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 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-846- 6.18% |
$167K - $201K
|
12.8K
$3.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-850- 35.9% |
$168K - $202K
|
1.52K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-854- 3.31% |
$169K - $203K
|
24.9K
$5.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-860- 1.25% |
$170K - $204K
|
67.8K
$16.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-863- 0.79% |
$170K - $205K
|
108K
$25.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-871- 2.45% |
$172K - $207K
|
34.7K
$8.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-873- 6.66% |
$172K - $207K
|
12.2K
$2.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-875- 46.67% |
$173K - $208K
|
1K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-877- 2.52% |
$173K - $208K
|
33.9K
$8.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-897- 6.74% |
$177K - $213K
|
12.4K
$2.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-903- 0.77% |
$178K - $215K
|
117K
$27.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-919- 3.57% |
$181K - $218K
|
24.8K
$5.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-923- 92.76% |
$182K - $219K
|
72
$17K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-931- 1.96% |
$184K - $221K
|
46.6K
$11M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-932- 20.82% |
$184K - $222K
|
3.55K
$839K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-940- 5.85% |
$185K - $223K
|
15.1K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-965- 2.68% |
$190K - $229K
|
35.1K
$8.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-973- 15.63% |
$192K - $231K
|
5.25K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-996- 0.52% |
$197K - $237K
|
191K
$45.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-998- 29.54% |
$197K - $237K
|
2.38K
$564K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1K- 1.73% |
$197K - $238K
|
56.8K
$13.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.02K- 1.86% |
$202K - $243K
|
54.1K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.05K- 90.34% |
$207K - $249K
|
112
$26.5K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.05K- 23.61% |
$207K - $249K
|
3.39K
$804K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.07K- 3.56% |
$212K - $255K
|
29.1K
$6.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.12K- 23.01% |
$221K - $266K
|
3.75K
$888K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 1.91% |
$221K - $266K
|
57.6K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.13K- 16.71% |
$222K - $268K
|
5.61K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.13K- 6.0% |
$223K - $269K
|
17.7K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.14K- 82.25% |
$224K - $270K
|
245
$58K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.14K- 5.26% |
$225K - $271K
|
20.5K
$4.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.15K- 30.59% |
$226K - $273K
|
2.6K
$616K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 31.71% |
$227K - $274K
|
2.48K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.17K- 3.22% |
$231K - $279K
|
35.3K
$8.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.18K- 26.01% |
$232K - $280K
|
3.35K
$793K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 4.2% |
$232K - $280K
|
26.8K
$6.36M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.18K- 6.49% |
$232K - $280K
|
17K
$4.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.22K- 1.52% |
$241K - $290K
|
78.7K
$18.6M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.24K- 5.62% |
$244K - $294K
|
20.8K
$4.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.25K- 15.8% |
$247K - $298K
|
6.67K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.26K- 9.19% |
$248K - $299K
|
12.4K
$2.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.27K- 41.13% |
$251K - $303K
|
1.82K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.28K- 8.0% |
$252K - $303K
|
14.7K
$3.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.29K- 35.4% |
$255K - $307K
|
2.36K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.29K- 1.52% |
$255K - $307K
|
83.6K
$19.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.3K- 43.16% |
$257K - $309K
|
1.72K
$406K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.31K- 1.29% |
$259K - $312K
|
100K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.34K- 51.44% |
$265K - $319K
|
1.27K
$300K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.35K- 19.5% |
$266K - $320K
|
5.56K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-1.35K- 52.5% |
$266K - $320K
|
1.22K
$288K
|