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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-9- 0.47% |
$1.44K - $1.74K
|
1.9K
$455K
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-9- 0.05% |
$1.44K - $1.74K
|
17.4K
$4.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-9- 0.15% |
$1.44K - $1.74K
|
6.09K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-9- 9.68% |
$1.44K - $1.74K
|
84
$20.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 5.62% |
$1.6K - $1.93K
|
168
$40.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-11- 0.74% |
$1.76K - $2.12K
|
1.47K
$352K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-12- 0.67% |
$1.92K - $2.32K
|
1.79K
$428K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.42% |
$2.08K - $2.51K
|
3.05K
$729K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-14- 1.87% |
$2.24K - $2.7K
|
735
$176K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-14- 0.5% |
$2.24K - $2.7K
|
2.8K
$669K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 31.11% |
$2.24K - $2.7K
|
31
$7.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-15- 0.17% |
$2.4K - $2.9K
|
8.88K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 5.86% |
$2.4K - $2.9K
|
241
$57.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-16- 0.1% |
$2.56K - $3.09K
|
15.8K
$3.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-17- 30.91% |
$2.72K - $3.28K
|
38
$9.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-20- 1.46% |
$3.2K - $3.86K
|
1.35K
$323K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-21- 0.32% |
$3.36K - $4.05K
|
6.5K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-21- 4.84% |
$3.36K - $4.05K
|
413
$98.9K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-21- 0.32% |
$3.36K - $4.05K
|
6.5K
$1.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-23- 0.91% |
$3.68K - $4.44K
|
2.51K
$602K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-23- 0.1% |
$3.68K - $4.44K
|
22.1K
$5.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-25- 0.16% |
$4K - $4.83K
|
15.8K
$3.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-25- 0.82% |
$4K - $4.83K
|
3.02K
$722K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-27- 0.87% |
$4.33K - $5.21K
|
3.08K
$737K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-27- 2.1% |
$4.33K - $5.21K
|
1.26K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 15.25% |
$4.33K - $5.21K
|
150
$35.9K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-27- 0.9% |
$4.33K - $5.21K
|
2.97K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-27- 1.06% |
$4.33K - $5.21K
|
2.51K
$601K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-27- 0.39% |
$4.33K - $5.21K
|
6.81K
$1.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-28- 1.34% |
$4.49K - $5.41K
|
2.06K
$494K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-29- 9.57% |
$4.65K - $5.6K
|
274
$65.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-29- 2.23% |
$4.65K - $5.6K
|
1.27K
$304K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-29- 1.64% |
$4.65K - $5.6K
|
1.74K
$415K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-30- 2.38% |
$4.81K - $5.79K
|
1.23K
$294K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-30- 1.09% |
$4.81K - $5.79K
|
2.72K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-31- 0.45% |
$4.97K - $5.99K
|
6.85K
$1.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-32- 2.34% |
$5.13K - $6.18K
|
1.34K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-32- 0.28% |
$5.13K - $6.18K
|
11.2K
$2.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-33- 0.6% |
$5.29K - $6.37K
|
5.48K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-33- 12.0% |
$5.29K - $6.37K
|
242
$57.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-34- 1.62% |
$5.45K - $6.56K
|
2.07K
$495K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-39- 0.97% |
$6.25K - $7.53K
|
3.98K
$953K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-40- 1.53% |
$6.41K - $7.72K
|
2.57K
$615K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-40- 1.78% |
$6.41K - $7.72K
|
2.21K
$528K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-41- 8.15% |
$6.57K - $7.92K
|
462
$111K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-45- 1.17% |
$7.21K - $8.69K
|
3.81K
$913K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-45- 0.21% |
$7.21K - $8.69K
|
21.3K
$5.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-46- 0.65% |
$7.37K - $8.88K
|
7.05K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-47- 3.12% |
$7.53K - $9.07K
|
1.46K
$350K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-48- 1.21% |
$7.69K - $9.27K
|
3.93K
$941K
|