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
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
19+ 0.15% |
$3.04K - $3.67K
|
12.8K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
19+ 0.82% |
$3.04K - $3.67K
|
2.34K
$561K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 3.6% |
$2.88K - $3.48K
|
518
$124K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
18+ 1.15% |
$2.88K - $3.48K
|
1.58K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
17+ 0.56% |
$2.72K - $3.28K
|
3.05K
$730K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15+ 0.48% |
$2.4K - $2.9K
|
3.12K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
15+ 0.42% |
$2.4K - $2.9K
|
3.58K
$858K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
14+ 0.14% |
$2.24K - $2.7K
|
9.74K
$2.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
14+ 0.56% |
$2.24K - $2.7K
|
2.5K
$598K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
14+ 0.27% |
$2.24K - $2.7K
|
5.28K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
14+ 0.39% |
$2.24K - $2.7K
|
3.57K
$853K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.16% |
$2.24K - $2.7K
|
9.03K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
13+ 0.55% |
$2.08K - $2.51K
|
2.36K
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
13+ 0.07% |
$2.08K - $2.51K
|
18.4K
$4.4M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
12+ 0.84% |
$1.92K - $2.32K
|
1.44K
$345K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11+ 0.67% |
$1.76K - $2.12K
|
1.65K
$395K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
11+ 0.34% |
$1.76K - $2.12K
|
3.27K
$782K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
11+ 0.22% |
$1.76K - $2.12K
|
5.05K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$1.76K - $2.12K
|
11
$2.63K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
11New |
$1.76K - $2.12K
|
11
$2.63K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
10+ 83.33% |
$1.6K - $1.93K
|
22
$5.27K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
10+ 0.23% |
$1.6K - $1.93K
|
4.35K
$1.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.07% |
$1.44K - $1.74K
|
13.6K
$3.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
9+ 0.15% |
$1.44K - $1.74K
|
6.13K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7+ 0.2% |
$1.12K - $1.35K
|
3.47K
$831K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.16% |
$1.12K - $1.35K
|
4.49K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6+ 0.29% |
$961 - $1.16K
|
2.1K
$504K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
6+ 0.7% |
$961 - $1.16K
|
869
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6+ 0.21% |
$961 - $1.16K
|
2.89K
$691K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.15% |
$961 - $1.16K
|
3.93K
$941K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6+ 0.21% |
$961 - $1.16K
|
2.87K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.22% |
$961 - $1.16K
|
2.73K
$652K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5+ 0.18% |
$801 - $965
|
2.86K
$684K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
5+ 0.17% |
$801 - $965
|
2.97K
$710K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5+ 0.5% |
$801 - $965
|
1K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5+ 1.8% |
$801 - $965
|
283
$67.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4+ 0.25% |
$641 - $772
|
1.59K
$380K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4+ 0.14% |
$641 - $772
|
2.79K
$667K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.11% |
$641 - $772
|
3.59K
$859K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4+ 0.15% |
$641 - $772
|
2.7K
$646K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$641 - $772
|
2.03K
$487K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4New |
$641 - $772
|
4
$957
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4+ 0.18% |
$641 - $772
|
2.28K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
4+ 0.03% |
$641 - $772
|
14.8K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.16% |
$481 - $579
|
1.92K
$460K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3+ 0.15% |
$481 - $579
|
2.03K
$486K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.13% |
$481 - $579
|
2.37K
$567K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3+ 0.11% |
$481 - $579
|
2.61K
$625K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$481 - $579
|
3.38K
$810K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
3+ 0.09% |
$481 - $579
|
3.17K
$759K
|