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
|
Wedbush Securities Inc
|
SELL
|
- |
-290- 1.15% |
$46.5K - $56K
|
24.9K
$5.86M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-291- 11.57% |
$46.6K - $56.2K
|
2.23K
$525K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-292- 67.44% |
$46.8K - $56.4K
|
141
$33.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-298- 16.22% |
$47.7K - $57.5K
|
1.54K
$363K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-299- 1.86% |
$47.9K - $57.7K
|
15.8K
$3.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-300- 12.16% |
$48.1K - $57.9K
|
2.17K
$511K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-303- 2.49% |
$48.5K - $58.5K
|
11.9K
$2.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-305- 6.18% |
$48.9K - $58.9K
|
4.63K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-305- 28.58% |
$48.9K - $58.9K
|
762
$180K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-311- 10.54% |
$49.8K - $60K
|
2.64K
$623K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-320- 5.74% |
$51.3K - $61.8K
|
5.25K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-327- 2.45% |
$52.4K - $63.1K
|
13K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-332- 0.89% |
$53.2K - $64.1K
|
37.1K
$8.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-335- 1.08% |
$53.7K - $64.7K
|
30.5K
$7.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-345- 2.59% |
$55.3K - $66.6K
|
13K
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-347- 6.08% |
$55.6K - $67K
|
5.36K
$1.26M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-350- 22.17% |
$56.1K - $67.6K
|
1.23K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-353- 3.95% |
$56.5K - $68.2K
|
8.59K
$2.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-355- 9.35% |
$56.9K - $68.5K
|
3.44K
$812K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-360- 3.89% |
$57.7K - $69.5K
|
8.9K
$2.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-362- 1.46% |
$58K - $69.9K
|
24.5K
$5.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-363- 5.27% |
$58.1K - $70.1K
|
6.53K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-363- 1.54% |
$58.1K - $70.1K
|
23.1K
$5.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-366- 5.09% |
$58.6K - $70.7K
|
6.82K
$1.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-366- 0.97% |
$58.6K - $70.7K
|
37.5K
$8.84M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-375- 4.48% |
$60.1K - $72.4K
|
7.99K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-381- 3.44% |
$61K - $73.6K
|
10.7K
$2.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-385- 5.85% |
$61.7K - $74.3K
|
6.19K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-387- 4.92% |
$62K - $74.7K
|
7.48K
$1.76M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-389- 1.48% |
$62.3K - $75.1K
|
26K
$6.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-389- 7.83% |
$62.3K - $75.1K
|
4.58K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-396- 14.42% |
$63.4K - $76.5K
|
2.35K
$555K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-397- 20.85% |
$63.6K - $76.6K
|
1.51K
$356K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-398- 1.51% |
$63.8K - $76.8K
|
25.9K
$6.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-405- 16.67% |
$64.9K - $78.2K
|
2.02K
$478K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-413- 2.02% |
$66.2K - $79.7K
|
20K
$4.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-425- 3.5% |
$68.1K - $82.1K
|
11.7K
$2.77M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-428- 0.38% |
$68.6K - $82.6K
|
114K
$26.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-432- 14.27% |
$69.2K - $83.4K
|
2.6K
$613K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-435- 9.08% |
$69.7K - $84K
|
4.36K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-439- 2.07% |
$70.3K - $84.8K
|
20.8K
$4.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-440- 2.46% |
$70.5K - $85K
|
17.4K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-445- 15.32% |
$71.3K - $85.9K
|
2.46K
$580K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-450- 2.68% |
$72.1K - $86.9K
|
16.3K
$3.85M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-464- 2.84% |
$74.3K - $89.6K
|
15.9K
$3.74M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-466- 1.58% |
$74.6K - $90K
|
29K
$6.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-469- 5.8% |
$75.1K - $90.5K
|
7.61K
$1.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-477- 1.5% |
$76.4K - $92.1K
|
31.4K
$7.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-483- 2.37% |
$77.4K - $93.3K
|
19.9K
$4.7M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-491- 6.75% |
$78.7K - $94.8K
|
6.79K
$1.6M
|