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
|
Peterson Wealth Management
|
BUY
|
- |
1.46K+ 5.49% |
$322K - $353K
|
28K
$6.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.45K+ 21.46% |
$319K - $350K
|
8.2K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.44KNew |
$316K - $347K
|
1.44K
$320K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
1.43KNew |
$315K - $345K
|
1.43K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.42K+ 31.54% |
$314K - $344K
|
5.94K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.42KNew |
$313K - $344K
|
1.42K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.42KNew |
$313K - $344K
|
1.42K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.42K+ 2.45% |
$313K - $344K
|
59.5K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.4KNew |
$308K - $338K
|
1.4K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.39K+ 13.95% |
$305K - $335K
|
11.3K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.36K+ 7.41% |
$300K - $328K
|
19.7K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.36KNew |
$300K - $328K
|
1.36K
$303K
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
1.35KNew |
$298K - $327K
|
1.35K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.35K+ 4.69% |
$297K - $325K
|
30.1K
$6.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.34KNew |
$296K - $324K
|
1.34K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.34KNew |
$295K - $323K
|
1.34K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.32KNew |
$291K - $319K
|
1.32K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.32K+ 24.91% |
$291K - $319K
|
6.63K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.32K+ 118.95% |
$290K - $318K
|
2.43K
$540K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.31K+ 7.22% |
$289K - $317K
|
19.5K
$4.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.3K+ 96.15% |
$286K - $314K
|
2.65K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.3K+ 5.63% |
$286K - $314K
|
24.4K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 7.6% |
$285K - $312K
|
18.3K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.29K+ 9.17% |
$283K - $310K
|
15.3K
$3.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.27K+ 5.64% |
$280K - $307K
|
23.8K
$5.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.27KNew |
$280K - $307K
|
1.27K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.27K+ 30.62% |
$280K - $307K
|
5.42K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1.27K+ 190.24% |
$279K - $306K
|
1.93K
$430K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.25KNew |
$276K - $303K
|
1.25K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.25KNew |
$275K - $302K
|
1.25K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.24K+ 74.58% |
$273K - $299K
|
2.9K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.24KNew |
$272K - $298K
|
1.24K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 13.68% |
$270K - $296K
|
10.2K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 18.71% |
$269K - $295K
|
7.74K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.22KNew |
$269K - $295K
|
1.22K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.2K+ 84.77% |
$264K - $289K
|
2.61K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
1.18KNew |
$260K - $285K
|
1.18K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.17K+ 15.71% |
$257K - $282K
|
8.59K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.16KNew |
$256K - $281K
|
1.16K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.16K+ 5.05% |
$256K - $281K
|
24.2K
$5.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.16KNew |
$255K - $279K
|
1.16K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.14KNew |
$252K - $276K
|
1.14K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 32.78% |
$249K - $273K
|
4.59K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.11K+ 31.74% |
$245K - $269K
|
4.62K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.11K+ 3.75% |
$245K - $269K
|
30.8K
$6.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 24.47% |
$244K - $268K
|
5.64K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.11K+ 6.63% |
$244K - $267K
|
17.8K
$3.96M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.1K+ 50.32% |
$242K - $266K
|
3.29K
$731K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.09KNew |
$240K - $263K
|
1.09K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.08K+ 8.25% |
$238K - $261K
|
14.2K
$3.16M
|