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 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
62+ 2.21% |
$9.93K - $12K
|
2.87K
$687K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
61+ 0.62% |
$9.77K - $11.8K
|
9.93K
$2.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
61+ 0.49% |
$9.77K - $11.8K
|
12.4K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
61+ 0.53% |
$9.77K - $11.8K
|
11.6K
$2.77M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
60+ 40.0% |
$9.61K - $11.6K
|
210
$50.3K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
60+ 4.2% |
$9.61K - $11.6K
|
1.49K
$356K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
58+ 15.47% |
$9.29K - $11.2K
|
433
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
57+ 0.44% |
$9.13K - $11K
|
13K
$3.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
56+ 2.24% |
$8.97K - $10.8K
|
2.56K
$612K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
56+ 466.67% |
$8.97K - $10.8K
|
68
$16.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
55+ 3.07% |
$8.81K - $10.6K
|
1.85K
$442K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
54+ 4.33% |
$8.65K - $10.4K
|
1.3K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
52+ 1.62% |
$8.33K - $10K
|
3.26K
$780K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
51+ 12.88% |
$8.17K - $9.85K
|
447
$107K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
51+ 6.36% |
$8.17K - $9.85K
|
853
$204K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
50+ 2.94% |
$8.01K - $9.65K
|
1.75K
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
50+ 0.71% |
$8.01K - $9.65K
|
7.06K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
50New |
$8.01K - $9.65K
|
50
$12K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
49+ 3.38% |
$7.85K - $9.46K
|
1.5K
$359K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
49+ 4.52% |
$7.85K - $9.46K
|
1.13K
$271K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
47+ 0.34% |
$7.53K - $9.07K
|
13.7K
$3.29M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
47+ 2.94% |
$7.53K - $9.07K
|
1.64K
$393K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
45+ 0.73% |
$7.21K - $8.69K
|
6.2K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
44+ 2.57% |
$7.05K - $8.5K
|
1.76K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
44+ 0.36% |
$7.05K - $8.5K
|
12.3K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
42+ 0.76% |
$6.73K - $8.11K
|
5.55K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
41+ 39.05% |
$6.57K - $7.92K
|
146
$34.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40+ 2.27% |
$6.41K - $7.72K
|
1.8K
$431K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
40+ 2.22% |
$6.41K - $7.72K
|
1.84K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
40+ 1.29% |
$6.41K - $7.72K
|
3.14K
$752K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
37New |
$5.93K - $7.14K
|
37
$8.86K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
35+ 2.83% |
$5.61K - $6.76K
|
1.27K
$304K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
34+ 1.05% |
$5.45K - $6.56K
|
3.27K
$784K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
33+ 1.86% |
$5.29K - $6.37K
|
1.81K
$433K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
33+ 0.1% |
$5.29K - $6.37K
|
32.7K
$7.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
33+ 0.38% |
$5.29K - $6.37K
|
8.62K
$2.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
30+ 0.42% |
$4.81K - $5.79K
|
7.12K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
30+ 1.94% |
$4.81K - $5.79K
|
1.58K
$378K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
30New |
$4.81K - $5.79K
|
30
$7.18K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
29New |
$4.65K - $5.6K
|
29
$6.94K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
28+ 0.44% |
$4.49K - $5.41K
|
6.34K
$1.52M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
26New |
$4.16K - $5.02K
|
26
$6.22K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
24+ 0.29% |
$3.84K - $4.63K
|
8.18K
$1.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 0.93% |
$3.68K - $4.44K
|
2.49K
$597K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22New |
$3.52K - $4.25K
|
22
$5.27K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
21+ 0.27% |
$3.36K - $4.05K
|
7.92K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
20+ 2.22% |
$3.2K - $3.86K
|
919
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
20+ 0.63% |
$3.2K - $3.86K
|
3.21K
$769K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
19+ 0.2% |
$3.04K - $3.67K
|
9.54K
$2.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19+ 0.76% |
$3.04K - $3.67K
|
2.51K
$600K
|