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 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20.8K+ 80.98% |
$4.57M - $5.01M
|
46.4K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
20.4K+ 46.72% |
$4.5M - $4.93M
|
64.1K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
20.3KNew |
$4.46M - $4.89M
|
20.3K
$4.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.1KNew |
$4.42M - $4.84M
|
20.1K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.9K+ 60.43% |
$4.38M - $4.8M
|
52.8K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.6K+ 23.98% |
$4.32M - $4.74M
|
101K
$22.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
19.6KNew |
$4.31M - $4.72M
|
19.6K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
19.3KNew |
$4.26M - $4.67M
|
19.3K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
18.6K+ 5.47% |
$4.1M - $4.5M
|
359K
$79.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
18.5KNew |
$4.07M - $4.46M
|
18.5K
$4.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
18.4KNew |
$4.06M - $4.45M
|
18.4K
$4.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
18.4KNew |
$4.06M - $4.45M
|
18.4K
$4.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.5K+ 14.67% |
$3.86M - $4.24M
|
137K
$30.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17.4KNew |
$3.82M - $4.19M
|
17.4K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
17K+ 4.62% |
$3.75M - $4.11M
|
386K
$85.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
17K+ 2.66% |
$3.74M - $4.1M
|
654K
$146M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
16.9KNew |
$3.73M - $4.09M
|
16.9K
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.9K+ 11.48% |
$3.72M - $4.08M
|
164K
$36.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
16.6KNew |
$3.65M - $4M
|
16.6K
$3.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
16.4KNew |
$3.6M - $3.95M
|
16.4K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
16.1KNew |
$3.55M - $3.89M
|
16.1K
$3.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.4K+ 7.5% |
$3.38M - $3.71M
|
220K
$49M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.1K+ 7.17% |
$3.33M - $3.65M
|
226K
$50.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
14.9K+ 83.66% |
$3.28M - $3.6M
|
32.7K
$7.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
14.9KNew |
$3.28M - $3.59M
|
14.9K
$3.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
14.8KNew |
$3.25M - $3.56M
|
14.8K
$3.28M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.7KNew |
$3.25M - $3.56M
|
14.7K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.5K+ 46.7% |
$3.19M - $3.49M
|
45.4K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
14.1KNew |
$3.11M - $3.41M
|
14.1K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
14.1KNew |
$3.11M - $3.41M
|
14.1K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
13.7KNew |
$3.03M - $3.32M
|
13.7K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
13.6K+ 719.03% |
$3M - $3.29M
|
15.5K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
13.3K+ 2.23% |
$2.94M - $3.22M
|
612K
$136M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.8K+ 256.1% |
$2.81M - $3.08M
|
17.7K
$3.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
12.5KNew |
$2.75M - $3.02M
|
12.5K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.5K+ 23.6% |
$2.74M - $3.01M
|
65.2K
$14.5M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.5K+ 18.36% |
$2.74M - $3.01M
|
80.3K
$17.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.4K+ 116.08% |
$2.72M - $2.99M
|
23K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
12.3K+ 197.44% |
$2.72M - $2.98M
|
18.6K
$4.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
12.2K+ 9.5% |
$2.69M - $2.95M
|
141K
$31.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
12.2K+ 107.63% |
$2.68M - $2.94M
|
23.5K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 53.01% |
$2.68M - $2.94M
|
35.1K
$7.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
12.1KNew |
$2.67M - $2.93M
|
12.1K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
12KNew |
$2.63M - $2.89M
|
12K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.9K+ 2.06% |
$2.63M - $2.88M
|
593K
$132M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$2.63M - $2.88M
|
11.9K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11.7KNew |
$2.58M - $2.83M
|
11.7K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
11.2KNew |
$2.47M - $2.71M
|
11.2K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.1KNew |
$2.45M - $2.69M
|
11.1K
$2.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
11.1KNew |
$2.45M - $2.69M
|
11.1K
$2.48M
|