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 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.21KNew |
$437K - $526K
|
2.21K
$522K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.21K+ 21.16% |
$436K - $526K
|
12.7K
$2.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.17K+ 6.54% |
$428K - $516K
|
35.3K
$8.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.16K+ 1.85% |
$426K - $513K
|
119K
$28M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.16K+ 36.8% |
$425K - $512K
|
8.01K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.14K+ 16.23% |
$422K - $508K
|
15.3K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.13K+ 13.77% |
$421K - $507K
|
17.6K
$4.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.12K+ 41.87% |
$419K - $505K
|
7.19K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.1K+ 16.76% |
$415K - $499K
|
14.6K
$3.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.1K+ 6.4% |
$414K - $499K
|
34.9K
$8.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.1K+ 9.48% |
$414K - $498K
|
24.2K
$5.71M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.09K+ 2.15% |
$412K - $496K
|
99.1K
$23.4M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$410K - $494K
|
2.08K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.05KNew |
$405K - $488K
|
2.05K
$485K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.01KNew |
$397K - $478K
|
2.01K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2.01KNew |
$396K - $477K
|
2.01K
$474K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.01KNew |
$396K - $477K
|
2.01K
$473K
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
2KNew |
$395K - $476K
|
2K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2KNew |
$395K - $476K
|
2K
$472K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.99K+ 13.53% |
$393K - $473K
|
16.7K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.99K+ 12.52% |
$392K - $472K
|
17.9K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.99K+ 8.07% |
$392K - $472K
|
26.6K
$6.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.97K+ 23.25% |
$388K - $468K
|
10.4K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.96K+ 56.37% |
$386K - $465K
|
5.43K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.95K+ 63.32% |
$386K - $464K
|
5.04K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
1.93KNew |
$381K - $459K
|
1.93K
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1.93K+ 10.26% |
$380K - $458K
|
20.7K
$4.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.83K+ 53.93% |
$362K - $436K
|
5.24K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.83K+ 68.16% |
$361K - $435K
|
4.52K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.81K+ 14.72% |
$357K - $430K
|
14.1K
$3.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.81K+ 2.09% |
$357K - $430K
|
88.2K
$20.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.8KNew |
$355K - $428K
|
1.8K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.77KNew |
$350K - $421K
|
1.77K
$418K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.77K+ 3.56% |
$350K - $421K
|
51.5K
$12.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.77K+ 3.12% |
$349K - $420K
|
58.5K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.76K+ 54.26% |
$347K - $417K
|
4.99K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.74K+ 340.43% |
$344K - $414K
|
2.26K
$532K
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
1.74K+ 3.95% |
$344K - $414K
|
45.8K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.69KNew |
$334K - $402K
|
1.69K
$399K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.68K+ 7.75% |
$332K - $400K
|
23.4K
$5.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.67K+ 56.92% |
$329K - $396K
|
4.59K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.67KNew |
$329K - $396K
|
1.67K
$393K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.66KNew |
$328K - $395K
|
1.66K
$392K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.63K+ 6.64% |
$322K - $388K
|
26.2K
$6.19M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.63K+ 4.39% |
$321K - $387K
|
38.7K
$9.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.63KNew |
$321K - $387K
|
1.63K
$384K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.61KNew |
$319K - $384K
|
1.61K
$381K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.61K+ 9.14% |
$318K - $383K
|
19.2K
$4.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.58KNew |
$311K - $374K
|
1.58K
$372K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.55K+ 12.74% |
$305K - $368K
|
13.7K
$3.23M
|