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 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
702+ 3.2% |
$112K - $136K
|
22.6K
$5.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
700+ 376.34% |
$112K - $135K
|
886
$212K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
697+ 3.19% |
$112K - $135K
|
22.5K
$5.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
697+ 2.3% |
$112K - $135K
|
31K
$7.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
684+ 2.39% |
$110K - $132K
|
29.3K
$7.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
682+ 3.58% |
$109K - $132K
|
19.8K
$4.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
636+ 4.98% |
$102K - $123K
|
13.4K
$3.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
632+ 8.82% |
$101K - $122K
|
7.8K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
623+ 6.44% |
$99.8K - $120K
|
10.3K
$2.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
615New |
$98.5K - $119K
|
615
$147K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
614+ 5.14% |
$98.4K - $119K
|
12.6K
$3M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
611+ 35.77% |
$97.9K - $118K
|
2.32K
$555K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
609+ 4.34% |
$97.6K - $118K
|
14.7K
$3.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
601New |
$96.3K - $116K
|
601
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
600New |
$96.1K - $116K
|
600
$144K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
594+ 7.0% |
$95.2K - $115K
|
9.08K
$2.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
581+ 115.97% |
$93.1K - $112K
|
1.08K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
578New |
$92.6K - $112K
|
578
$138K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
574+ 1.64% |
$91.9K - $111K
|
35.6K
$8.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
571+ 11.45% |
$91.5K - $110K
|
5.56K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
558+ 25.48% |
$89.4K - $108K
|
2.75K
$658K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
553+ 1675.76% |
$88.6K - $107K
|
586
$140K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
551+ 4.0% |
$88.3K - $106K
|
14.3K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
550+ 1.36% |
$88.1K - $106K
|
41.1K
$9.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
549+ 0.98% |
$87.9K - $106K
|
56.4K
$13.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
548New |
$87.8K - $106K
|
548
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
541+ 281.77% |
$86.7K - $104K
|
733
$175K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
539+ 5.83% |
$86.3K - $104K
|
9.79K
$2.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
532+ 1.55% |
$85.2K - $103K
|
35K
$8.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
528+ 2.62% |
$84.6K - $102K
|
20.7K
$4.95M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
526+ 1.03% |
$84.3K - $102K
|
51.4K
$12.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
504+ 4.11% |
$80.7K - $97.3K
|
12.8K
$3.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
500+ 10.41% |
$80.1K - $96.5K
|
5.3K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
500+ 4.71% |
$80.1K - $96.5K
|
11.1K
$2.66M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
500+ 2.58% |
$80.1K - $96.5K
|
19.9K
$4.76M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
492+ 77.73% |
$78.8K - $95K
|
1.13K
$269K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
481+ 8.45% |
$77.1K - $92.9K
|
6.17K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
480New |
$76.9K - $92.7K
|
480
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
478+ 5.04% |
$76.6K - $92.3K
|
9.96K
$2.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
473+ 11.21% |
$75.8K - $91.3K
|
4.69K
$1.12M
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
472+ 21.58% |
$75.6K - $91.1K
|
2.66K
$636K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
470New |
$75.3K - $90.7K
|
470
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
466+ 0.15% |
$74.6K - $90K
|
304K
$72.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
462+ 5.04% |
$74K - $89.2K
|
9.62K
$2.3M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
462New |
$74K - $89.2K
|
462
$111K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
460New |
$73.7K - $88.8K
|
460
$110K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
452+ 5.61% |
$72.4K - $87.3K
|
8.51K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
450+ 17.61% |
$72.1K - $86.9K
|
3.01K
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
450+ 17.24% |
$72.1K - $86.9K
|
3.06K
$732K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
449+ 0.74% |
$71.9K - $86.7K
|
61.1K
$14.6M
|