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 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-693- 12.98% |
$153K - $167K
|
4.65K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-693- 8.89% |
$153K - $167K
|
7.11K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-699- 3.08% |
$154K - $169K
|
22K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-705- 6.09% |
$155K - $170K
|
10.9K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-705- 2.65% |
$155K - $170K
|
25.9K
$4.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-705- 44.06% |
$155K - $170K
|
895
$173K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-712- 31.38% |
$157K - $172K
|
1.56K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-726- 3.67% |
$160K - $175K
|
19K
$3.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-731- 2.77% |
$161K - $176K
|
25.6K
$4.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-740- 43.74% |
$163K - $179K
|
952
$184K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-746- 1.19% |
$164K - $180K
|
61.8K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-747- 12.74% |
$165K - $180K
|
5.12K
$987K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-750- 63.03% |
$165K - $181K
|
440
$84.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-751- 2.11% |
$165K - $181K
|
34.9K
$6.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-761- 1.99% |
$168K - $184K
|
37.5K
$7.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-767- 4.76% |
$169K - $185K
|
15.3K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-769- 13.84% |
$169K - $186K
|
4.79K
$923K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-776- 5.03% |
$171K - $187K
|
14.6K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-781- 0.41% |
$172K - $189K
|
190K
$36.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-782- 1.71% |
$172K - $189K
|
45.1K
$8.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-785- 1.7% |
$173K - $190K
|
45.4K
$8.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-795- 17.1% |
$175K - $192K
|
3.86K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-830- 3.46% |
$183K - $200K
|
23.1K
$4.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-832- 5.67% |
$183K - $201K
|
13.9K
$2.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-840- 0.58% |
$185K - $203K
|
143K
$27.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-842- 4.33% |
$185K - $203K
|
18.6K
$3.59M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-848- 0.82% |
$187K - $205K
|
103K
$19.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-849- 1.57% |
$187K - $205K
|
53.2K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-849- 6.0% |
$187K - $205K
|
13.3K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-850- 7.35% |
$187K - $205K
|
10.7K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-853- 37.86% |
$188K - $206K
|
1.4K
$270K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-856- 24.15% |
$189K - $207K
|
2.69K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-856- 33.95% |
$189K - $207K
|
1.67K
$321K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-878- 6.94% |
$193K - $212K
|
11.8K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-879- 17.91% |
$194K - $212K
|
4.03K
$777K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-889- 3.81% |
$196K - $215K
|
22.4K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-894- 21.93% |
$197K - $216K
|
3.18K
$614K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-903- 1.14% |
$199K - $218K
|
78.5K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-920- 46.37% |
$203K - $222K
|
1.06K
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-985- 0.77% |
$217K - $238K
|
126K
$24.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-986- 5.48% |
$217K - $238K
|
17K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-987- 1.33% |
$217K - $238K
|
73K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-990- 2.29% |
$218K - $239K
|
42.2K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-999- 51.0% |
$220K - $241K
|
960
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1K- 4.87% |
$220K - $241K
|
19.5K
$3.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.01K- 1.83% |
$222K - $243K
|
54.2K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.01K- 19.2% |
$222K - $244K
|
4.25K
$820K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.02K- 2.69% |
$226K - $247K
|
37.1K
$7.15M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 51.9% |
$226K - $247K
|
950
$183K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.05K- 1.33% |
$230K - $253K
|
77.7K
$15M
|