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 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-80- 0.69% |
$15.8K - $19K
|
11.5K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-80- 3.84% |
$15.8K - $19K
|
2.01K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-80- 0.69% |
$15.8K - $19K
|
11.6K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-80- 4.78% |
$15.8K - $19K
|
1.6K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-81- 2.06% |
$16K - $19.3K
|
3.84K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-81- 2.89% |
$16K - $19.3K
|
2.72K
$562K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-83- 27.39% |
$16.4K - $19.7K
|
220
$45.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-84- 0.07% |
$16.6K - $20K
|
114K
$23.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-84- 2.37% |
$16.6K - $20K
|
3.45K
$713K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-89- 4.51% |
$17.6K - $21.2K
|
1.89K
$389K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-89- 2.45% |
$17.6K - $21.2K
|
3.54K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-89- 7.58% |
$17.6K - $21.2K
|
1.09K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-89- 4.77% |
$17.6K - $21.2K
|
1.78K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-89- 1.87% |
$17.6K - $21.2K
|
4.68K
$965K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-92- 1.78% |
$18.2K - $21.9K
|
5.09K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-92- 1.7% |
$18.2K - $21.9K
|
5.32K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-93- 2.09% |
$18.4K - $22.1K
|
4.35K
$898K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-93- 1.55% |
$18.4K - $22.1K
|
5.91K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-94- 6.62% |
$18.5K - $22.3K
|
1.33K
$274K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-95- 1.62% |
$18.7K - $22.6K
|
5.78K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-95- 2.18% |
$18.7K - $22.6K
|
4.26K
$878K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-98- 47.57% |
$19.3K - $23.3K
|
108
$22.3K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-98- 1.81% |
$19.3K - $23.3K
|
5.31K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-99- 7.05% |
$19.5K - $23.5K
|
1.31K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100- 16.53% |
$19.7K - $23.8K
|
505
$104K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-100- 2.04% |
$19.7K - $23.8K
|
4.8K
$991K
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-100- 6.99% |
$19.7K - $23.8K
|
1.33K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 0.84% |
$19.7K - $23.8K
|
11.8K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-100- 0.47% |
$19.7K - $23.8K
|
21.1K
$4.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 26.81% |
$19.7K - $23.8K
|
273
$56.3K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-100- 4.82% |
$19.7K - $23.8K
|
1.98K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 1.81% |
$19.7K - $23.8K
|
5.43K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-100- 3.69% |
$19.7K - $23.8K
|
2.61K
$538K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-101- 0.88% |
$19.9K - $24K
|
11.3K
$2.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-101- 1.96% |
$19.9K - $24K
|
5.05K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-102- 2.99% |
$20.1K - $24.2K
|
3.31K
$684K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-105- 0.8% |
$20.7K - $25K
|
13K
$2.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-105- 0.94% |
$20.7K - $25K
|
11.1K
$2.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-106- 3.15% |
$20.9K - $25.2K
|
3.26K
$674K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-106- 1.64% |
$20.9K - $25.2K
|
6.37K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-108- 1.97% |
$21.3K - $25.7K
|
5.38K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-108- 0.85% |
$21.3K - $25.7K
|
12.6K
$2.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-111- 0.62% |
$21.9K - $26.4K
|
17.7K
$3.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-112- 1.5% |
$22.1K - $26.6K
|
7.33K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-113- 6.56% |
$22.3K - $26.9K
|
1.61K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-114- 8.89% |
$22.5K - $27.1K
|
1.17K
$241K
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-114- 7.87% |
$22.5K - $27.1K
|
1.33K
$275K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-115- 8.89% |
$22.7K - $27.3K
|
1.18K
$243K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-116- 0.33% |
$22.9K - $27.6K
|
34.8K
$7.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-116- 1.34% |
$22.9K - $27.6K
|
8.54K
$1.76M
|