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
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
116New |
$18.6K - $22.4K
|
116
$27.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
116New |
$18.6K - $22.4K
|
116
$27.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
113+ 3.11% |
$18.1K - $21.8K
|
3.74K
$896K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
113New |
$18.1K - $21.8K
|
113
$27K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
112+ 0.02% |
$17.9K - $21.6K
|
481K
$115M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
112+ 1.89% |
$17.9K - $21.6K
|
6.03K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
111+ 2.59% |
$17.8K - $21.4K
|
4.39K
$1.05M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
108+ 0.4% |
$17.3K - $20.9K
|
27.2K
$6.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
108New |
$17.3K - $20.9K
|
108
$25.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
107+ 2.49% |
$17.1K - $20.7K
|
4.41K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
106+ 1.45% |
$17K - $20.5K
|
7.44K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
106New |
$17K - $20.5K
|
106
$25.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
105+ 7.32% |
$16.8K - $20.3K
|
1.54K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
104+ 6.38% |
$16.7K - $20.1K
|
1.73K
$415K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
102New |
$16.3K - $19.7K
|
102
$24.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
102+ 1.52% |
$16.3K - $19.7K
|
6.81K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
101+ 1.65% |
$16.2K - $19.5K
|
6.21K
$1.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
101+ 1.8% |
$16.2K - $19.5K
|
5.7K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
101+ 1.61% |
$16.2K - $19.5K
|
6.36K
$1.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
100+ 3.41% |
$16K - $19.3K
|
3.04K
$726K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
100+ 5.47% |
$16K - $19.3K
|
1.93K
$462K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
97+ 0.7% |
$15.5K - $18.7K
|
13.9K
$3.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
97+ 4.06% |
$15.5K - $18.7K
|
2.49K
$596K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
96New |
$15.4K - $18.5K
|
96
$23K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
95+ 33.45% |
$15.2K - $18.3K
|
379
$90.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
95+ 100.0% |
$15.2K - $18.3K
|
190
$45.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
89+ 0.45% |
$14.3K - $17.2K
|
20.1K
$4.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
87+ 1.81% |
$13.9K - $16.8K
|
4.9K
$1.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
87+ 4.74% |
$13.9K - $16.8K
|
1.92K
$460K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
83+ 0.91% |
$13.3K - $16K
|
9.17K
$2.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
83+ 4.5% |
$13.3K - $16K
|
1.93K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
80+ 6.85% |
$12.8K - $15.4K
|
1.25K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
78+ 0.77% |
$12.5K - $15.1K
|
10.2K
$2.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
77+ 0.42% |
$12.3K - $14.9K
|
18.4K
$4.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
76+ 4.07% |
$12.2K - $14.7K
|
1.94K
$465K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
75+ 1.59% |
$12K - $14.5K
|
4.79K
$1.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
74+ 3.45% |
$11.9K - $14.3K
|
2.22K
$531K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
74New |
$11.9K - $14.3K
|
74
$17.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
73+ 0.59% |
$11.7K - $14.1K
|
12.5K
$2.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
71+ 2.81% |
$11.4K - $13.7K
|
2.6K
$621K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 71.0% |
$11.4K - $13.7K
|
171
$40.9K
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
70+ 1.9% |
$11.2K - $13.5K
|
3.76K
$900K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
68+ 3.73% |
$10.9K - $13.1K
|
1.89K
$453K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
68+ 2.22% |
$10.9K - $13.1K
|
3.13K
$749K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
67+ 3.62% |
$10.7K - $12.9K
|
1.92K
$459K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
67+ 4.06% |
$10.7K - $12.9K
|
1.72K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
67+ 3.72% |
$10.7K - $12.9K
|
1.87K
$447K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
67+ 145.65% |
$10.7K - $12.9K
|
113
$27K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
64+ 0.69% |
$10.3K - $12.4K
|
9.33K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
64+ 0.45% |
$10.3K - $12.4K
|
14.2K
$3.41M
|