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
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-554- 2.89% |
$109K - $132K
|
18.6K
$4.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-557- 31.07% |
$110K - $132K
|
1.24K
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-557- 1.61% |
$110K - $132K
|
34.1K
$8.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-563- 16.96% |
$111K - $134K
|
2.76K
$660K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-563- 2.38% |
$111K - $134K
|
23.1K
$5.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-564- 2.77% |
$111K - $134K
|
19.8K
$4.73M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-566- 4.14% |
$112K - $135K
|
13.1K
$3.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-573- 3.32% |
$113K - $136K
|
16.7K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-585- 34.72% |
$115K - $139K
|
1.1K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-592- 4.92% |
$117K - $141K
|
11.4K
$2.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-596- 10.91% |
$118K - $142K
|
4.87K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-605- 6.03% |
$119K - $144K
|
9.44K
$2.26M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-605- 0.44% |
$119K - $144K
|
138K
$33M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-609- 1.82% |
$120K - $145K
|
32.9K
$7.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-611- 21.25% |
$121K - $145K
|
2.26K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-617- 4.18% |
$122K - $147K
|
14.1K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-639- 15.1% |
$126K - $152K
|
3.59K
$860K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-640- 5.21% |
$126K - $152K
|
11.7K
$2.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-640- 26.97% |
$126K - $152K
|
1.73K
$415K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-643- 3.16% |
$127K - $153K
|
19.7K
$4.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-646- 3.86% |
$127K - $154K
|
16.1K
$3.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-654- 0.88% |
$129K - $155K
|
73.9K
$17.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-663- 9.23% |
$131K - $158K
|
6.52K
$1.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-667- 1.58% |
$132K - $159K
|
41.5K
$9.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-667- 41.9% |
$132K - $159K
|
925
$221K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-670- 0.4% |
$132K - $159K
|
168K
$40.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-689- 9.63% |
$136K - $164K
|
6.46K
$1.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-690- 22.7% |
$136K - $164K
|
2.35K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-690- 1.42% |
$136K - $164K
|
47.9K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-700- 6.14% |
$138K - $166K
|
10.7K
$2.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-707- 2.02% |
$140K - $168K
|
34.2K
$8.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-714- 2.08% |
$141K - $170K
|
33.6K
$8.03M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-718- 2.99% |
$142K - $171K
|
23.3K
$5.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-723- 0.34% |
$143K - $172K
|
212K
$50.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-725- 2.54% |
$143K - $172K
|
27.8K
$6.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-728- 0.68% |
$144K - $173K
|
107K
$25.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-735- 15.89% |
$145K - $175K
|
3.89K
$931K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-736- 22.24% |
$145K - $175K
|
2.57K
$616K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-736- 1.09% |
$145K - $175K
|
67K
$16M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-755- 23.68% |
$149K - $179K
|
2.43K
$583K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-767- 9.42% |
$151K - $182K
|
7.38K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-767- 28.94% |
$151K - $182K
|
1.88K
$451K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-775- 9.48% |
$153K - $184K
|
7.4K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-777- 3.14% |
$153K - $185K
|
24K
$5.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-789- 4.89% |
$156K - $188K
|
15.3K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-791- 37.99% |
$156K - $188K
|
1.29K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-794- 1.4% |
$157K - $189K
|
55.7K
$13.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-797- 6.89% |
$157K - $189K
|
10.8K
$2.58M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-800- 0.63% |
$158K - $190K
|
127K
$30.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-820- 1.61% |
$162K - $195K
|
50.1K
$12M
|