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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
261+ 1.65% |
$57.5K - $63K
|
16.1K
$3.11M
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
260+ 12.49% |
$57.3K - $62.8K
|
2.34K
$452K
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
257+ 17.13% |
$56.6K - $62.1K
|
1.76K
$339K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
256New |
$56.4K - $61.8K
|
256
$49.4K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
252+ 7.98% |
$55.5K - $60.8K
|
3.41K
$657K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
251New |
$55.3K - $60.6K
|
251
$48.4K
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
248+ 11.53% |
$54.6K - $59.9K
|
2.4K
$463K
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
247+ 25.84% |
$54.4K - $59.6K
|
1.2K
$232K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
247+ 2.35% |
$54.4K - $59.6K
|
10.8K
$2.08M
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
246+ 4.94% |
$54.2K - $59.4K
|
5.23K
$1.01M
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
246+ 1.34% |
$54.2K - $59.4K
|
18.5K
$3.58M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
245+ 10.51% |
$54K - $59.2K
|
2.58K
$497K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
245+ 7.87% |
$54K - $59.2K
|
3.36K
$648K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
244New |
$53.7K - $58.9K
|
244
$47.1K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
244New |
$53.7K - $58.9K
|
244
$47.1K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
243+ 0.88% |
$53.5K - $58.7K
|
28K
$5.39M
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
242+ 20.25% |
$53.3K - $58.4K
|
1.44K
$277K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
242+ 3.06% |
$53.3K - $58.4K
|
8.15K
$1.57M
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
241+ 16.94% |
$53.1K - $58.2K
|
1.66K
$321K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
240+ 0.85% |
$52.9K - $57.9K
|
28.4K
$5.49M
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
240+ 0.58% |
$52.9K - $57.9K
|
41.6K
$8.02M
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
232+ 0.55% |
$51.1K - $56K
|
42.3K
$8.17M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
232+ 1.32% |
$51.1K - $56K
|
17.8K
$3.43M
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
230+ 0.66% |
$50.7K - $55.5K
|
35.3K
$6.81M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
229+ 0.82% |
$50.4K - $55.3K
|
28K
$5.4M
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
225+ 2.04% |
$49.6K - $54.3K
|
11.2K
$2.17M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
221+ 13.62% |
$48.7K - $53.4K
|
1.84K
$356K
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
220+ 0.21% |
$48.5K - $53.1K
|
107K
$20.6M
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
215+ 3.5% |
$47.4K - $51.9K
|
6.36K
$1.23M
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
215+ 9.11% |
$47.4K - $51.9K
|
2.57K
$496K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
214+ 1.33% |
$47.1K - $51.7K
|
16.3K
$3.15M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
212New |
$46.7K - $51.2K
|
212
$40.9K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
211New |
$46.5K - $50.9K
|
211
$40.7K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
211+ 1.93% |
$46.5K - $50.9K
|
11.1K
$2.14M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
209+ 10.16% |
$46K - $50.5K
|
2.27K
$437K
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
208+ 5.11% |
$45.8K - $50.2K
|
4.28K
$826K
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
208+ 0.97% |
$45.8K - $50.2K
|
21.7K
$4.19M
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
200+ 56.5% |
$44.1K - $48.3K
|
554
$107K
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
200+ 1.73% |
$44.1K - $48.3K
|
11.7K
$2.27M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200+ 8.68% |
$44.1K - $48.3K
|
2.5K
$483K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
199+ 1.19% |
$43.8K - $48K
|
16.9K
$3.27M
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
196+ 2.94% |
$43.2K - $47.3K
|
6.87K
$1.32M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
192New |
$42.3K - $46.4K
|
192
$37K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
192+ 1.67% |
$42.3K - $46.4K
|
11.7K
$2.25M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
187+ 3.84% |
$41.2K - $45.1K
|
5.05K
$975K
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
187+ 6.66% |
$41.2K - $45.1K
|
2.99K
$577K
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
187+ 12.85% |
$41.2K - $45.1K
|
1.64K
$317K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
184+ 0.58% |
$40.5K - $44.4K
|
32K
$6.18M
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
183+ 5.88% |
$40.3K - $44.2K
|
3.3K
$636K
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
183+ 3.16% |
$40.3K - $44.2K
|
5.98K
$1.15M
|