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 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-48- 1.22% |
$10.6K - $11.6K
|
3.88K
$748K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-49- 1.86% |
$10.8K - $11.8K
|
2.58K
$498K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-50- 5.0% |
$11K - $12.1K
|
951
$183K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-50- 0.22% |
$11K - $12.1K
|
22.5K
$4.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-50- 2.5% |
$11K - $12.1K
|
1.95K
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-50- 2.25% |
$11K - $12.1K
|
2.17K
$419K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-50- 1.18% |
$11K - $12.1K
|
4.2K
$809K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-50- 3.23% |
$11K - $12.1K
|
1.5K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-50- 0.89% |
$11K - $12.1K
|
5.56K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-51- 1.04% |
$11.2K - $12.3K
|
4.87K
$940K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-52- 0.87% |
$11.5K - $12.6K
|
5.9K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-53- 3.87% |
$11.7K - $12.8K
|
1.32K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-54- 0.65% |
$11.9K - $13K
|
8.22K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-54- 0.26% |
$11.9K - $13K
|
20.4K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-54- 1.59% |
$11.9K - $13K
|
3.34K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-55- 0.69% |
$12.1K - $13.3K
|
7.9K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-55- 1.44% |
$12.1K - $13.3K
|
3.77K
$727K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-55- 4.47% |
$12.1K - $13.3K
|
1.18K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-58- 5.0% |
$12.8K - $14K
|
1.1K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-58- 2.23% |
$12.8K - $14K
|
2.55K
$491K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-59- 5.44% |
$13K - $14.2K
|
1.03K
$198K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-60- 0.64% |
$13.2K - $14.5K
|
9.37K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-60- 0.8% |
$13.2K - $14.5K
|
7.48K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-60- 4.82% |
$13.2K - $14.5K
|
1.19K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-61- 2.28% |
$13.4K - $14.7K
|
2.62K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-62- 1.16% |
$13.7K - $15K
|
5.3K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-63- 5.77% |
$13.9K - $15.2K
|
1.03K
$198K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-63- 3.56% |
$13.9K - $15.2K
|
1.71K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-65- 0.09% |
$14.3K - $15.7K
|
72.6K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-65- 0.53% |
$14.3K - $15.7K
|
12.2K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-65- 0.87% |
$14.3K - $15.7K
|
7.41K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-65- 0.77% |
$14.3K - $15.7K
|
8.42K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-65- 1.71% |
$14.3K - $15.7K
|
3.73K
$720K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-66- 0.45% |
$14.5K - $15.9K
|
14.8K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-66- 3.05% |
$14.5K - $15.9K
|
2.1K
$404K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-67- 0.12% |
$14.8K - $16.2K
|
56.1K
$10.8M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-68- 6.01% |
$15K - $16.4K
|
1.06K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-70- 0.22% |
$15.4K - $16.9K
|
31.8K
$6.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-71- 3.96% |
$15.6K - $17.1K
|
1.72K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-71- 2.94% |
$15.6K - $17.1K
|
2.35K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-72- 0.86% |
$15.9K - $17.4K
|
8.27K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-72- 1.98% |
$15.9K - $17.4K
|
3.56K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-76- 12.36% |
$16.7K - $18.3K
|
539
$104K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-76Closed |
$16.7K - $18.3K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-77- 1.19% |
$17K - $18.6K
|
6.39K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-82- 0.68% |
$18.1K - $19.8K
|
11.9K
$2.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-83- 2.97% |
$18.3K - $20K
|
2.71K
$523K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-84- 0.46% |
$18.5K - $20.3K
|
18.2K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-84- 2.73% |
$18.5K - $20.3K
|
2.99K
$577K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-85- 1.14% |
$18.7K - $20.5K
|
7.39K
$1.42M
|