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 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-85- 0.68% |
$18.7K - $20.5K
|
12.3K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-85- 6.81% |
$18.7K - $20.5K
|
1.16K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-87- 1.36% |
$19.2K - $21K
|
6.29K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-90- 0.26% |
$19.8K - $21.7K
|
35.1K
$6.76M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-92- 3.67% |
$20.3K - $22.2K
|
2.42K
$466K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-94- 5.24% |
$20.7K - $22.7K
|
1.7K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-95- 0.57% |
$20.9K - $22.9K
|
16.4K
$3.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-96- 2.45% |
$21.1K - $23.2K
|
3.83K
$738K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-96- 1.78% |
$21.1K - $23.2K
|
5.31K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-98- 6.09% |
$21.6K - $23.7K
|
1.51K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 4.86% |
$21.6K - $23.7K
|
1.92K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-98- 1.42% |
$21.6K - $23.7K
|
6.79K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-98- 0.88% |
$21.6K - $23.7K
|
11K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-98- 6.84% |
$21.6K - $23.7K
|
1.33K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-99- 31.43% |
$21.8K - $23.9K
|
216
$41.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-100- 6.79% |
$22K - $24.1K
|
1.37K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-100- 1.94% |
$22K - $24.1K
|
5.07K
$977K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-100- 3.56% |
$22K - $24.1K
|
2.71K
$523K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-100- 0.14% |
$22K - $24.1K
|
73.1K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-100- 0.91% |
$22K - $24.1K
|
10.9K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-100- 1.93% |
$22K - $24.1K
|
5.08K
$980K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-101- 4.53% |
$22.2K - $24.4K
|
2.13K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-101- 0.57% |
$22.2K - $24.4K
|
17.6K
$3.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-102- 10.09% |
$22.5K - $24.6K
|
909
$175K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-102- 13.4% |
$22.5K - $24.6K
|
659
$127K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-103- 2.38% |
$22.7K - $24.9K
|
4.22K
$814K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-103- 1.97% |
$22.7K - $24.9K
|
5.12K
$988K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-104- 9.45% |
$22.9K - $25.1K
|
996
$192K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-105- 0.51% |
$23.1K - $25.4K
|
20.4K
$3.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-106- 4.01% |
$23.3K - $25.6K
|
2.54K
$490K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-108- 2.75% |
$23.8K - $26.1K
|
3.81K
$736K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-111- 0.18% |
$24.4K - $26.8K
|
62K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-111- 6.56% |
$24.4K - $26.8K
|
1.58K
$305K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-112- 0.97% |
$24.7K - $27K
|
11.5K
$2.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-112- 9.08% |
$24.7K - $27K
|
1.12K
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-112- 1.5% |
$24.7K - $27K
|
7.35K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-112- 0.86% |
$24.7K - $27K
|
12.9K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-115- 5.24% |
$25.3K - $27.8K
|
2.08K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-116- 2.07% |
$25.6K - $28K
|
5.49K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-116- 3.23% |
$25.6K - $28K
|
3.48K
$670K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-117- 2.04% |
$25.8K - $28.2K
|
5.61K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-117- 3.72% |
$25.8K - $28.2K
|
3.03K
$584K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-117- 0.66% |
$25.8K - $28.2K
|
17.6K
$3.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-118- 1.82% |
$26K - $28.5K
|
6.37K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-118- 1.69% |
$26K - $28.5K
|
6.87K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-122- 9.15% |
$26.9K - $29.5K
|
1.21K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-122- 1.8% |
$26.9K - $29.5K
|
6.67K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-123- 2.63% |
$27.1K - $29.7K
|
4.56K
$879K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-123- 0.62% |
$27.1K - $29.7K
|
19.6K
$3.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-125- 5.3% |
$27.5K - $30.2K
|
2.23K
$431K
|