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
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.4K- 1.39% |
$868K - $1.05M
|
312K
$73.9M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-4.41K- 12.89% |
$869K - $1.05M
|
29.8K
$7.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.41K- 7.99% |
$870K - $1.05M
|
50.8K
$12M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.48K- 8.8% |
$884K - $1.06M
|
46.4K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.5K- 3.12% |
$888K - $1.07M
|
140K
$33.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.55K- 3.48% |
$897K - $1.08M
|
126K
$29.8M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.55K- 8.73% |
$898K - $1.08M
|
47.6K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-4.62K- 13.0% |
$912K - $1.1M
|
30.9K
$7.32M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-4.85K- 90.36% |
$958K - $1.15M
|
518
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.93K- 43.61% |
$972K - $1.17M
|
6.37K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-4.98K- 46.48% |
$982K - $1.18M
|
5.73K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.13K- 65.02% |
$1.01M - $1.22M
|
2.76K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.15K- 92.31% |
$1.02M - $1.22M
|
429
$102K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.17K- 3.11% |
$1.02M - $1.23M
|
161K
$38.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-5.19K- 59.37% |
$1.02M - $1.23M
|
3.55K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-5.48K- 1.68% |
$1.08M - $1.3M
|
321K
$75.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5.68K- 5.17% |
$1.12M - $1.35M
|
104K
$24.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.72K- 66.2% |
$1.13M - $1.36M
|
2.92K
$691K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-5.76K- 2.78% |
$1.14M - $1.37M
|
202K
$47.8M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-5.89K- 21.03% |
$1.16M - $1.4M
|
22.1K
$5.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.9K- 7.99% |
$1.16M - $1.4M
|
67.9K
$16.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5.99K- 12.49% |
$1.18M - $1.42M
|
42K
$9.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-6.14K- 1.33% |
$1.21M - $1.46M
|
456K
$108M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-6.22K- 16.07% |
$1.23M - $1.48M
|
32.5K
$7.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.48K- 31.87% |
$1.28M - $1.54M
|
13.9K
$3.28M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.52K- 35.18% |
$1.29M - $1.55M
|
12K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.55K- 37.3% |
$1.29M - $1.56M
|
11K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.65K- 63.33% |
$1.31M - $1.58M
|
3.85K
$912K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-6.7K- 29.91% |
$1.32M - $1.59M
|
15.7K
$3.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-7.09K- 41.0% |
$1.4M - $1.68M
|
10.2K
$2.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.11K- 2.57% |
$1.4M - $1.69M
|
270K
$63.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-7.22K- 4.54% |
$1.42M - $1.72M
|
152K
$35.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-7.39K- 11.29% |
$1.46M - $1.76M
|
58.1K
$13.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-7.47K- 12.59% |
$1.47M - $1.77M
|
51.8K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.58K- 37.0% |
$1.5M - $1.8M
|
12.9K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.63K- 10.48% |
$1.51M - $1.81M
|
65.2K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7.71K- 4.14% |
$1.52M - $1.83M
|
178K
$42.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.97K- 76.69% |
$1.57M - $1.89M
|
2.42K
$574K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
SELL
|
- |
-8.14K- 33.57% |
$1.61M - $1.93M
|
16.1K
$3.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-8.16K- 51.15% |
$1.61M - $1.94M
|
7.79K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.41K- 14.42% |
$1.66M - $2M
|
49.9K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.76K- 2.24% |
$1.73M - $2.08M
|
382K
$90.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-8.79K- 63.05% |
$1.73M - $2.09M
|
5.15K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-9.32K- 99.98% |
$1.84M - $2.22M
|
2
$474
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.38K- 7.22% |
$1.85M - $2.23M
|
121K
$28.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.58K- 2.38% |
$1.89M - $2.28M
|
393K
$93M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9.79K- 35.61% |
$1.93M - $2.33M
|
17.7K
$4.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.81K- 4.43% |
$1.94M - $2.33M
|
212K
$50.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-10.3K- 5.69% |
$2.04M - $2.45M
|
171K
$40.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 31.48% |
$2.08M - $2.5M
|
22.9K
$5.43M
|