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 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.77K+ 8.8% |
$1.05M - $1.15M
|
59K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.7K+ 48.94% |
$1.03M - $1.13M
|
14.3K
$3.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
4.67KNew |
$1.03M - $1.13M
|
4.67K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
4.67KNew |
$1.03M - $1.13M
|
4.67K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.63K+ 31.0% |
$1.02M - $1.12M
|
19.5K
$4.51M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.6K+ 409.07% |
$1.01M - $1.11M
|
5.73K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.51KNew |
$994K - $1.09M
|
4.51K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.51KNew |
$992K - $1.09M
|
4.51K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.44K+ 221.68% |
$978K - $1.07M
|
6.44K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.44K+ 62.87% |
$978K - $1.07M
|
11.5K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.43K+ 10.7% |
$975K - $1.07M
|
45.8K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.37KNew |
$963K - $1.06M
|
4.37K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.36K+ 43.43% |
$960K - $1.05M
|
14.4K
$3.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.3K+ 19.11% |
$947K - $1.04M
|
26.8K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
4.3KNew |
$947K - $1.04M
|
4.3K
$993K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
4.16KNew |
$917K - $1M
|
4.16K
$961K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4.13K+ 205.88% |
$911K - $998K
|
6.14K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
4.11KNew |
$905K - $992K
|
4.11K
$949K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
4.06KNew |
$895K - $981K
|
4.06K
$938K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
4K+ 300.75% |
$881K - $966K
|
5.33K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.99K+ 30.94% |
$878K - $962K
|
16.9K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.97K+ 8.09% |
$875K - $959K
|
53.1K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.96K+ 6.33% |
$872K - $956K
|
66.5K
$15.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.94KNew |
$867K - $951K
|
3.94K
$909K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3.93KNew |
$865K - $948K
|
3.93K
$906K
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.91KNew |
$861K - $944K
|
3.91K
$903K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.9KNew |
$859K - $941K
|
3.9K
$900K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.89KNew |
$858K - $940K
|
3.89K
$899K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.89K+ 4862.5% |
$857K - $939K
|
3.97K
$917K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.88KNew |
$854K - $937K
|
3.88K
$896K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.76K+ 26.85% |
$829K - $908K
|
17.8K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.76K+ 1.87% |
$827K - $907K
|
205K
$47.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.7K+ 2.04% |
$815K - $893K
|
185K
$42.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
3.68KNew |
$811K - $889K
|
3.68K
$850K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.67KNew |
$809K - $887K
|
3.67K
$848K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.59K+ 0.25% |
$790K - $866K
|
1.44M
$332M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.57K+ 33.49% |
$786K - $861K
|
14.2K
$3.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.48K+ 6.04% |
$766K - $840K
|
61K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
3.47KNew |
$763K - $837K
|
3.47K
$800K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.45KNew |
$760K - $833K
|
3.45K
$797K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.42K+ 242.79% |
$752K - $825K
|
4.82K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.38K+ 12.02% |
$745K - $816K
|
31.5K
$7.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 3.16% |
$741K - $813K
|
110K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.33K+ 42.91% |
$733K - $804K
|
11.1K
$2.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.31KNew |
$730K - $800K
|
3.31K
$765K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
3.3K+ 13.4% |
$727K - $797K
|
28K
$6.45M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.28K+ 12.75% |
$722K - $792K
|
29K
$6.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.25KNew |
$715K - $784K
|
3.25K
$750K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.22KNew |
$709K - $777K
|
3.22K
$744K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.19KNew |
$702K - $769K
|
3.19K
$736K
|