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
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25- 0.41% |
$4.93K - $5.94K
|
6.07K
$1.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-25- 1.18% |
$4.93K - $5.94K
|
2.09K
$431K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-26- 0.26% |
$5.13K - $6.18K
|
10.2K
$2.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-26- 0.38% |
$5.13K - $6.18K
|
6.86K
$1.42M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-26- 3.21% |
$5.13K - $6.18K
|
784
$162K
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-27- 0.63% |
$5.33K - $6.42K
|
4.27K
$881K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-28- 2.09% |
$5.53K - $6.66K
|
1.31K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-28- 1.12% |
$5.53K - $6.66K
|
2.48K
$512K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.14% |
$5.72K - $6.89K
|
2.51K
$518K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-30- 1.77% |
$5.92K - $7.13K
|
1.67K
$344K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-30- 1.25% |
$5.92K - $7.13K
|
2.38K
$490K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30- 0.25% |
$5.92K - $7.13K
|
12K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-30- 3.52% |
$5.92K - $7.13K
|
822
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-30- 0.54% |
$5.92K - $7.13K
|
5.51K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-31- 0.39% |
$6.12K - $7.37K
|
7.91K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-31- 4.92% |
$6.12K - $7.37K
|
599
$124K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-32- 0.31% |
$6.31K - $7.61K
|
10.4K
$2.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-32- 13.97% |
$6.31K - $7.61K
|
197
$40.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-33- 0.28% |
$6.51K - $7.84K
|
11.7K
$2.42M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-33- 2.08% |
$6.51K - $7.84K
|
1.55K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-34- 2.0% |
$6.71K - $8.08K
|
1.66K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-34- 2.75% |
$6.71K - $8.08K
|
1.2K
$248K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-35- 0.63% |
$6.91K - $8.32K
|
5.54K
$1.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-35- 0.21% |
$6.91K - $8.32K
|
16.5K
$3.41M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-35- 0.23% |
$6.91K - $8.32K
|
15.4K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-37- 0.72% |
$7.3K - $8.79K
|
5.12K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-37- 0.26% |
$7.3K - $8.79K
|
14.1K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-37- 1.36% |
$7.3K - $8.79K
|
2.68K
$554K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-38- 0.99% |
$7.5K - $9.03K
|
3.81K
$786K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-39- 1.19% |
$7.7K - $9.27K
|
3.25K
$670K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-40- 1.92% |
$7.89K - $9.51K
|
2.04K
$421K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-41- 3.61% |
$8.09K - $9.74K
|
1.1K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-41- 1.33% |
$8.09K - $9.74K
|
3.05K
$629K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-42- 4.46% |
$8.29K - $9.98K
|
899
$186K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-42- 0.09% |
$8.29K - $9.98K
|
47.1K
$9.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-43- 1.65% |
$8.49K - $10.2K
|
2.56K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-44- 0.39% |
$8.68K - $10.5K
|
11.4K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-44- 1.11% |
$8.68K - $10.5K
|
3.92K
$808K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-45- 1.03% |
$8.88K - $10.7K
|
4.33K
$893K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-45- 1.52% |
$8.88K - $10.7K
|
2.92K
$602K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-45- 2.07% |
$8.88K - $10.7K
|
2.13K
$440K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-45- 4.18% |
$8.88K - $10.7K
|
1.03K
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-46- 0.92% |
$9.08K - $10.9K
|
4.98K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-47- 1.51% |
$9.27K - $11.2K
|
3.07K
$634K
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-47- 4.17% |
$9.27K - $11.2K
|
1.08K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-47- 4.43% |
$9.27K - $11.2K
|
1.01K
$209K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-49- 2.27% |
$9.67K - $11.6K
|
2.11K
$435K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-49- 1.85% |
$9.67K - $11.6K
|
2.61K
$538K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49- 1.11% |
$9.67K - $11.6K
|
4.35K
$897K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-49- 0.83% |
$9.67K - $11.6K
|
5.87K
$1.21M
|