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 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.72K- 4.52% |
$276K - $332K
|
36.4K
$8.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.72K- 2.0% |
$276K - $332K
|
84.2K
$19.9M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.74K- 19.69% |
$279K - $336K
|
7.1K
$1.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.8K- 16.84% |
$289K - $348K
|
8.91K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.81K- 5.15% |
$289K - $349K
|
33.2K
$7.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.81K- 19.23% |
$290K - $349K
|
7.6K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-1.82K- 0.81% |
$292K - $352K
|
224K
$52.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.84K- 31.77% |
$295K - $355K
|
3.95K
$932K
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-1.86K- 6.7% |
$298K - $359K
|
25.9K
$6.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.87K- 4.43% |
$300K - $361K
|
40.3K
$9.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.89K- 27.37% |
$303K - $365K
|
5.01K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.99K- 59.53% |
$319K - $384K
|
1.35K
$319K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.99K- 5.02% |
$319K - $384K
|
37.7K
$8.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.03K- 62.49% |
$326K - $393K
|
1.22K
$288K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.05K- 1.38% |
$329K - $397K
|
147K
$34.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.06K- 21.01% |
$330K - $397K
|
7.74K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.08K- 4.95% |
$333K - $402K
|
40K
$9.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.21K- 1.62% |
$354K - $427K
|
134K
$31.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.24K- 2.15% |
$359K - $432K
|
102K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.25K- 7.03% |
$361K - $435K
|
29.8K
$7.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.26K- 3.18% |
$362K - $436K
|
68.8K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.28K- 31.22% |
$365K - $439K
|
5.01K
$1.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.29K- 8.51% |
$367K - $443K
|
24.7K
$5.82M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-2.32K- 9.73% |
$372K - $449K
|
21.6K
$5.09M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-2.35K- 62.72% |
$376K - $454K
|
1.4K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.38K- 23.02% |
$381K - $459K
|
7.95K
$1.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.47K- 5.79% |
$395K - $476K
|
40.1K
$9.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.49K- 3.7% |
$398K - $480K
|
64.7K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.49K- 6.05% |
$398K - $480K
|
38.6K
$9.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.49K- 33.95% |
$399K - $481K
|
4.85K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.51K- 8.45% |
$402K - $485K
|
27.2K
$6.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.61K- 15.44% |
$418K - $504K
|
14.3K
$3.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.62K- 6.36% |
$419K - $505K
|
38.5K
$9.09M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.62K- 91.6% |
$419K - $505K
|
240
$56.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-2.73K- 7.5% |
$437K - $527K
|
33.6K
$7.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.74K- 0.08% |
$438K - $528K
|
3.58M
$845M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.74K- 27.11% |
$440K - $530K
|
7.38K
$1.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-2.81K- 1.95% |
$449K - $542K
|
141K
$33.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.82K- 80.22% |
$451K - $544K
|
695
$164K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-3.06K- 19.88% |
$490K - $590K
|
12.3K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.06K- 7.28% |
$490K - $590K
|
38.9K
$9.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-3.08K- 1.81% |
$493K - $594K
|
167K
$39.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.12K- 1.96% |
$500K - $603K
|
156K
$36.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.21K- 25.9% |
$514K - $619K
|
9.18K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.26K- 6.86% |
$522K - $629K
|
44.2K
$10.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.29K- 41.78% |
$528K - $636K
|
4.59K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.3K- 44.78% |
$529K - $637K
|
4.07K
$961K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-3.39K- 4.63% |
$543K - $655K
|
69.8K
$16.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.47K- 43.64% |
$556K - $670K
|
4.48K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.47K- 1.83% |
$556K - $670K
|
186K
$44M
|