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 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
320+ 4.66% |
$51.3K - $61.8K
|
7.19K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
319+ 1.8% |
$51.1K - $61.6K
|
18.1K
$4.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
317+ 0.48% |
$50.8K - $61.2K
|
66.7K
$16M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
317+ 6.08% |
$50.8K - $61.2K
|
5.53K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
316+ 2.13% |
$50.6K - $61K
|
15.2K
$3.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
315+ 1.56% |
$50.5K - $60.8K
|
20.5K
$4.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
312+ 1.03% |
$50K - $60.2K
|
30.7K
$7.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
312+ 1.65% |
$50K - $60.2K
|
19.2K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
306+ 17.58% |
$49K - $59.1K
|
2.05K
$490K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
304+ 6.75% |
$48.7K - $58.7K
|
4.81K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
303+ 11.48% |
$48.5K - $58.5K
|
2.94K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
300+ 3.11% |
$48.1K - $57.9K
|
9.94K
$2.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
299+ 3.52% |
$47.9K - $57.7K
|
8.8K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
290+ 1.66% |
$46.5K - $56K
|
17.8K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
289+ 31.31% |
$46.3K - $55.8K
|
1.21K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
287+ 5.48% |
$46K - $55.4K
|
5.53K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
286New |
$45.8K - $55.2K
|
286
$68.5K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
278+ 0.8% |
$44.5K - $53.7K
|
35K
$8.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
277+ 16.66% |
$44.4K - $53.5K
|
1.94K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
277+ 0.02% |
$44.4K - $53.5K
|
1.4M
$336M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
277New |
$44.4K - $53.5K
|
277
$66.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
275New |
$44.1K - $53.1K
|
275
$65.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
275+ 6.07% |
$44.1K - $53.1K
|
4.81K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
275New |
$44.1K - $53.1K
|
275
$65.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
275New |
$44.1K - $53.1K
|
275
$65.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
273New |
$43.7K - $52.7K
|
273
$65.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
271+ 2.89% |
$43.4K - $52.3K
|
9.66K
$2.31M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
271+ 2.89% |
$43.4K - $52.3K
|
9.66K
$2.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
270+ 2.99% |
$43.3K - $52.1K
|
9.3K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
268New |
$42.9K - $51.7K
|
268
$64.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
268+ 4.2% |
$42.9K - $51.7K
|
6.65K
$1.59M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
262+ 3.73% |
$42K - $50.6K
|
7.28K
$1.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
261+ 17.07% |
$41.8K - $50.4K
|
1.79K
$428K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
261+ 6.06% |
$41.8K - $50.4K
|
4.57K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
260+ 25.34% |
$41.6K - $50.2K
|
1.29K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
258+ 7.3% |
$41.3K - $49.8K
|
3.79K
$908K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
254+ 1.77% |
$40.7K - $49K
|
14.6K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
250+ 2.98% |
$40K - $48.3K
|
8.63K
$2.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
249+ 1.21% |
$39.9K - $48.1K
|
20.8K
$4.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
248New |
$39.7K - $47.9K
|
248
$59.4K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
248+ 10.3% |
$39.7K - $47.9K
|
2.66K
$636K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
240+ 0.48% |
$38.4K - $46.3K
|
49.8K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
238+ 0.18% |
$38.1K - $46K
|
132K
$31.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
237+ 5.52% |
$38K - $45.8K
|
4.53K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
229+ 17.31% |
$36.7K - $44.2K
|
1.55K
$372K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
228+ 0.86% |
$36.5K - $44K
|
26.7K
$6.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
225+ 121.62% |
$36K - $43.4K
|
410
$98.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
220New |
$35.2K - $42.5K
|
220
$52.7K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
215+ 0.37% |
$34.4K - $41.5K
|
57.6K
$13.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
208+ 3.05% |
$33.3K - $40.2K
|
7.03K
$1.68M
|