.14K - $4.99K
|
1.16K
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-22- 1.15% |
$4.34K - $5.23K
|
1.9K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22- 1.31% |
$4.34K - $5.23K
|
1.66K
$342K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-23- 2.12% |
$4.54K - $5.47K
|
1.06K
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-25- 0.49% |
$4.93K - $5.94K
|
5.08K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-25- 0.73% |
$4.93K - $5.94K
|
3.39K
$700K
|