Purchases and Sales Made in Q4 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 2024. 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, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.01K+ 9.98% |
$223K - $244K
|
11.2K
$2.57M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.01K+ 38.36% |
$222K - $243K
|
3.63K
$839K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 0.56% |
$220K - $242K
|
179K
$41.4M
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1K+ 2.09% |
$220K - $241K
|
48.9K
$11.3M
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1KNew |
$220K - $241K
|
1K
$231K
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1KNew |
$220K - $241K
|
1K
$231K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
999New |
$220K - $241K
|
999
$231K
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
994New |
$219K - $240K
|
994
$230K
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
994New |
$219K - $240K
|
994
$230K
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
990New |
$218K - $239K
|
990
$229K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
988New |
$218K - $239K
|
988
$228K
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
986New |
$217K - $238K
|
986
$228K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
982New |
$216K - $237K
|
982
$227K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
981+ 1.44% |
$216K - $237K
|
68.9K
$15.9M
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
981New |
$216K - $237K
|
981
$227K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
981New |
$216K - $237K
|
981
$227K
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
981New |
$216K - $237K
|
981
$227K
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
977New |
$215K - $236K
|
977
$226K
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
975+ 25.0% |
$215K - $235K
|
4.88K
$1.13M
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
962New |
$212K - $232K
|
962
$222K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
961+ 7.3% |
$212K - $232K
|
14.1K
$3.26M
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
961New |
$212K - $232K
|
961
$222K
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
960+ 6.62% |
$211K - $232K
|
15.5K
$3.57M
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
955New |
$210K - $231K
|
955
$221K
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
950New |
$209K - $229K
|
950
$219K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
944+ 0.77% |
$208K - $228K
|
124K
$28.6M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
944+ 2.17% |
$208K - $228K
|
44.4K
$10.3M
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
940+ 9.43% |
$207K - $227K
|
10.9K
$2.52M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
933+ 3.76% |
$206K - $225K
|
25.7K
$5.94M
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
927+ 1.06% |
$204K - $224K
|
88.6K
$20.5M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
922New |
$203K - $223K
|
922
$213K
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
919New |
$202K - $222K
|
919
$212K
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
913New |
$201K - $220K
|
913
$211K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
909+ 3.65% |
$200K - $219K
|
25.8K
$5.96M
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
907+ 28.78% |
$200K - $219K
|
4.06K
$937K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
903+ 9.33% |
$199K - $218K
|
10.6K
$2.44M
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
900+ 136.16% |
$198K - $217K
|
1.56K
$360K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
899New |
$198K - $217K
|
899
$208K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
897New |
$198K - $217K
|
897
$207K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
895New |
$197K - $216K
|
895
$207K
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
890+ 8.67% |
$196K - $215K
|
11.2K
$2.58M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
887New |
$195K - $214K
|
887
$205K
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
887New |
$195K - $214K
|
887
$205K
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
882New |
$194K - $213K
|
882
$204K
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
877+ 1.84% |
$193K - $212K
|
48.5K
$11.2M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
877New |
$193K - $212K
|
877
$203K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
873+ 11.3% |
$192K - $211K
|
8.6K
$1.99M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
872+ 1.8% |
$192K - $211K
|
49.4K
$11.4M
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
870New |
$192K - $210K
|
870
$201K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
869+ 14.87% |
$191K - $210K
|
6.71K
$1.55M
|