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 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
12.2K+ 9.5% |
$2.69M - $2.95M
|
141K
$32.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
12.2K+ 107.63% |
$2.68M - $2.94M
|
23.5K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 53.01% |
$2.68M - $2.94M
|
35.1K
$8.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
12.1KNew |
$2.67M - $2.93M
|
12.1K
$2.8M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
12.1KNew |
$2.66M - $2.92M
|
12.1K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
12KNew |
$2.63M - $2.89M
|
12K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.9K+ 2.06% |
$2.63M - $2.88M
|
593K
$137M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$2.63M - $2.88M
|
11.9K
$2.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11.7KNew |
$2.58M - $2.83M
|
11.7K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
11.2KNew |
$2.47M - $2.71M
|
11.2K
$2.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.1KNew |
$2.45M - $2.69M
|
11.1K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
11.1KNew |
$2.45M - $2.69M
|
11.1K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.6K+ 1.26% |
$2.33M - $2.55M
|
848K
$196M
|
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
10.5KNew |
$2.32M - $2.55M
|
10.5K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.5K+ 11.63% |
$2.31M - $2.53M
|
101K
$23.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.5K+ 176.54% |
$2.31M - $2.53M
|
16.4K
$3.79M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.3KNew |
$2.27M - $2.49M
|
10.3K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
10.1KNew |
$2.23M - $2.45M
|
10.1K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1K+ 1.32% |
$2.23M - $2.44M
|
779K
$180M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.96K+ 21.44% |
$2.19M - $2.4M
|
56.4K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
9.96KNew |
$2.19M - $2.4M
|
9.96K
$2.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
9.93KNew |
$2.19M - $2.4M
|
9.93K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.92K+ 27.49% |
$2.19M - $2.4M
|
46K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
9.86KNew |
$2.17M - $2.38M
|
9.86K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
9.81KNew |
$2.16M - $2.37M
|
9.81K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
9.74K+ 112.32% |
$2.14M - $2.35M
|
18.4K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.69K+ 1.27% |
$2.13M - $2.34M
|
776K
$179M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.62KNew |
$2.12M - $2.32M
|
9.62K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
9.35K+ 407.32% |
$2.06M - $2.26M
|
11.6K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.1K+ 1.35% |
$2.01M - $2.2M
|
685K
$158M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.06K+ 19.47% |
$1.99M - $2.19M
|
55.6K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.77K+ 97.01% |
$1.93M - $2.12M
|
17.8K
$4.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.42K+ 6.98% |
$1.86M - $2.03M
|
129K
$29.8M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.23KNew |
$1.81M - $1.99M
|
8.23K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.2KNew |
$1.81M - $1.98M
|
8.2K
$1.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
8.11K+ 50.3% |
$1.79M - $1.96M
|
24.2K
$5.59M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
8.09KNew |
$1.78M - $1.95M
|
8.09K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.82K+ 18.46% |
$1.72M - $1.89M
|
50.2K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7.7KNew |
$1.7M - $1.86M
|
7.7K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.63K+ 21.48% |
$1.68M - $1.84M
|
43.2K
$9.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
7.52K+ 17.66% |
$1.66M - $1.82M
|
50.1K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
7.52K+ 3.59% |
$1.66M - $1.81M
|
217K
$50.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
7.45KNew |
$1.64M - $1.8M
|
7.45K
$1.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
7.43KNew |
$1.64M - $1.79M
|
7.43K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.37K+ 58.98% |
$1.62M - $1.78M
|
19.9K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.36K+ 50.93% |
$1.62M - $1.78M
|
21.8K
$5.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.22K+ 3.02% |
$1.59M - $1.74M
|
246K
$56.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Powers Capital, LLC
San Francisco, CA |
BUY
|
- |
7.2KNew |
$1.58M - $1.74M
|
7.2K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.12K+ 2.31% |
$1.57M - $1.72M
|
315K
$72.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.02K+ 20.76% |
$1.55M - $1.7M
|
40.8K
$9.43M
|