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 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-700- 79.01% |
$112K - $135K
|
186
$43.9K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-702- 6.57% |
$112K - $136K
|
9.98K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-705- 30.99% |
$113K - $136K
|
1.57K
$370K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-721- 4.47% |
$115K - $139K
|
15.4K
$3.64M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-722- 1.54% |
$116K - $139K
|
46.3K
$10.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-723- 3.3% |
$116K - $140K
|
21.2K
$5.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-727- 2.51% |
$116K - $140K
|
28.2K
$6.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-747- 4.19% |
$120K - $144K
|
17.1K
$4.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-750- 33.17% |
$120K - $145K
|
1.51K
$357K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-754- 0.71% |
$121K - $146K
|
105K
$24.9M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-755- 0.78% |
$121K - $146K
|
95.8K
$22.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-759- 15.89% |
$122K - $147K
|
4.02K
$948K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-777- 1.16% |
$124K - $150K
|
66.5K
$15.7M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-777- 1.16% |
$124K - $150K
|
66.5K
$15.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-784- 17.03% |
$126K - $151K
|
3.82K
$901K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-786- 25.58% |
$126K - $152K
|
2.29K
$540K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-789- 28.0% |
$126K - $152K
|
2.03K
$479K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-798- 4.95% |
$128K - $154K
|
15.3K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-813- 4.86% |
$130K - $157K
|
15.9K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-843- 3.83% |
$135K - $163K
|
21.2K
$5M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-863- 5.76% |
$138K - $167K
|
14.1K
$3.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-869- 1.8% |
$139K - $168K
|
47.4K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-874- 19.1% |
$140K - $169K
|
3.7K
$873K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-876- 28.49% |
$140K - $169K
|
2.2K
$519K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-881- 4.7% |
$141K - $170K
|
17.9K
$4.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-890- 17.61% |
$143K - $172K
|
4.16K
$982K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-897- 4.6% |
$144K - $173K
|
18.6K
$4.39M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-909- 3.91% |
$146K - $176K
|
22.3K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-913- 17.15% |
$146K - $176K
|
4.41K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-926- 19.65% |
$148K - $179K
|
3.79K
$894K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-937- 39.14% |
$150K - $181K
|
1.46K
$344K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-947- 17.63% |
$152K - $183K
|
4.42K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-978- 2.65% |
$157K - $189K
|
36K
$8.48M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-983- 0.72% |
$157K - $190K
|
135K
$31.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-985- 16.77% |
$158K - $190K
|
4.89K
$1.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1K- 14.46% |
$160K - $193K
|
5.92K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 10.63% |
$160K - $193K
|
8.41K
$1.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.01K- 10.83% |
$161K - $195K
|
8.3K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.01K- 1.12% |
$162K - $195K
|
89.3K
$21.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.02K- 23.5% |
$163K - $197K
|
3.32K
$783K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.02K- 34.94% |
$164K - $197K
|
1.9K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.02K- 27.87% |
$164K - $197K
|
2.64K
$624K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-1.03K- 33.91% |
$165K - $199K
|
2.01K
$474K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.04K- 17.06% |
$167K - $201K
|
5.06K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.04K- 8.09% |
$167K - $201K
|
11.8K
$2.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.05K- 5.27% |
$167K - $202K
|
18.8K
$4.43M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.05K- 27.6% |
$168K - $203K
|
2.76K
$651K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.06K- 4.86% |
$169K - $204K
|
20.7K
$4.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.07K- 1.84% |
$171K - $206K
|
56.7K
$13.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.07K- 6.26% |
$171K - $206K
|
16K
$3.77M
|