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 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-496- 9.97% |
$79.5K - $95.8K
|
4.48K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-500- 7.18% |
$80.1K - $96.5K
|
6.46K
$1.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-503- 9.35% |
$80.6K - $97.1K
|
4.88K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-505- 1.39% |
$80.9K - $97.5K
|
35.8K
$8.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-510- 0.29% |
$81.7K - $98.5K
|
178K
$42M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-513- 2.78% |
$82.2K - $99K
|
17.9K
$4.23M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-515- 12.16% |
$82.5K - $99.4K
|
3.72K
$878K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-515- 0.69% |
$82.5K - $99.4K
|
74.4K
$17.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-515- 7.24% |
$82.5K - $99.4K
|
6.6K
$1.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-516- 9.66% |
$82.7K - $99.6K
|
4.83K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-517- 0.39% |
$82.8K - $99.8K
|
133K
$31.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-519- 23.27% |
$83.1K - $100K
|
1.71K
$404K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-523- 3.68% |
$83.8K - $101K
|
13.7K
$3.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-524- 22.9% |
$83.9K - $101K
|
1.76K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-526- 73.26% |
$84.3K - $102K
|
192
$45.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-529- 21.29% |
$84.7K - $102K
|
1.96K
$462K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-534- 3.52% |
$85.5K - $103K
|
14.7K
$3.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-540- 5.12% |
$86.5K - $104K
|
10K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-544- 39.42% |
$87.1K - $105K
|
836
$197K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-550- 0.61% |
$88.1K - $106K
|
89.3K
$21.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-557- 27.28% |
$89.2K - $108K
|
1.49K
$350K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-560- 17.41% |
$89.7K - $108K
|
2.66K
$627K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-576- 17.84% |
$92.3K - $111K
|
2.65K
$626K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-581- 60.77% |
$93.1K - $112K
|
375
$88.5K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-595- 3.08% |
$95.3K - $115K
|
18.7K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-596- 0.54% |
$95.5K - $115K
|
110K
$26M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-597- 14.8% |
$95.6K - $115K
|
3.44K
$811K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-599- 2.34% |
$96K - $116K
|
25K
$5.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-600- 12.33% |
$96.1K - $116K
|
4.27K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-602- 8.09% |
$96.4K - $116K
|
6.84K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-618- 1.46% |
$99K - $119K
|
41.7K
$9.83M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-627- 2.49% |
$100K - $121K
|
24.5K
$5.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-631- 1.79% |
$101K - $122K
|
34.7K
$8.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-634- 7.8% |
$102K - $122K
|
7.49K
$1.77M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-636- 1.36% |
$102K - $123K
|
46.3K
$10.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-644- 30.59% |
$103K - $124K
|
1.46K
$345K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-649- 33.82% |
$104K - $125K
|
1.27K
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-658- 18.75% |
$105K - $127K
|
2.85K
$673K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-659- 7.17% |
$106K - $127K
|
8.53K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-660- 4.33% |
$106K - $127K
|
14.6K
$3.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-661- 21.63% |
$106K - $128K
|
2.4K
$565K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-668- 23.17% |
$107K - $129K
|
2.22K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-670- 11.03% |
$107K - $129K
|
5.41K
$1.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-678- 18.1% |
$109K - $131K
|
3.07K
$724K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-680- 1.36% |
$109K - $131K
|
49.4K
$11.7M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-689- 6.13% |
$110K - $133K
|
10.5K
$2.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-690- 1.42% |
$111K - $133K
|
48K
$11.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-692- 3.95% |
$111K - $134K
|
16.8K
$3.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-697- 2.83% |
$112K - $135K
|
24K
$5.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-700- 1.56% |
$112K - $135K
|
44.1K
$10.4M
|