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 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.83K+ 7.99% |
$623K - $683K
|
38.2K
$8.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.8K+ 29.66% |
$617K - $676K
|
12.2K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.74K+ 64.8% |
$603K - $661K
|
6.96K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.74K+ 16.47% |
$602K - $660K
|
19.3K
$4.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.73K+ 4.74% |
$602K - $660K
|
60.4K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
2.73K+ 14.52% |
$602K - $660K
|
21.5K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.73K+ 12.44% |
$600K - $658K
|
24.6K
$5.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.68K+ 5.88% |
$591K - $647K
|
48.3K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.68K+ 252.31% |
$590K - $646K
|
3.74K
$832K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.68K+ 5.0% |
$589K - $646K
|
56.2K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.67KNew |
$588K - $645K
|
2.67K
$594K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.65KNew |
$583K - $639K
|
2.65K
$589K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.65K+ 8.85% |
$583K - $639K
|
32.5K
$7.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.63K+ 13.18% |
$580K - $635K
|
22.6K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.62K+ 49.72% |
$576K - $632K
|
7.88K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.61K+ 30.21% |
$575K - $630K
|
11.3K
$2.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.58KNew |
$567K - $622K
|
2.58K
$573K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.57K+ 24.74% |
$566K - $621K
|
13K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.57K+ 6.11% |
$565K - $620K
|
44.6K
$9.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.55K+ 8.03% |
$561K - $614K
|
34.2K
$7.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.48K+ 7.26% |
$547K - $599K
|
36.7K
$8.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.48K+ 4.7% |
$546K - $598K
|
55.2K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.47K+ 84.02% |
$544K - $597K
|
5.41K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.46K+ 12.1% |
$541K - $593K
|
22.8K
$5.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.45KNew |
$540K - $592K
|
2.45K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.41K+ 9.09% |
$531K - $582K
|
28.9K
$6.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.4KNew |
$529K - $580K
|
2.4K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.4KNew |
$529K - $580K
|
2.4K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$523K - $573K
|
2.38K
$529K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.37K+ 23.69% |
$522K - $572K
|
12.4K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.35K+ 141.69% |
$517K - $566K
|
4K
$890K
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.34K+ 10.1% |
$515K - $564K
|
25.5K
$5.67M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.32K+ 222.46% |
$511K - $560K
|
3.36K
$748K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.3K+ 1.34% |
$506K - $555K
|
173K
$38.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.28K+ 22.8% |
$502K - $551K
|
12.3K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.28K+ 10.84% |
$502K - $550K
|
23.3K
$5.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.27K+ 55.27% |
$499K - $547K
|
6.37K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.24KNew |
$493K - $541K
|
2.24K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.21K+ 16.82% |
$487K - $534K
|
15.4K
$3.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.2KNew |
$485K - $532K
|
2.2K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.19K+ 4.02% |
$482K - $529K
|
56.6K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.18KNew |
$480K - $526K
|
2.18K
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 7.37% |
$470K - $515K
|
31.1K
$6.92M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
2.12K+ 19.59% |
$468K - $513K
|
13K
$2.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2.12KNew |
$467K - $512K
|
2.12K
$472K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.11K+ 0.74% |
$465K - $510K
|
289K
$64.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.11K+ 27.09% |
$465K - $510K
|
9.91K
$2.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.1K+ 1.8% |
$462K - $506K
|
118K
$26.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.07K+ 8.54% |
$455K - $499K
|
26.3K
$5.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.05K+ 17.39% |
$451K - $494K
|
13.8K
$3.07M
|