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 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.07K- 1.82% |
$172K - $207K
|
57.8K
$13.8M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.12K- 21.13% |
$180K - $217K
|
4.19K
$1M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.13KClosed |
$181K - $218K
|
0
$0
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.13K- 17.46% |
$181K - $219K
|
5.35K
$1.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.15K- 4.74% |
$184K - $222K
|
23.1K
$5.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.2K- 1.96% |
$192K - $231K
|
59.7K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.22K- 4.59% |
$195K - $235K
|
25.3K
$6.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.24K- 78.16% |
$198K - $238K
|
345
$82.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.24K- 1.12% |
$199K - $240K
|
110K
$26.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.27K- 22.29% |
$204K - $246K
|
4.44K
$1.06M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.28K- 52.69% |
$204K - $246K
|
1.15K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.28K- 0.24% |
$206K - $248K
|
527K
$126M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.29K- 2.08% |
$207K - $249K
|
60.9K
$14.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1.3K- 3.27% |
$208K - $251K
|
38.4K
$9.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.3K- 90.78% |
$208K - $251K
|
132
$31.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.32K- 1.72% |
$212K - $255K
|
75.6K
$18.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.33K- 7.43% |
$212K - $256K
|
16.5K
$3.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.33K- 3.41% |
$213K - $257K
|
37.7K
$9.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.34K- 40.5% |
$214K - $259K
|
1.97K
$471K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 25.67% |
$217K - $261K
|
3.91K
$937K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.36K- 3.61% |
$217K - $262K
|
36.2K
$8.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 14.99% |
$219K - $264K
|
7.74K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.38K- 2.1% |
$221K - $267K
|
64.4K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.39K- 4.15% |
$222K - $268K
|
32K
$7.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.39K- 11.21% |
$223K - $268K
|
11K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.41K- 3.76% |
$226K - $273K
|
36.1K
$8.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 2.73% |
$227K - $273K
|
50.5K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.42K- 3.44% |
$228K - $275K
|
39.9K
$9.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.43K- 10.51% |
$228K - $275K
|
12.1K
$2.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 0.71% |
$229K - $276K
|
199K
$47.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.43K- 0.43% |
$229K - $276K
|
333K
$79.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.44K- 3.33% |
$231K - $278K
|
41.8K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.45K- 4.75% |
$232K - $279K
|
29K
$6.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.45K- 5.87% |
$232K - $280K
|
23.2K
$5.56M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.45K- 23.58% |
$233K - $281K
|
4.71K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.47K- 0.72% |
$235K - $283K
|
203K
$48.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.51K- 28.89% |
$241K - $291K
|
3.71K
$888K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-1.51K- 4.0% |
$242K - $292K
|
36.3K
$8.68M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.53K- 3.38% |
$246K - $296K
|
43.9K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.56K- 1.63% |
$251K - $302K
|
94.5K
$22.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.57K- 39.6% |
$252K - $304K
|
2.4K
$575K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.58K- 1.32% |
$253K - $305K
|
118K
$28.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.59K- 2.68% |
$254K - $306K
|
57.7K
$13.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.61K- 11.81% |
$258K - $311K
|
12K
$2.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.66K- 5.68% |
$266K - $320K
|
27.5K
$6.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-1.66K- 29.72% |
$266K - $321K
|
3.93K
$941K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.68K- 4.99% |
$269K - $324K
|
31.9K
$7.64M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-1.69K- 9.28% |
$270K - $326K
|
16.5K
$3.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.71K- 12.13% |
$274K - $330K
|
12.4K
$2.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.71K- 11.57% |
$275K - $331K
|
13.1K
$3.14M
|