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 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-182- 0.57% |
$29.2K - $35.1K
|
31.8K
$7.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-185- 2.51% |
$29.6K - $35.7K
|
7.2K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-188- 5.23% |
$30.1K - $36.3K
|
3.4K
$815K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-189- 3.0% |
$30.3K - $36.5K
|
6.12K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-191- 7.23% |
$30.6K - $36.9K
|
2.45K
$586K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-192- 2.36% |
$30.8K - $37.1K
|
7.93K
$1.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-195- 0.42% |
$31.2K - $37.6K
|
45.8K
$11M
|
|
|
Jan 24, 2024
Q4 2023
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-200- 14.6% |
$32K - $38.6K
|
1.17K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 1.65% |
$32K - $38.6K
|
11.9K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-200- 7.41% |
$32K - $38.6K
|
2.5K
$598K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-200- 5.82% |
$32K - $38.6K
|
3.24K
$775K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-206- 14.59% |
$33K - $39.8K
|
1.21K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-207- 14.12% |
$33.2K - $40K
|
1.26K
$301K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-210- 9.69% |
$33.6K - $40.5K
|
1.96K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-213- 1.11% |
$34.1K - $41.1K
|
18.9K
$4.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-214- 16.61% |
$34.3K - $41.3K
|
1.07K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-214- 6.2% |
$34.3K - $41.3K
|
3.24K
$775K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-218- 3.92% |
$34.9K - $42.1K
|
5.34K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-219- 1.06% |
$35.1K - $42.3K
|
20.4K
$4.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-225- 11.31% |
$36K - $43.4K
|
1.77K
$422K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-226- 4.01% |
$36.2K - $43.6K
|
5.41K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-226- 1.92% |
$36.2K - $43.6K
|
11.5K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-227- 73.23% |
$36.4K - $43.8K
|
83
$19.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-230- 17.97% |
$36.8K - $44.4K
|
1.05K
$251K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-237- 5.4% |
$38K - $45.8K
|
4.16K
$995K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-239- 3.46% |
$38.3K - $46.1K
|
6.66K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-247- 2.02% |
$39.6K - $47.7K
|
12K
$2.87M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-248- 1.86% |
$39.7K - $47.9K
|
13.1K
$3.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-250- 5.75% |
$40K - $48.3K
|
4.1K
$981K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-251- 7.35% |
$40.2K - $48.5K
|
3.17K
$758K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-253- 4.6% |
$40.5K - $48.8K
|
5.25K
$1.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-256- 5.66% |
$41K - $49.4K
|
4.27K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-258- 1.69% |
$41.3K - $49.8K
|
15K
$3.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-260- 3.94% |
$41.6K - $50.2K
|
6.34K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-261- 3.61% |
$41.8K - $50.4K
|
6.96K
$1.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-265- 0.97% |
$42.5K - $51.2K
|
27.1K
$6.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-268- 15.54% |
$42.9K - $51.7K
|
1.46K
$349K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-270- 4.84% |
$43.3K - $52.1K
|
5.31K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-270- 36.44% |
$43.3K - $52.1K
|
471
$113K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-275- 27.23% |
$44.1K - $53.1K
|
735
$176K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-277- 6.66% |
$44.4K - $53.5K
|
3.88K
$929K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-278- 1.29% |
$44.5K - $53.7K
|
21.3K
$5.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-282- 1.23% |
$45.2K - $54.4K
|
22.6K
$5.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-282- 6.51% |
$45.2K - $54.4K
|
4.05K
$970K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-283- 13.53% |
$45.3K - $54.6K
|
1.81K
$433K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-285- 4.17% |
$45.7K - $55K
|
6.56K
$1.57M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-286- 1.83% |
$45.8K - $55.2K
|
15.4K
$3.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-289- 0.63% |
$46.3K - $55.8K
|
45.9K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-289- 1.4% |
$46.3K - $55.8K
|
20.4K
$4.88M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-289- 0.63% |
$46.3K - $55.8K
|
45.9K
$11M
|