Purchases and Sales Made in Q4 2023 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.35KNew |
$216K - $260K
|
1.35K
$323K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.35K+ 42.08% |
$215K - $260K
|
4.54K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.33KNew |
$214K - $258K
|
1.33K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.33K+ 3.13% |
$213K - $257K
|
43.9K
$10.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.33KNew |
$213K - $257K
|
1.33K
$318K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.32K+ 4555.17% |
$212K - $255K
|
1.35K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.32KNew |
$211K - $254K
|
1.32K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$208K - $251K
|
1.3K
$311K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.3K+ 7.74% |
$208K - $250K
|
18K
$4.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 11.87% |
$208K - $250K
|
12.2K
$2.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.29K+ 22.01% |
$207K - $250K
|
7.17K
$1.72M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.29KNew |
$207K - $249K
|
1.29K
$309K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.29KNew |
$207K - $249K
|
1.29K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.29K+ 15.96% |
$206K - $248K
|
9.34K
$2.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.28K+ 32.05% |
$205K - $247K
|
5.28K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.28K+ 72.45% |
$205K - $247K
|
3.04K
$728K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.27KNew |
$203K - $245K
|
1.27K
$304K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 33.34% |
$203K - $245K
|
5.07K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.26K+ 5.87% |
$202K - $243K
|
22.8K
$5.45M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.26KNew |
$202K - $243K
|
1.26K
$302K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.25K+ 17.92% |
$200K - $241K
|
8.22K
$1.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.24KNew |
$199K - $240K
|
1.24K
$297K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$198K - $238K
|
1.24K
$296K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.23KNew |
$198K - $238K
|
1.23K
$295K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.23KNew |
$197K - $238K
|
1.23K
$295K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.23K+ 1.04% |
$197K - $238K
|
119K
$28.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.22K+ 82.8% |
$196K - $236K
|
2.7K
$646K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.22KNew |
$195K - $235K
|
1.22K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.22KNew |
$195K - $235K
|
1.22K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.21KNew |
$194K - $234K
|
1.21K
$290K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.21KNew |
$194K - $234K
|
1.21K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.21KNew |
$193K - $233K
|
1.21K
$288K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
1.2K+ 4.47% |
$193K - $232K
|
28.1K
$6.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.2K+ 4.63% |
$193K - $232K
|
27.2K
$6.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.2KNew |
$192K - $232K
|
1.2K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.2KNew |
$192K - $232K
|
1.2K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.19KNew |
$191K - $230K
|
1.19K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.19KNew |
$191K - $230K
|
1.19K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.18KNew |
$190K - $228K
|
1.18K
$283K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.18KNew |
$189K - $228K
|
1.18K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
1.18KNew |
$189K - $228K
|
1.18K
$283K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.18K+ 4.95% |
$189K - $228K
|
25K
$5.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 1960.0% |
$188K - $227K
|
1.24K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.17K+ 13.26% |
$188K - $227K
|
10K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$188K - $227K
|
1.17K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.17KNew |
$188K - $227K
|
1.17K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.17KNew |
$187K - $226K
|
1.17K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.17KNew |
$187K - $225K
|
1.17K
$279K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.17KNew |
$187K - $225K
|
1.17K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.16K+ 80.6% |
$186K - $225K
|
2.61K
$624K
|