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 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-454- 3.63% |
$100K - $110K
|
12.1K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-455- 2.5% |
$100K - $110K
|
17.7K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-457- 24.28% |
$101K - $110K
|
1.43K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-460- 6.99% |
$101K - $111K
|
6.12K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-460- 4.22% |
$101K - $111K
|
10.4K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-461- 13.57% |
$102K - $111K
|
2.94K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-468- 2.16% |
$103K - $113K
|
21.2K
$4.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-471- 2.43% |
$104K - $114K
|
18.9K
$3.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-473- 10.52% |
$104K - $114K
|
4.03K
$776K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-474- 9.52% |
$104K - $114K
|
4.51K
$869K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-475- 2.51% |
$105K - $115K
|
18.5K
$3.56M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-475- 33.93% |
$105K - $115K
|
925
$178K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-476- 0.48% |
$105K - $115K
|
99.4K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-479- 19.34% |
$106K - $116K
|
2K
$385K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-481- 1.68% |
$106K - $116K
|
28.1K
$5.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-481- 0.41% |
$106K - $116K
|
117K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-484- 46.45% |
$107K - $117K
|
558
$108K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-487- 26.85% |
$107K - $118K
|
1.33K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-488- 6.02% |
$107K - $118K
|
7.62K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-495- 1.9% |
$109K - $120K
|
25.5K
$4.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-498- 2.75% |
$110K - $120K
|
17.6K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-499- 2.92% |
$110K - $120K
|
16.6K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-509- 0.41% |
$112K - $123K
|
123K
$23.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-511- 1.04% |
$113K - $123K
|
48.5K
$9.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-514- 7.02% |
$113K - $124K
|
6.81K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-520- 0.43% |
$115K - $126K
|
121K
$23.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-527- 3.8% |
$116K - $127K
|
13.4K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-541- 1.59% |
$119K - $131K
|
33.5K
$6.47M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-550- 1.16% |
$121K - $133K
|
47K
$9.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-553- 3.81% |
$122K - $134K
|
14K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-553- 6.18% |
$122K - $134K
|
8.39K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-580- 1.88% |
$128K - $140K
|
30.3K
$5.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-583- 13.01% |
$128K - $141K
|
3.9K
$752K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-591- 14.6% |
$130K - $143K
|
3.46K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-597- 0.75% |
$131K - $144K
|
79K
$15.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-603- 1.63% |
$133K - $146K
|
36.4K
$7.02M
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-613- 1.54% |
$135K - $148K
|
39.1K
$7.54M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-615- 6.41% |
$135K - $148K
|
8.98K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-625- 0.13% |
$138K - $151K
|
471K
$90.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-631- 1.66% |
$139K - $152K
|
37.5K
$7.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-634- 0.38% |
$140K - $153K
|
165K
$31.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-637- 24.36% |
$140K - $154K
|
1.98K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-638- 0.55% |
$141K - $154K
|
116K
$22.4M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-640- 84.77% |
$141K - $155K
|
115
$22.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-643- 2.85% |
$142K - $155K
|
21.9K
$4.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-649- 6.1% |
$143K - $157K
|
9.98K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-651- 1.24% |
$143K - $157K
|
52.1K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-665- 2.92% |
$146K - $161K
|
22.1K
$4.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-667- 52.11% |
$147K - $161K
|
613
$118K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-671- 2.67% |
$148K - $162K
|
24.4K
$4.71M
|