Latest Institutional Transactions on Technology Sector Spdr (XLK)
This table provides information on the latest institutional transactions involving Technology Sector Spdr (XLK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
23+ 1.36% |
$4.23K - $4.85K
|
1.72K
$361K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.43K- 20.05% |
$264K - $303K
|
5.72K
$1.2M
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 9.51% |
$18.4K - $21.1K
|
952
$200K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
65+ 1.22% |
$12K - $13.7K
|
5.4K
$1.14M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.65KNew |
$303K - $347K
|
1.65K
$346K
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
697+ 3.87% |
$128K - $147K
|
18.7K
$3.93M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
623K+ 466.91% |
$115M - $131M
|
756K
$159M
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2.8K- 6.82% |
$516K - $591K
|
38.3K
$8.04M
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-227- 13.37% |
$41.8K - $47.9K
|
1.47K
$309K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.1% |
$184 - $211
|
1.05K
$220K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 1.21% |
$191K - $219K
|
84.8K
$17.8M
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 1.79% |
$92.1K - $106K
|
27.5K
$5.78M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.63K+ 61.36% |
$300K - $344K
|
4.28K
$900K
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
25.2KNew |
$4.64M - $5.31M
|
25.2K
$5.29M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
23+ 1.79% |
$4.23K - $4.85K
|
1.31K
$275K
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.86KNew |
$1.26M - $1.45M
|
6.86K
$1.44M
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-110K- 72.54% |
$20.3M - $23.3M
|
41.8K
$8.78M
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.17% |
$1.1K - $1.27K
|
3.59K
$754K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1- 0.07% |
$184 - $211
|
1.35K
$284K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.5% |
$2.21K - $2.53K
|
2.4K
$504K
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
21+ 1.69% |
$3.87K - $4.43K
|
1.26K
$265K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6+ 0.03% |
$1.1K - $1.27K
|
19.2K
$4.03M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-153- 12.53% |
$28.2K - $32.3K
|
1.07K
$224K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
888+ 53.59% |
$163K - $187K
|
2.55K
$535K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
63+ 0.35% |
$11.6K - $13.3K
|
17.8K
$3.75M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.59K- 15.09% |
$1.77M - $2.02M
|
53.9K
$11.3M
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
1.9KNew |
$350K - $401K
|
1.9K
$399K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.1K- 81.15% |
$940K - $1.08M
|
1.19K
$249K
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.35K+ 97.83% |
$432K - $496K
|
4.75K
$998K
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-49.7K- 68.67% |
$9.14M - $10.5M
|
22.7K
$4.76M
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-10.1K- 99.71% |
$1.85M - $2.12M
|
29
$6.09K
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-84- 14.0% |
$15.5K - $17.7K
|
516
$108K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84.7K+ 30.88% |
$15.6M - $17.9M
|
359K
$75.5M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
339+ 1.49% |
$62.4K - $71.5K
|
23.1K
$4.85M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-15.1K- 25.58% |
$2.79M - $3.2M
|
44.1K
$9.26M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
23.7K+ 862.62% |
$4.37M - $5.01M
|
26.5K
$5.56M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.63K+ 2.86% |
$300K - $343K
|
58.5K
$12.3M
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-120- 1.55% |
$22.1K - $25.3K
|
7.62K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-300- 15.81% |
$55.2K - $63.3K
|
1.6K
$336K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.91K- 99.35% |
$535K - $613K
|
19
$3.99K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 10.28% |
$2.12M - $2.43M
|
124K
$26M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.68K+ 0.48% |
$493K - $565K
|
562K
$118M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
47+ 1.54% |
$8.65K - $9.92K
|
3.11K
$653K
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.69K+ 15.35% |
$1.05M - $1.2M
|
42.8K
$8.99M
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-1.22K- 0.54% |
$224K - $257K
|
223K
$46.9M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
76.1K+ 53.57% |
$14M - $16.1M
|
218K
$45.9M
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
360+ 4.45% |
$66.3K - $76K
|
8.45K
$1.78M
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-34.8K- 2.78% |
$6.41M - $7.35M
|
1.22M
$256M
|
|
May 15, 2024
Q1 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-12.3K- 28.05% |
$2.27M - $2.6M
|
31.6K
$6.64M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-16- 5.65% |
$2.95K - $3.38K
|
267
$56.1K
|