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 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
869New |
$191K - $210K
|
869
$201K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
865New |
$191K - $209K
|
865
$200K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
865+ 1.7% |
$191K - $209K
|
51.6K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
864New |
$190K - $209K
|
864
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
847+ 6.81% |
$187K - $204K
|
13.3K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
836+ 4.73% |
$184K - $202K
|
18.5K
$4.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
829+ 7.09% |
$183K - $200K
|
12.5K
$2.89M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
813+ 4.92% |
$179K - $196K
|
17.3K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
799+ 7.62% |
$176K - $193K
|
11.3K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
797+ 19.28% |
$176K - $192K
|
4.93K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
775+ 111.35% |
$171K - $187K
|
1.47K
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
770+ 4.2% |
$170K - $186K
|
19.1K
$4.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
764+ 11.61% |
$168K - $184K
|
7.34K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
762+ 19.01% |
$168K - $184K
|
4.77K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
757+ 174.83% |
$167K - $183K
|
1.19K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
756+ 13.19% |
$167K - $183K
|
6.49K
$1.5M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
753+ 47.15% |
$166K - $182K
|
2.35K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
749New |
$165K - $181K
|
749
$173K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
746+ 9.48% |
$164K - $180K
|
8.61K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
728+ 8.04% |
$160K - $176K
|
9.78K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
724+ 5.72% |
$159K - $175K
|
13.4K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
720+ 10.66% |
$159K - $174K
|
7.48K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
720+ 9.25% |
$159K - $174K
|
8.5K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
715+ 18.22% |
$157K - $173K
|
4.64K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
714+ 22.69% |
$157K - $172K
|
3.86K
$892K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
709+ 1.87% |
$156K - $171K
|
38.7K
$8.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
707+ 5.04% |
$156K - $171K
|
14.7K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
700New |
$154K - $169K
|
700
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
688+ 59.06% |
$152K - $166K
|
1.85K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
685+ 28.51% |
$151K - $165K
|
3.09K
$713K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
685+ 1.06% |
$151K - $165K
|
65.6K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
685New |
$151K - $165K
|
685
$158K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
681+ 28.12% |
$150K - $164K
|
3.1K
$717K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
676+ 6.66% |
$149K - $163K
|
10.8K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
674+ 1.43% |
$148K - $163K
|
47.8K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
673+ 25.47% |
$148K - $162K
|
3.32K
$765K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
672+ 3.19% |
$148K - $162K
|
21.8K
$5.02M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
668+ 50.61% |
$147K - $161K
|
1.99K
$459K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
666+ 15.97% |
$147K - $161K
|
4.84K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
657+ 2.62% |
$145K - $159K
|
25.7K
$5.94M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
654+ 0.47% |
$144K - $158K
|
141K
$32.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
651+ 19.77% |
$143K - $157K
|
3.94K
$911K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
649+ 5.68% |
$143K - $157K
|
12.1K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
648New |
$143K - $156K
|
648
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
647+ 7.52% |
$143K - $156K
|
9.26K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
643+ 14.79% |
$142K - $155K
|
4.99K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
637+ 6.27% |
$140K - $154K
|
10.8K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
636+ 1.03% |
$140K - $154K
|
62.3K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
635+ 7.81% |
$140K - $153K
|
8.77K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
633+ 3.32% |
$139K - $153K
|
19.7K
$4.55M
|