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
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.23K+ 7.51% |
$1.03M - $1.24M
|
74.9K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.22K+ 25.45% |
$1.03M - $1.24M
|
25.7K
$6.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.07K+ 33.52% |
$1M - $1.21M
|
20.2K
$4.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5K+ 160.96% |
$987K - $1.19M
|
8.11K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.9KNew |
$967K - $1.16M
|
4.9K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.88K+ 6.35% |
$964K - $1.16M
|
81.8K
$19.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
4.87KNew |
$960K - $1.16M
|
4.87K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
4.84K+ 11.8% |
$955K - $1.15M
|
45.8K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.74K+ 0.49% |
$936K - $1.13M
|
980K
$231M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
4.72K+ 59.15% |
$931K - $1.12M
|
12.7K
$3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.71K+ 9.24% |
$929K - $1.12M
|
55.7K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.64K+ 10.13% |
$915K - $1.1M
|
50.4K
$11.9M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.59K+ 145.6% |
$905K - $1.09M
|
7.74K
$1.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4.58K+ 10.74% |
$904K - $1.09M
|
47.2K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.5K+ 412.75% |
$888K - $1.07M
|
5.59K
$1.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.49K+ 263.56% |
$886K - $1.07M
|
6.2K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
4.47K+ 8.57% |
$881K - $1.06M
|
56.6K
$13.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
4.41K+ 32.87% |
$870K - $1.05M
|
17.8K
$4.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
4.39K+ 4.24% |
$866K - $1.04M
|
108K
$25.5M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
4.31K+ 30.77% |
$851K - $1.03M
|
18.3K
$4.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
4.3K+ 21.15% |
$849K - $1.02M
|
24.6K
$5.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4.27K+ 3.55% |
$843K - $1.02M
|
125K
$29.4M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
4.23KNew |
$834K - $1M
|
4.23K
$997K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.21K+ 743.64% |
$831K - $1M
|
4.78K
$1.13M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.14K+ 293.75% |
$817K - $984K
|
5.55K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.08K+ 10.85% |
$806K - $970K
|
41.7K
$9.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
4.05K+ 6.41% |
$799K - $963K
|
67.3K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.92K+ 23.34% |
$774K - $932K
|
20.7K
$4.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.85KNew |
$759K - $915K
|
3.85K
$908K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.77KNew |
$744K - $897K
|
3.77K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.72K+ 28.82% |
$733K - $883K
|
16.6K
$3.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.71K+ 225.47% |
$732K - $882K
|
5.35K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.69K+ 0.53% |
$728K - $876K
|
705K
$166M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.65KNew |
$720K - $868K
|
3.65K
$861K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.63KNew |
$717K - $864K
|
3.63K
$857K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3.63KNew |
$717K - $863K
|
3.63K
$857K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.62K+ 34.61% |
$713K - $859K
|
14.1K
$3.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.54K+ 107.18% |
$698K - $841K
|
6.84K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.52KNew |
$695K - $837K
|
3.52K
$831K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.45K+ 269.74% |
$681K - $820K
|
4.73K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.42KNew |
$676K - $814K
|
3.42K
$808K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.42K+ 3.65% |
$675K - $813K
|
97K
$22.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.39K+ 9.05% |
$670K - $807K
|
40.9K
$9.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.39K+ 817.63% |
$668K - $805K
|
3.8K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.29K+ 12.6% |
$649K - $782K
|
29.4K
$6.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.27K+ 361.26% |
$646K - $778K
|
4.18K
$986K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.22KNew |
$636K - $766K
|
3.22K
$760K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.18K+ 24.21% |
$628K - $757K
|
16.3K
$3.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.15K+ 11.06% |
$622K - $749K
|
31.7K
$7.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.06KNew |
$604K - $728K
|
3.06K
$722K
|