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 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.13K+ 116.7% |
$1.35M - $1.48M
|
11.4K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.11K+ 73.95% |
$1.35M - $1.47M
|
14.4K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
6.04KNew |
$1.33M - $1.46M
|
6.04K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.04K+ 32.2% |
$1.33M - $1.46M
|
24.8K
$5.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.91K+ 17.02% |
$1.3M - $1.43M
|
40.6K
$9.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.72K+ 32.02% |
$1.26M - $1.38M
|
23.6K
$5.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.72K+ 47.01% |
$1.26M - $1.38M
|
17.9K
$3.98M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.68KNew |
$1.25M - $1.37M
|
5.68K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.53K+ 8.84% |
$1.22M - $1.34M
|
68.1K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
5.52KNew |
$1.22M - $1.33M
|
5.52K
$1.23M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
5.52KNew |
$1.21M - $1.33M
|
5.52K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.51K+ 20.68% |
$1.21M - $1.33M
|
32.2K
$7.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.41K+ 39.23% |
$1.19M - $1.31M
|
19.2K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.37KNew |
$1.18M - $1.3M
|
5.37K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.36K+ 5.4% |
$1.18M - $1.29M
|
104K
$23.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.35K+ 193.59% |
$1.18M - $1.29M
|
8.11K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.33K+ 4.47% |
$1.17M - $1.29M
|
124K
$27.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
5.32KNew |
$1.17M - $1.28M
|
5.32K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.28K+ 28.22% |
$1.16M - $1.27M
|
24K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.21K+ 3.23% |
$1.15M - $1.26M
|
166K
$37M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.07K+ 114.41% |
$1.12M - $1.22M
|
9.49K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
5.06K+ 73.88% |
$1.11M - $1.22M
|
11.9K
$2.65M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.01K+ 502.01% |
$1.1M - $1.21M
|
6K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.99K+ 45.49% |
$1.1M - $1.21M
|
16K
$3.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
4.97KNew |
$1.09M - $1.2M
|
4.97K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.94K+ 3.95% |
$1.09M - $1.19M
|
130K
$28.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.9KNew |
$1.08M - $1.18M
|
4.9K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
4.88KNew |
$1.07M - $1.18M
|
4.88K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.87KNew |
$1.07M - $1.17M
|
4.87K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.84K+ 135.38% |
$1.07M - $1.17M
|
8.41K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4.79KNew |
$1.05M - $1.16M
|
4.79K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.77K+ 8.8% |
$1.05M - $1.15M
|
59K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.7K+ 48.94% |
$1.03M - $1.13M
|
14.3K
$3.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
4.67KNew |
$1.03M - $1.13M
|
4.67K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
4.67KNew |
$1.03M - $1.13M
|
4.67K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.63K+ 31.0% |
$1.02M - $1.12M
|
19.5K
$4.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.6K+ 409.07% |
$1.01M - $1.11M
|
5.73K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.51KNew |
$994K - $1.09M
|
4.51K
$1M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.51KNew |
$992K - $1.09M
|
4.51K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.44K+ 221.68% |
$978K - $1.07M
|
6.44K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.44K+ 62.87% |
$978K - $1.07M
|
11.5K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.43K+ 10.7% |
$975K - $1.07M
|
45.8K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.37KNew |
$963K - $1.06M
|
4.37K
$973K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.36K+ 43.43% |
$960K - $1.05M
|
14.4K
$3.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.3K+ 19.11% |
$947K - $1.04M
|
26.8K
$5.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
4.3KNew |
$947K - $1.04M
|
4.3K
$957K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4.13K+ 205.88% |
$911K - $998K
|
6.14K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
4.11KNew |
$905K - $992K
|
4.11K
$915K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
4.06KNew |
$895K - $981K
|
4.06K
$905K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
4K+ 300.75% |
$881K - $966K
|
5.33K
$1.19M
|