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 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.04KNew |
$670K - $734K
|
3.04K
$627K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.02K+ 96.0% |
$666K - $730K
|
6.17K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.02K+ 8.21% |
$664K - $728K
|
39.7K
$8.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
3K+ 35.71% |
$661K - $724K
|
11.4K
$2.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3K+ 5.87% |
$660K - $724K
|
54K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.95KNew |
$649K - $711K
|
2.95K
$608K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.92K+ 3.83% |
$642K - $704K
|
79K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.92KNew |
$642K - $704K
|
2.92K
$602K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.9KNew |
$639K - $701K
|
2.9K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.87K+ 16.27% |
$632K - $693K
|
20.5K
$4.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.86K+ 0.6% |
$630K - $691K
|
483K
$99.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.84KNew |
$626K - $686K
|
2.84K
$586K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.83K+ 7.99% |
$623K - $683K
|
38.2K
$7.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.8K+ 29.66% |
$617K - $676K
|
12.2K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.74K+ 64.8% |
$603K - $661K
|
6.96K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.74K+ 16.47% |
$602K - $660K
|
19.3K
$3.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.73K+ 4.74% |
$602K - $660K
|
60.4K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
2.73K+ 14.52% |
$602K - $660K
|
21.5K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.73K+ 12.44% |
$600K - $658K
|
24.6K
$5.08M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.69KNew |
$592K - $649K
|
2.69K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.68K+ 5.88% |
$591K - $647K
|
48.3K
$9.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.68K+ 252.31% |
$590K - $646K
|
3.74K
$771K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.68K+ 5.0% |
$589K - $646K
|
56.2K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.67KNew |
$588K - $645K
|
2.67K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.65KNew |
$583K - $639K
|
2.65K
$546K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.65K+ 8.85% |
$583K - $639K
|
32.5K
$6.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.63K+ 13.18% |
$580K - $635K
|
22.6K
$4.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.62K+ 49.72% |
$576K - $632K
|
7.88K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.61K+ 30.21% |
$575K - $630K
|
11.3K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.58KNew |
$567K - $622K
|
2.58K
$531K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.57K+ 24.74% |
$566K - $621K
|
13K
$2.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.57K+ 6.11% |
$565K - $620K
|
44.6K
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.55K+ 8.03% |
$561K - $614K
|
34.2K
$7.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.48K+ 7.26% |
$547K - $599K
|
36.7K
$7.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.48K+ 4.7% |
$546K - $598K
|
55.2K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.47K+ 84.02% |
$544K - $597K
|
5.41K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.46K+ 12.1% |
$541K - $593K
|
22.8K
$4.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.45KNew |
$540K - $592K
|
2.45K
$506K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.41K+ 9.09% |
$531K - $582K
|
28.9K
$5.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.4KNew |
$529K - $580K
|
2.4K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.4KNew |
$529K - $580K
|
2.4K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$523K - $573K
|
2.38K
$490K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.37K+ 23.69% |
$522K - $572K
|
12.4K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.35K+ 141.69% |
$517K - $566K
|
4K
$826K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.34K+ 10.1% |
$515K - $564K
|
25.5K
$5.26M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.32K+ 222.46% |
$511K - $560K
|
3.36K
$693K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.3K+ 1.34% |
$506K - $555K
|
173K
$35.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.28K+ 22.8% |
$502K - $551K
|
12.3K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.28K+ 10.84% |
$502K - $550K
|
23.3K
$4.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.27K+ 55.27% |
$499K - $547K
|
6.37K
$1.31M
|