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 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.16K+ 11.04% |
$186K - $224K
|
11.7K
$2.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$185K - $223K
|
1.16K
$277K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
1.15KNew |
$185K - $223K
|
1.15K
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.15KNew |
$184K - $222K
|
1.15K
$275K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.15KNew |
$184K - $222K
|
1.15K
$275K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.15KNew |
$184K - $221K
|
1.15K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.14KNew |
$183K - $221K
|
1.14K
$274K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.14K+ 122.12% |
$183K - $221K
|
2.08K
$498K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.14KNew |
$182K - $220K
|
1.14K
$272K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.14KNew |
$182K - $219K
|
1.14K
$272K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.14K+ 27.69% |
$182K - $219K
|
5.24K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.14KNew |
$182K - $219K
|
1.14K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.14KNew |
$182K - $219K
|
1.14K
$272K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.13KNew |
$182K - $219K
|
1.13K
$271K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.13KNew |
$181K - $218K
|
1.13K
$270K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
1.13KNew |
$180K - $217K
|
1.13K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.12KNew |
$180K - $217K
|
1.12K
$269K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.12KNew |
$179K - $216K
|
1.12K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.12K+ 4.45% |
$179K - $216K
|
26.2K
$6.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.12KNew |
$179K - $216K
|
1.12K
$267K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.11KNew |
$178K - $215K
|
1.11K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.11K+ 20.76% |
$177K - $214K
|
6.45K
$1.54M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.1KNew |
$176K - $212K
|
1.1K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
1.1KNew |
$175K - $211K
|
1.1K
$262K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
1.09KNew |
$175K - $211K
|
1.09K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.09KNew |
$175K - $211K
|
1.09K
$261K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.09K+ 71.95% |
$175K - $210K
|
2.61K
$624K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
1.09KNew |
$174K - $210K
|
1.09K
$260K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.08K+ 14.06% |
$173K - $209K
|
8.78K
$2.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$173K - $209K
|
1.08K
$259K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.08KNew |
$173K - $208K
|
1.08K
$258K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
1.08KNew |
$173K - $208K
|
1.08K
$258K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.08K+ 26.82% |
$172K - $208K
|
5.08K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.08KNew |
$172K - $208K
|
1.08K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
1.08KNew |
$172K - $208K
|
1.08K
$257K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.08K+ 26.82% |
$172K - $208K
|
5.08K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.07KNew |
$172K - $207K
|
1.07K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.07K+ 4.7% |
$171K - $206K
|
23.7K
$5.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.07K+ 7.65% |
$171K - $206K
|
15K
$3.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.06K+ 17.19% |
$170K - $205K
|
7.24K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.06K+ 26.1% |
$170K - $205K
|
5.12K
$1.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.06KNew |
$169K - $204K
|
1.06K
$253K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.05KNew |
$169K - $203K
|
1.05K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
1.05KNew |
$168K - $203K
|
1.05K
$251K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.05KNew |
$168K - $203K
|
1.05K
$251K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.05KNew |
$168K - $202K
|
1.05K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
1.05K+ 34.01% |
$168K - $202K
|
4.13K
$988K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.05KNew |
$168K - $202K
|
1.05K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.05KNew |
$168K - $202K
|
1.05K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.05KNew |
$167K - $202K
|
1.05K
$250K
|