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 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
583+ 11.59% |
$128K - $141K
|
5.61K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
579+ 4.11% |
$128K - $140K
|
14.7K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
576+ 9.49% |
$127K - $139K
|
6.64K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
574+ 40.57% |
$126K - $139K
|
1.99K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
572+ 6.57% |
$126K - $138K
|
9.27K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
567+ 3.84% |
$125K - $137K
|
15.3K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
567+ 5.62% |
$125K - $137K
|
10.7K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
566+ 2.49% |
$125K - $137K
|
23.3K
$4.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
564+ 1.85% |
$124K - $136K
|
31K
$5.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
560+ 11.97% |
$123K - $135K
|
5.24K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
550+ 2.44% |
$121K - $133K
|
23.1K
$4.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
549+ 2.1% |
$121K - $133K
|
26.7K
$5.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
538+ 4.19% |
$118K - $130K
|
13.4K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
537+ 196.7% |
$118K - $130K
|
810
$156K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
536+ 3.09% |
$118K - $129K
|
17.9K
$3.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
535+ 1.99% |
$118K - $129K
|
27.4K
$5.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
532+ 1.88% |
$117K - $128K
|
28.8K
$5.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
527+ 3.8% |
$116K - $127K
|
14.4K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
526New |
$116K - $127K
|
526
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
515New |
$113K - $124K
|
515
$99.3K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
511+ 13.72% |
$113K - $123K
|
4.24K
$817K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
509+ 0.51% |
$112K - $123K
|
101K
$19.4M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
500+ 3.08% |
$110K - $121K
|
16.7K
$3.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
496+ 34.66% |
$109K - $120K
|
1.93K
$372K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
493+ 4.58% |
$109K - $119K
|
11.3K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
491+ 0.41% |
$108K - $119K
|
119K
$22.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
489+ 5.1% |
$108K - $118K
|
10.1K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
485+ 45.16% |
$107K - $117K
|
1.56K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
478+ 2.54% |
$105K - $115K
|
19.3K
$3.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
472+ 26.18% |
$104K - $114K
|
2.28K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
470+ 21.31% |
$104K - $113K
|
2.68K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
469+ 1.87% |
$103K - $113K
|
25.5K
$4.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
465+ 4.62% |
$102K - $112K
|
10.5K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
461New |
$102K - $111K
|
461
$88.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
461+ 0.48% |
$102K - $111K
|
97.5K
$18.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
450+ 8.03% |
$99.1K - $109K
|
6.05K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
449+ 9.78% |
$98.9K - $108K
|
5.04K
$972K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
447+ 3.37% |
$98.5K - $108K
|
13.7K
$2.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
441+ 27.32% |
$97.1K - $106K
|
2.06K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
441+ 25.49% |
$97.1K - $106K
|
2.17K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
438+ 21.45% |
$96.5K - $106K
|
2.48K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
432+ 23.71% |
$95.2K - $104K
|
2.25K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
424+ 10.18% |
$93.4K - $102K
|
4.59K
$885K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
422+ 12.32% |
$92.9K - $102K
|
3.85K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
413+ 1.09% |
$91K - $99.7K
|
38.2K
$7.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
411+ 23.14% |
$90.5K - $99.2K
|
2.19K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
410New |
$90.3K - $99K
|
410
$79.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
410+ 0.69% |
$90.3K - $99K
|
60K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
405+ 4.21% |
$89.2K - $97.8K
|
10K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
403+ 0.9% |
$88.8K - $97.3K
|
45K
$8.69M
|