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 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-198- 15.09% |
$43.6K - $47.8K
|
1.11K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-200- 66.45% |
$44.1K - $48.3K
|
101
$19.5K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-200- 8.62% |
$44.1K - $48.3K
|
2.12K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-200- 7.06% |
$44.1K - $48.3K
|
2.63K
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-201- 0.63% |
$44.3K - $48.5K
|
31.9K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-202- 12.66% |
$44.5K - $48.8K
|
1.39K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-203- 8.36% |
$44.7K - $49K
|
2.23K
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-204- 47.55% |
$44.9K - $49.3K
|
225
$43.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-208- 0.46% |
$45.8K - $50.2K
|
45.3K
$8.74M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-209- 2.93% |
$46K - $50.5K
|
6.92K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-209- 11.75% |
$46K - $50.5K
|
1.57K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-209- 0.86% |
$46K - $50.5K
|
24.1K
$4.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-212- 29.08% |
$46.7K - $51.2K
|
517
$99.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-221- 8.85% |
$48.7K - $53.4K
|
2.28K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-222- 0.89% |
$48.9K - $53.6K
|
24.7K
$4.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-222- 2.19% |
$48.9K - $53.6K
|
9.93K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-222- 7.67% |
$48.9K - $53.6K
|
2.67K
$515K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-223- 12.32% |
$49.1K - $53.8K
|
1.59K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-227- 11.51% |
$50K - $54.8K
|
1.75K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-228- 1.78% |
$50.2K - $55K
|
12.6K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-233- 3.11% |
$51.3K - $56.3K
|
7.26K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-236- 5.11% |
$52K - $57K
|
4.39K
$846K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-238- 0.79% |
$52.4K - $57.5K
|
30K
$5.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-238- 2.27% |
$52.4K - $57.5K
|
10.2K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-240- 6.64% |
$52.9K - $57.9K
|
3.37K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-240- 3.89% |
$52.9K - $57.9K
|
5.93K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-242- 0.21% |
$53.3K - $58.4K
|
117K
$22.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-245- 10.6% |
$54K - $59.2K
|
2.07K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-250- 60.24% |
$55.1K - $60.4K
|
165
$31.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-250- 11.07% |
$55.1K - $60.4K
|
2.01K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-250- 1.64% |
$55.1K - $60.4K
|
15K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-250- 20.83% |
$55.1K - $60.4K
|
950
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-256- 0.56% |
$56.4K - $61.8K
|
45.5K
$8.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-258- 1.4% |
$56.8K - $62.3K
|
18.2K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-258- 1.28% |
$56.8K - $62.3K
|
19.9K
$3.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-260- 10.68% |
$57.3K - $62.8K
|
2.18K
$419K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-265- 5.27% |
$58.4K - $64K
|
4.76K
$919K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-271- 2.45% |
$59.7K - $65.4K
|
10.8K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-271- 14.78% |
$59.7K - $65.4K
|
1.56K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-277- 0.69% |
$61K - $66.9K
|
39.9K
$7.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-280- 16.16% |
$61.7K - $67.6K
|
1.45K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-281- 0.29% |
$61.9K - $67.8K
|
96.9K
$18.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-282- 24.04% |
$62.1K - $68.1K
|
891
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-282- 4.36% |
$62.1K - $68.1K
|
6.19K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-284- 1.58% |
$62.6K - $68.6K
|
17.7K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-287- 2.16% |
$63.2K - $69.3K
|
13K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-288- 1.73% |
$63.4K - $69.5K
|
16.4K
$3.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-294- 0.64% |
$64.8K - $71K
|
45.4K
$8.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-295- 0.85% |
$65K - $71.2K
|
34.5K
$6.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-300- 20.0% |
$66.1K - $72.4K
|
1.2K
$231K
|