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 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
182+ 0.73% |
$40.1K - $43.9K
|
25K
$4.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
181+ 5.78% |
$39.9K - $43.7K
|
3.31K
$639K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
179+ 10.16% |
$39.4K - $43.2K
|
1.94K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
177+ 1.51% |
$39K - $42.7K
|
11.9K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
177+ 9.55% |
$39K - $42.7K
|
2.03K
$392K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
176+ 1.83% |
$38.8K - $42.5K
|
9.79K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
172+ 18.03% |
$37.9K - $41.5K
|
1.13K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
167+ 0.51% |
$36.8K - $40.3K
|
32.6K
$6.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
165+ 3.49% |
$36.3K - $39.8K
|
4.89K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
165+ 82.5% |
$36.3K - $39.8K
|
365
$70.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
164New |
$36.1K - $39.6K
|
164
$31.6K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
164+ 14.08% |
$36.1K - $39.6K
|
1.33K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
161+ 1.35% |
$35.5K - $38.9K
|
12.1K
$2.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
160+ 2.72% |
$35.2K - $38.6K
|
6.04K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
159+ 0.76% |
$35K - $38.4K
|
21K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
158+ 2.79% |
$34.8K - $38.1K
|
5.81K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
155+ 14.14% |
$34.1K - $37.4K
|
1.25K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
152+ 7.52% |
$33.5K - $36.7K
|
2.17K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
152+ 2.35% |
$33.5K - $36.7K
|
6.62K
$1.28M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
150+ 7.48% |
$33K - $36.2K
|
2.16K
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
150New |
$33K - $36.2K
|
150
$28.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
149+ 2.59% |
$32.8K - $36K
|
5.9K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
148+ 1.89% |
$32.6K - $35.7K
|
7.96K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
148+ 1.34% |
$32.6K - $35.7K
|
11.2K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
146+ 1.11% |
$32.2K - $35.3K
|
13.3K
$2.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
146+ 4.52% |
$32.2K - $35.3K
|
3.38K
$651K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
146+ 6.01% |
$32.2K - $35.3K
|
2.57K
$496K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
145+ 9.26% |
$31.9K - $35K
|
1.71K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
145+ 1.45% |
$31.9K - $35K
|
10.2K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
143+ 1.04% |
$31.5K - $34.5K
|
13.8K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
143+ 1.08% |
$31.5K - $34.5K
|
13.4K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
141+ 3.34% |
$31.1K - $34K
|
4.37K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
141New |
$31.1K - $34K
|
141
$27.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
138+ 14.89% |
$30.4K - $33.3K
|
1.07K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
134+ 3.79% |
$29.5K - $32.4K
|
3.67K
$707K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
134+ 1.88% |
$29.5K - $32.4K
|
7.27K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
133+ 8.5% |
$29.3K - $32.1K
|
1.7K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
133+ 1.58% |
$29.3K - $32.1K
|
8.56K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
131New |
$28.9K - $31.6K
|
131
$25.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
130+ 15.35% |
$28.6K - $31.4K
|
977
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
130+ 1.62% |
$28.6K - $31.4K
|
8.14K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
129+ 7.3% |
$28.4K - $31.1K
|
1.9K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
128+ 0.84% |
$28.2K - $30.9K
|
15.4K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
127+ 1.15% |
$28K - $30.7K
|
11.1K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
125+ 9.84% |
$27.5K - $30.2K
|
1.4K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
125+ 2.82% |
$27.5K - $30.2K
|
4.55K
$878K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
123+ 7.25% |
$27.1K - $29.7K
|
1.82K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
122+ 1.89% |
$26.9K - $29.5K
|
6.57K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
121+ 0.64% |
$26.7K - $29.2K
|
19K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
121+ 23.96% |
$26.7K - $29.2K
|
626
$121K
|