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 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.55K- 15.98% |
$569K - $685K
|
18.7K
$4.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.65K- 18.06% |
$585K - $705K
|
16.6K
$3.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.69K- 32.28% |
$591K - $712K
|
7.74K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-3.73K- 14.72% |
$598K - $721K
|
21.6K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.8K- 3.65% |
$608K - $733K
|
100K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-3.9K- 20.75% |
$624K - $752K
|
14.9K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.95K- 4.72% |
$632K - $762K
|
79.6K
$18.8M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.97K- 4.74% |
$636K - $767K
|
79.9K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.02K- 2.41% |
$644K - $776K
|
163K
$38.4M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.03K- 1.92% |
$645K - $778K
|
206K
$48.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.04K- 3.82% |
$648K - $781K
|
102K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.08K- 4.54% |
$653K - $787K
|
85.8K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-4.1K- 45.33% |
$657K - $792K
|
4.95K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4.11K- 3.1% |
$658K - $794K
|
129K
$30.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-4.15K- 4.94% |
$664K - $801K
|
79.8K
$18.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-4.19K- 0.95% |
$671K - $809K
|
438K
$103M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.22K- 21.56% |
$676K - $815K
|
15.4K
$3.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.31K- 5.38% |
$691K - $833K
|
75.9K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-4.45K- 20.75% |
$712K - $858K
|
17K
$4.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4.53K- 58.85% |
$725K - $874K
|
3.17K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.58K- 50.97% |
$733K - $883K
|
4.4K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-4.67K- 26.24% |
$748K - $901K
|
13.1K
$3.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.68K- 71.44% |
$749K - $903K
|
1.87K
$441K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-4.71K- 12.91% |
$754K - $908K
|
31.8K
$7.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.77K- 5.89% |
$764K - $921K
|
76.2K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.78K- 98.52% |
$766K - $923K
|
72
$17K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-4.95KClosed |
$793K - $955K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.01K- 14.26% |
$803K - $967K
|
30.1K
$7.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.14K- 2.89% |
$824K - $993K
|
173K
$40.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-5.15K- 6.19% |
$825K - $994K
|
78K
$18.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-5.23K- 25.21% |
$838K - $1.01M
|
15.5K
$3.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-5.25K- 18.87% |
$842K - $1.01M
|
22.6K
$5.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.28K- 1.73% |
$846K - $1.02M
|
300K
$70.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.32K- 40.24% |
$851K - $1.03M
|
7.89K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.32K- 4.45% |
$852K - $1.03M
|
114K
$27M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.39K- 8.31% |
$863K - $1.04M
|
59.5K
$14M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-5.42K- 34.64% |
$868K - $1.05M
|
10.2K
$2.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.51K- 15.2% |
$882K - $1.06M
|
30.7K
$7.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5.6K- 59.19% |
$897K - $1.08M
|
3.86K
$911K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.76K- 42.73% |
$923K - $1.11M
|
7.72K
$1.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.77K- 29.45% |
$925K - $1.11M
|
13.8K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.87K- 12.11% |
$940K - $1.13M
|
42.6K
$10M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6K- 9.26% |
$961K - $1.16M
|
58.8K
$13.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-6.09K- 33.54% |
$975K - $1.18M
|
12.1K
$2.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-6.11K- 2.43% |
$978K - $1.18M
|
245K
$57.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.12K- 11.64% |
$980K - $1.18M
|
46.5K
$11M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-6.19K- 3.22% |
$992K - $1.2M
|
186K
$43.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-6.24K- 18.87% |
$1M - $1.21M
|
26.8K
$6.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-6.43K- 3.34% |
$1.03M - $1.24M
|
186K
$43.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.5K- 98.48% |
$1.04M - $1.25M
|
100
$23.6K
|