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 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
69.2K+ 303.54% |
$11.1M - $13.4M
|
92K
$21.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
68.1K+ 110.44% |
$10.9M - $13.2M
|
130K
$30.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
68K+ 71.98% |
$10.9M - $13.1M
|
162K
$38.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
67.1KNew |
$10.7M - $12.9M
|
67.1K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
66.8KNew |
$10.7M - $12.9M
|
66.8K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
65.4K+ 34.96% |
$10.5M - $12.6M
|
252K
$59.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
62.5KNew |
$10M - $12.1M
|
62.5K
$14.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
62KNew |
$9.94M - $12M
|
62K
$14.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
60.8K+ 489.96% |
$9.75M - $11.7M
|
73.3K
$17.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
59.5KNew |
$9.53M - $11.5M
|
59.5K
$14.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
58.6K+ 450.62% |
$9.39M - $11.3M
|
71.6K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
56.8KNew |
$9.11M - $11M
|
56.8K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
53.8KNew |
$8.61M - $10.4M
|
53.8K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
53.4K+ 137.99% |
$8.55M - $10.3M
|
92.1K
$21.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
52.1K+ 187.25% |
$8.35M - $10.1M
|
80K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
51.1KNew |
$8.19M - $9.87M
|
51.1K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
48.6K+ 2.32% |
$7.78M - $9.38M
|
2.14M
$508M
|
|
|
Feb 14, 2024
Q4 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
47.9K+ 6.18% |
$7.68M - $9.25M
|
824K
$195M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
46.6K+ 45.93% |
$7.47M - $9M
|
148K
$35.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
45K+ 1518.47% |
$7.2M - $8.68M
|
47.9K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
44.8K+ 493.47% |
$7.18M - $8.65M
|
53.9K
$12.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
43.3K+ 341.3% |
$6.94M - $8.36M
|
56K
$13.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
43K+ 198.67% |
$6.89M - $8.31M
|
64.7K
$15.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
42.3KNew |
$6.78M - $8.17M
|
42.3K
$10M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
42KNew |
$6.72M - $8.1M
|
42K
$9.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
41.9KNew |
$6.71M - $8.09M
|
41.9K
$9.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
41.9KNew |
$6.71M - $8.09M
|
41.9K
$9.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
41.5KNew |
$6.65M - $8.02M
|
41.5K
$9.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
41.4K+ 28.95% |
$6.62M - $7.98M
|
184K
$43.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41.3K+ 325.05% |
$6.61M - $7.97M
|
54K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.5K+ 5.11% |
$6.33M - $7.63M
|
813K
$192M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
38.5KNew |
$6.16M - $7.43M
|
38.5K
$9.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38.4K+ 6.43% |
$6.15M - $7.41M
|
635K
$150M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
38.2KNew |
$6.12M - $7.37M
|
38.2K
$9.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
37.3K+ 0.77% |
$5.98M - $7.2M
|
4.9M
$1.16B
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
36.2KNew |
$5.8M - $6.99M
|
36.2K
$8.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
35.8K+ 26.9% |
$5.73M - $6.91M
|
169K
$40M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
35KNew |
$5.61M - $6.76M
|
35K
$8.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
34.6KNew |
$5.54M - $6.67M
|
34.6K
$8.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
34KNew |
$5.45M - $6.57M
|
34K
$8.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
33.1KNew |
$5.3M - $6.39M
|
33.1K
$7.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
33.1KNew |
$5.3M - $6.38M
|
33.1K
$7.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
32.5KNew |
$5.21M - $6.27M
|
32.5K
$7.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
32.5KNew |
$5.2M - $6.27M
|
32.5K
$7.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
31.6K+ 2284.69% |
$5.07M - $6.11M
|
33K
$7.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
31K+ 0.61% |
$4.97M - $5.99M
|
5.12M
$1.21B
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
30.9K+ 22.15% |
$4.94M - $5.96M
|
170K
$40.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
30.6K+ 158.86% |
$4.9M - $5.91M
|
49.9K
$11.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
30.1KNew |
$4.83M - $5.82M
|
30.1K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
30K+ 394.05% |
$4.81M - $5.8M
|
37.7K
$8.92M
|