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 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-23- 1.38% |
$5.07K - $5.55K
|
1.65K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-23- 0.5% |
$5.07K - $5.55K
|
4.61K
$889K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-24- 1.3% |
$5.29K - $5.79K
|
1.83K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.12% |
$5.29K - $5.79K
|
19.6K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-24- 0.34% |
$5.29K - $5.79K
|
7.07K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-25- 0.84% |
$5.51K - $6.04K
|
2.95K
$568K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-25- 0.75% |
$5.51K - $6.04K
|
3.29K
$635K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-25- 0.24% |
$5.51K - $6.04K
|
10.3K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-25- 2.7% |
$5.51K - $6.04K
|
900
$174K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-25- 0.93% |
$5.51K - $6.04K
|
2.66K
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-26- 0.52% |
$5.73K - $6.28K
|
5.01K
$967K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-26- 1.79% |
$5.73K - $6.28K
|
1.43K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-27- 0.61% |
$5.95K - $6.52K
|
4.41K
$850K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-27- 1.37% |
$5.95K - $6.52K
|
1.95K
$375K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-28- 0.72% |
$6.17K - $6.76K
|
3.84K
$741K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29- 0.29% |
$6.39K - $7K
|
10K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-29- 2.36% |
$6.39K - $7K
|
1.2K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-29- 1.76% |
$6.39K - $7K
|
1.62K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-30- 0.25% |
$6.61K - $7.24K
|
12K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-30- 2.15% |
$6.61K - $7.24K
|
1.36K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-30- 0.67% |
$6.61K - $7.24K
|
4.42K
$853K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-31- 2.05% |
$6.83K - $7.48K
|
1.48K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-32- 0.46% |
$7.05K - $7.73K
|
6.97K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-32- 1.19% |
$7.05K - $7.73K
|
2.66K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-32- 1.45% |
$7.05K - $7.73K
|
2.18K
$420K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-34- 2.52% |
$7.49K - $8.21K
|
1.31K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.14% |
$7.71K - $8.45K
|
3.04K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-35- 0.13% |
$7.71K - $8.45K
|
27.7K
$5.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-36- 0.82% |
$7.93K - $8.69K
|
4.35K
$838K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-36- 50.7% |
$7.93K - $8.69K
|
35
$6.75K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-38- 0.93% |
$8.37K - $9.17K
|
4.04K
$779K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-38- 1.29% |
$8.37K - $9.17K
|
2.91K
$562K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-38- 0.42% |
$8.37K - $9.17K
|
8.92K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-38- 1.75% |
$8.37K - $9.17K
|
2.14K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-38- 3.02% |
$8.37K - $9.17K
|
1.22K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-39- 0.33% |
$8.59K - $9.42K
|
11.7K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-40- 3.73% |
$8.81K - $9.66K
|
1.03K
$199K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-41- 1.47% |
$9.03K - $9.9K
|
2.75K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-41- 0.81% |
$9.03K - $9.9K
|
5.05K
$974K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-42- 0.92% |
$9.25K - $10.1K
|
4.51K
$871K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-42- 1.1% |
$9.25K - $10.1K
|
3.79K
$732K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-42- 0.21% |
$9.25K - $10.1K
|
20.3K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-42- 2.68% |
$9.25K - $10.1K
|
1.53K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-43- 0.51% |
$9.47K - $10.4K
|
8.46K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-43- 4.97% |
$9.47K - $10.4K
|
822
$159K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-43- 2.14% |
$9.47K - $10.4K
|
1.97K
$380K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-45- 16.79% |
$9.91K - $10.9K
|
223
$43K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-47- 1.61% |
$10.4K - $11.3K
|
2.87K
$554K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-48- 0.79% |
$10.6K - $11.6K
|
6.01K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-48- 3.66% |
$10.6K - $11.6K
|
1.26K
$244K
|