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
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.83K- 5.56% |
$403K - $442K
|
31.1K
$8.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.83K- 12.86% |
$404K - $443K
|
12.4K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.9K- 4.69% |
$419K - $460K
|
38.7K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.93K- 1.41% |
$425K - $466K
|
135K
$38.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.98K- 3.55% |
$436K - $478K
|
53.8K
$15.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.01K- 12.33% |
$444K - $486K
|
14.3K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.05K- 5.81% |
$451K - $494K
|
33.2K
$9.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.14K- 7.97% |
$472K - $517K
|
24.7K
$7.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.14K- 8.38% |
$472K - $518K
|
23.4K
$6.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.15K- 53.7% |
$474K - $519K
|
1.85K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.21K- 39.72% |
$486K - $533K
|
3.35K
$953K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.21K- 13.12% |
$487K - $534K
|
14.6K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-2.24K- 8.04% |
$493K - $540K
|
25.6K
$7.28M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.35K- 4.89% |
$517K - $566K
|
45.6K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.35K- 3.89% |
$517K - $567K
|
58.1K
$16.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2.37K- 5.66% |
$522K - $572K
|
39.5K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.4K- 23.48% |
$528K - $578K
|
7.81K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 15.43% |
$547K - $599K
|
13.6K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.5K- 20.77% |
$551K - $604K
|
9.53K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-2.54K- 42.33% |
$559K - $613K
|
3.46K
$985K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.55K- 2.32% |
$562K - $616K
|
107K
$30.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.59K- 22.49% |
$570K - $625K
|
8.93K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.69K- 1.87% |
$593K - $650K
|
141K
$40.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 5.71% |
$628K - $688K
|
47K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.88K- 1.69% |
$633K - $694K
|
168K
$47.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-2.96K- 8.24% |
$652K - $714K
|
33K
$9.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3K- 41.63% |
$660K - $723K
|
4.2K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3K- 0.79% |
$660K - $724K
|
379K
$108M
|
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-3K- 7.51% |
$662K - $725K
|
37K
$10.5M
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-3K- 7.51% |
$662K - $725K
|
37K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.05K- 1.97% |
$672K - $737K
|
152K
$43.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.06K- 2.69% |
$674K - $739K
|
111K
$31.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-3.09K- 2.36% |
$681K - $746K
|
128K
$36.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.15K- 5.48% |
$693K - $760K
|
54.2K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.18K- 5.44% |
$701K - $769K
|
55.3K
$15.7M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.18K- 5.44% |
$701K - $769K
|
55.3K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.27K- 9.01% |
$720K - $790K
|
33K
$9.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-3.31K- 8.56% |
$729K - $799K
|
35.4K
$10.1M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-3.37K- 35.4% |
$742K - $813K
|
6.15K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.38K- 2.13% |
$745K - $817K
|
156K
$44.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-3.4K- 5.86% |
$748K - $820K
|
54.6K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-3.57K- 38.93% |
$785K - $861K
|
5.59K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.6K- 3.62% |
$792K - $868K
|
95.8K
$27.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-3.6K- 73.41% |
$792K - $868K
|
1.3K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.75K- 0.38% |
$826K - $905K
|
973K
$277M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.79K- 59.59% |
$836K - $916K
|
2.57K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-3.9K- 6.93% |
$860K - $942K
|
52.5K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.96K- 12.33% |
$873K - $957K
|
28.2K
$8.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.05K- 9.94% |
$892K - $978K
|
36.7K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4.15K- 29.49% |
$913K - $1M
|
9.91K
$2.82M
|