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
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2- 0.12% |
$441 - $483
|
1.63K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-2- 6.25% |
$441 - $483
|
30
$5.79K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2- 0.13% |
$441 - $483
|
1.5K
$289K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2- 0.03% |
$441 - $483
|
6.83K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-3- 0.23% |
$661 - $724
|
1.32K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.09% |
$881 - $966
|
4.65K
$898K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.26% |
$881 - $966
|
1.51K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 0.05% |
$881 - $966
|
8.4K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4- 0.42% |
$881 - $966
|
938
$181K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-5- 1.99% |
$1.1K - $1.21K
|
246
$47.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6- 0.34% |
$1.32K - $1.45K
|
1.77K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-6- 0.52% |
$1.32K - $1.45K
|
1.16K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-7- 0.18% |
$1.54K - $1.69K
|
3.87K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7- 0.13% |
$1.54K - $1.69K
|
5.23K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-7- 0.21% |
$1.54K - $1.69K
|
3.39K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-7- 0.5% |
$1.54K - $1.69K
|
1.4K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-8- 0.02% |
$1.76K - $1.93K
|
38.9K
$7.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-8- 0.42% |
$1.76K - $1.93K
|
1.89K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-8- 0.24% |
$1.76K - $1.93K
|
3.33K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.16% |
$1.76K - $1.93K
|
4.92K
$948K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.45% |
$2.2K - $2.41K
|
2.19K
$423K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-10- 0.19% |
$2.2K - $2.41K
|
5.34K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.58% |
$2.2K - $2.41K
|
1.72K
$332K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-11- 1.4% |
$2.42K - $2.66K
|
773
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-12- 0.01% |
$2.64K - $2.9K
|
104K
$20.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-12- 0.2% |
$2.64K - $2.9K
|
5.85K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-13- 1.42% |
$2.86K - $3.14K
|
903
$174K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13- 0.04% |
$2.86K - $3.14K
|
35.6K
$6.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-14- 1.11% |
$3.08K - $3.38K
|
1.24K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-14- 0.37% |
$3.08K - $3.38K
|
3.81K
$734K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-14- 1.04% |
$3.08K - $3.38K
|
1.33K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-14- 1.2% |
$3.08K - $3.38K
|
1.15K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-14- 1.08% |
$3.08K - $3.38K
|
1.28K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-14- 1.01% |
$3.08K - $3.38K
|
1.38K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-15- 1.59% |
$3.3K - $3.62K
|
928
$179K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-16- 3.09% |
$3.52K - $3.86K
|
502
$96.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-16- 0.28% |
$3.52K - $3.86K
|
5.75K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-16- 5.06% |
$3.52K - $3.86K
|
300
$57.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17- 0.12% |
$3.74K - $4.1K
|
13.8K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-18- 0.36% |
$3.96K - $4.35K
|
5.05K
$974K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-18- 0.33% |
$3.96K - $4.35K
|
5.49K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-18- 1.09% |
$3.96K - $4.35K
|
1.63K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-18- 1.78% |
$3.96K - $4.35K
|
996
$192K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-19- 0.46% |
$4.18K - $4.59K
|
4.1K
$791K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19- 1.59% |
$4.18K - $4.59K
|
1.18K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-20- 0.28% |
$4.41K - $4.83K
|
7.05K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
SELL
|
- |
-20- 2.24% |
$4.41K - $4.83K
|
871
$168K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-22- 0.13% |
$4.85K - $5.31K
|
16.3K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-22- 1.39% |
$4.85K - $5.31K
|
1.56K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-22- 0.25% |
$4.85K - $5.31K
|
8.72K
$1.68M
|