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 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
441+ 5.77% |
$70.6K - $85.1K
|
8.09K
$1.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
440New |
$70.5K - $85K
|
440
$105K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
436+ 2.64% |
$69.8K - $84.2K
|
17K
$4.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
434+ 4.36% |
$69.5K - $83.8K
|
10.4K
$2.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
431+ 4.55% |
$69K - $83.2K
|
9.91K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
431+ 49.03% |
$69K - $83.2K
|
1.31K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
428+ 2.36% |
$68.6K - $82.6K
|
18.5K
$4.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
425+ 12.69% |
$68.1K - $82.1K
|
3.78K
$904K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
424+ 42.4% |
$67.9K - $81.9K
|
1.42K
$341K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
423+ 0.09% |
$67.8K - $81.7K
|
494K
$118M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
421+ 11.04% |
$67.4K - $81.3K
|
4.23K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
421+ 15.08% |
$67.4K - $81.3K
|
3.21K
$769K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
420+ 5.85% |
$67.3K - $81.1K
|
7.6K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
420New |
$67.3K - $81.1K
|
420
$101K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
420+ 7.26% |
$67.3K - $81.1K
|
6.21K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
419+ 2.99% |
$67.1K - $80.9K
|
14.5K
$3.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
410+ 62.31% |
$65.7K - $79.2K
|
1.07K
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
408+ 5.21% |
$65.4K - $78.8K
|
8.24K
$1.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
404+ 4.44% |
$64.7K - $78K
|
9.5K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
402+ 2.08% |
$64.4K - $77.6K
|
19.7K
$4.72M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
400New |
$64.1K - $77.2K
|
400
$95.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
398+ 16.91% |
$63.8K - $76.8K
|
2.75K
$659K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
398+ 4.47% |
$63.8K - $76.8K
|
9.3K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
388New |
$62.2K - $74.9K
|
388
$92.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
387New |
$62K - $74.7K
|
387
$92.6K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
385New |
$61.7K - $74.3K
|
385
$92.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
382+ 13.3% |
$61.2K - $73.8K
|
3.26K
$779K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
380+ 51.35% |
$60.9K - $73.4K
|
1.12K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
377+ 4.89% |
$60.4K - $72.8K
|
8.09K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
375+ 4.07% |
$60.1K - $72.4K
|
9.58K
$2.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
372+ 2.03% |
$59.6K - $71.8K
|
18.7K
$4.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
372+ 18.15% |
$59.6K - $71.8K
|
2.42K
$580K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
368+ 8.04% |
$58.9K - $71K
|
4.94K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
363+ 0.89% |
$58.1K - $70.1K
|
40.9K
$9.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
359+ 2.36% |
$57.5K - $69.3K
|
15.5K
$3.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
356+ 4.39% |
$57K - $68.7K
|
8.46K
$2.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
350+ 1.74% |
$56.1K - $67.6K
|
20.4K
$4.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
350+ 9.97% |
$56.1K - $67.6K
|
3.86K
$924K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
350+ 4.3% |
$56.1K - $67.6K
|
8.49K
$2.03M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
347+ 8.54% |
$55.6K - $67K
|
4.41K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
346+ 4.45% |
$55.4K - $66.8K
|
8.12K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
343+ 381.11% |
$54.9K - $66.2K
|
433
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
341+ 4.35% |
$54.6K - $65.8K
|
8.17K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
337+ 3.29% |
$54K - $65.1K
|
10.6K
$2.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
336+ 5.58% |
$53.8K - $64.9K
|
6.35K
$1.52M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
336+ 6.66% |
$53.8K - $64.9K
|
5.38K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
331+ 16.55% |
$53K - $63.9K
|
2.33K
$558K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
326+ 9.72% |
$52.2K - $62.9K
|
3.68K
$881K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
325+ 8.6% |
$52.1K - $62.7K
|
4.1K
$982K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
321+ 1.72% |
$51.4K - $62K
|
19K
$4.56M
|