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
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.04K+ 10.66% |
$448K - $491K
|
21.1K
$4.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.98KNew |
$436K - $478K
|
1.98K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 0.72% |
$430K - $472K
|
272K
$60.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.95K+ 3.37% |
$429K - $471K
|
59.8K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.93KNew |
$426K - $467K
|
1.93K
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.92K+ 0.41% |
$423K - $464K
|
475K
$106M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.91K+ 2.93% |
$420K - $461K
|
67.1K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 0.61% |
$418K - $459K
|
314K
$69.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.89KNew |
$416K - $456K
|
1.89K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.87KNew |
$412K - $451K
|
1.87K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.87KNew |
$412K - $451K
|
1.87K
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.87K+ 86.05% |
$412K - $451K
|
4.04K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.84K+ 4.96% |
$405K - $444K
|
38.9K
$8.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.83K+ 3.57% |
$403K - $442K
|
53.1K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.8K+ 8.71% |
$396K - $434K
|
22.4K
$4.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.79K+ 3.79% |
$394K - $432K
|
49K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
1.79K+ 86.88% |
$394K - $432K
|
3.85K
$856K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.78K+ 1.43% |
$393K - $430K
|
127K
$28.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.77K+ 0.78% |
$389K - $426K
|
228K
$50.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
1.76KNew |
$387K - $424K
|
1.76K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.74K+ 9.01% |
$383K - $420K
|
21K
$4.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.74K+ 195.82% |
$382K - $419K
|
2.62K
$583K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.73KNew |
$382K - $419K
|
1.73K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.71KNew |
$376K - $412K
|
1.71K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.7K+ 40.28% |
$375K - $411K
|
5.93K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.7KNew |
$374K - $410K
|
1.7K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.7K+ 11.59% |
$374K - $409K
|
16.3K
$3.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.68K+ 21.61% |
$371K - $407K
|
9.48K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.66K+ 10.53% |
$365K - $401K
|
17.4K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.65KNew |
$362K - $397K
|
1.65K
$366K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.64K+ 3.19% |
$362K - $397K
|
53.1K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.64KNew |
$361K - $395K
|
1.64K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.63K+ 4.26% |
$359K - $394K
|
40K
$8.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.63K+ 1.84% |
$358K - $392K
|
89.8K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.61KNew |
$355K - $389K
|
1.61K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.61KNew |
$354K - $388K
|
1.61K
$357K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.6K+ 4.27% |
$352K - $385K
|
39K
$8.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.59K+ 113.78% |
$351K - $385K
|
3K
$667K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.59K+ 10.55% |
$350K - $383K
|
16.6K
$3.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.57K+ 11.35% |
$346K - $379K
|
15.4K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.56K+ 16.29% |
$343K - $376K
|
11.1K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.54K+ 6.6% |
$340K - $373K
|
24.9K
$5.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.53K+ 2.6% |
$338K - $370K
|
60.6K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.51K+ 2.03% |
$333K - $365K
|
76K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.49K+ 4.59% |
$329K - $360K
|
34K
$7.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.49K+ 24.41% |
$328K - $360K
|
7.59K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.49K+ 27.26% |
$328K - $360K
|
6.95K
$1.55M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.48KNew |
$326K - $357K
|
1.48K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.47K+ 7.17% |
$324K - $355K
|
22K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1.47KNew |
$323K - $354K
|
1.47K
$326K
|