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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.05KNew |
$167K - $202K
|
1.05K
$250K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.04KNew |
$167K - $201K
|
1.04K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.04K+ 12.37% |
$167K - $201K
|
9.48K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.04KNew |
$167K - $201K
|
1.04K
$249K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.04K+ 0.85% |
$167K - $201K
|
123K
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.03K+ 81.48% |
$166K - $200K
|
2.3K
$551K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.03K+ 2.41% |
$165K - $198K
|
43.7K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.03K+ 28.77% |
$164K - $198K
|
4.59K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.02K+ 1.07% |
$163K - $197K
|
96.1K
$23M
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.02K+ 0.9% |
$163K - $196K
|
114K
$27.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.01K+ 9.12% |
$161K - $195K
|
12.1K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.01K+ 43.67% |
$161K - $195K
|
3.32K
$794K
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1KNew |
$161K - $194K
|
1K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1KNew |
$160K - $193K
|
1K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
994+ 33.81% |
$159K - $192K
|
3.93K
$942K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
994+ 1.74% |
$159K - $192K
|
58.3K
$13.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
978+ 70.06% |
$157K - $189K
|
2.37K
$568K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
960+ 5.87% |
$154K - $185K
|
17.3K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
956+ 4.83% |
$153K - $185K
|
20.7K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
950+ 16.07% |
$152K - $183K
|
6.86K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
941+ 11.97% |
$151K - $182K
|
8.8K
$2.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
939+ 1.36% |
$150K - $181K
|
70.1K
$16.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
930+ 14.69% |
$149K - $180K
|
7.26K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
917+ 2.96% |
$147K - $177K
|
31.9K
$7.64M
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
902+ 8.02% |
$144K - $174K
|
12.2K
$2.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
901+ 1.16% |
$144K - $174K
|
78.6K
$18.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
901New |
$144K - $174K
|
901
$216K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
894New |
$143K - $173K
|
894
$214K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
894+ 2.76% |
$143K - $173K
|
33.3K
$7.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
888+ 3.29% |
$142K - $171K
|
27.8K
$6.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
884+ 23.21% |
$142K - $171K
|
4.69K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
857+ 8.3% |
$137K - $165K
|
11.2K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
836+ 12.47% |
$134K - $161K
|
7.54K
$1.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
827+ 7.07% |
$132K - $160K
|
12.5K
$3M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
825+ 27.41% |
$132K - $159K
|
3.84K
$918K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
802+ 4.58% |
$128K - $155K
|
18.3K
$4.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
791+ 0.62% |
$127K - $153K
|
128K
$30.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
778+ 2.14% |
$125K - $150K
|
37.2K
$8.89M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
765+ 2.31% |
$123K - $148K
|
33.9K
$8.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
764+ 29.44% |
$122K - $148K
|
3.36K
$804K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
761+ 6.65% |
$122K - $147K
|
12.2K
$2.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
751+ 0.87% |
$120K - $145K
|
87.1K
$20.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
747+ 15.83% |
$120K - $144K
|
5.47K
$1.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
744+ 39.08% |
$119K - $144K
|
2.65K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
743+ 0.33% |
$119K - $143K
|
227K
$54.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
734+ 5.43% |
$118K - $142K
|
14.3K
$3.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
715+ 1.23% |
$115K - $138K
|
58.8K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
709+ 34.53% |
$114K - $137K
|
2.76K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
707+ 20.07% |
$113K - $137K
|
4.23K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
704+ 22.94% |
$113K - $136K
|
3.77K
$903K
|