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 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-288- 0.66% |
$56.8K - $68.5K
|
43.7K
$9.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-294- 14.2% |
$58K - $69.9K
|
1.78K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-294- 1.03% |
$58K - $69.9K
|
28.2K
$5.82M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-294- 6.0% |
$58K - $69.9K
|
4.61K
$951K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-299- 2.4% |
$59K - $71.1K
|
12.2K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-300- 12.73% |
$59.2K - $71.3K
|
2.06K
$424K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-311- 5.94% |
$61.4K - $73.9K
|
4.92K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-311- 13.88% |
$61.4K - $73.9K
|
1.93K
$398K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-312- 0.34% |
$61.6K - $74.2K
|
92.2K
$19M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-317- 0.82% |
$62.6K - $75.3K
|
38.1K
$7.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-318- 7.35% |
$62.8K - $75.6K
|
4.01K
$827K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-320- 10.94% |
$63.1K - $76.1K
|
2.61K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-322- 13.96% |
$63.5K - $76.5K
|
1.98K
$409K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-330- 11.57% |
$65.1K - $78.4K
|
2.52K
$520K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-337- 1.93% |
$66.5K - $80.1K
|
17.1K
$3.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-340- 1.12% |
$67.1K - $80.8K
|
29.9K
$6.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-343- 0.6% |
$67.7K - $81.5K
|
56.4K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-351- 1.07% |
$69.3K - $83.4K
|
32.5K
$6.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-353- 13.5% |
$69.7K - $83.9K
|
2.26K
$467K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-365- 1.07% |
$72K - $86.8K
|
33.7K
$6.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-368- 1.93% |
$72.6K - $87.5K
|
18.7K
$3.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-376- 3.33% |
$74.2K - $89.4K
|
10.9K
$2.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-378- 1.57% |
$74.6K - $89.8K
|
23.8K
$4.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-378- 18.84% |
$74.6K - $89.8K
|
1.63K
$336K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-380- 3.05% |
$75K - $90.3K
|
12.1K
$2.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-381- 6.17% |
$75.2K - $90.6K
|
5.79K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-381- 3.14% |
$75.2K - $90.6K
|
11.8K
$2.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-381- 1.06% |
$75.2K - $90.6K
|
35.7K
$7.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-381- 3.76% |
$75.2K - $90.6K
|
9.75K
$2.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-389- 21.16% |
$76.8K - $92.5K
|
1.45K
$299K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-389- 2.0% |
$76.8K - $92.5K
|
19.1K
$3.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-391- 2.02% |
$77.2K - $92.9K
|
18.9K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-393- 12.32% |
$77.6K - $93.4K
|
2.8K
$577K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-397- 1.72% |
$78.3K - $94.4K
|
22.7K
$4.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-398- 2.97% |
$78.5K - $94.6K
|
13K
$2.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-400- 12.45% |
$78.9K - $95.1K
|
2.81K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-401- 3.69% |
$79.1K - $95.3K
|
10.5K
$2.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-402- 3.36% |
$79.3K - $95.5K
|
11.5K
$2.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-403- 7.02% |
$79.5K - $95.8K
|
5.34K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-407- 6.71% |
$80.3K - $96.7K
|
5.66K
$1.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-409- 41.48% |
$80.7K - $97.2K
|
577
$119K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-420- 6.56% |
$82.9K - $99.8K
|
5.98K
$1.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-420- 7.39% |
$82.9K - $99.8K
|
5.26K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-423- 0.36% |
$83.5K - $101K
|
117K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-423- 15.47% |
$83.5K - $101K
|
2.31K
$477K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-425- 1.6% |
$83.9K - $101K
|
26.1K
$5.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-426- 3.37% |
$84.1K - $101K
|
12.2K
$2.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-441- 1.68% |
$87K - $105K
|
25.8K
$5.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-447- 9.05% |
$88.2K - $106K
|
4.49K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-448- 2.18% |
$88.4K - $106K
|
20.1K
$4.16M
|