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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-1.77K- 33.48% |
$349K - $420K
|
3.51K
$813K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-3.51K- 4.22% |
$692K - $834K
|
79.6K
$18.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
44KNew |
$8.68M - $10.5M
|
44K
$10.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-114- 7.87% |
$22.5K - $27.1K
|
1.33K
$309K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.38K- 5.86% |
$470K - $567K
|
38.3K
$8.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-135- 3.42% |
$26.6K - $32.1K
|
3.81K
$883K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-499- 1.24% |
$98.5K - $119K
|
39.9K
$9.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.05K+ 37.11% |
$208K - $251K
|
3.89K
$902K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
19.3KNew |
$3.81M - $4.59M
|
19.3K
$4.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
23+ 0.68% |
$4.54K - $5.47K
|
3.41K
$789K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
311+ 12.16% |
$61.4K - $73.9K
|
2.87K
$664K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.12K+ 86.71% |
$220K - $265K
|
2.4K
$556K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.81K- 4.43% |
$1.94M - $2.33M
|
212K
$49.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
754+ 12.37% |
$149K - $179K
|
6.85K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
391+ 0.14% |
$77.2K - $92.9K
|
287K
$66.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.65KNew |
$720K - $868K
|
3.65K
$845K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
38+ 2.85% |
$7.5K - $9.03K
|
1.37K
$317K
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.21K+ 25.89% |
$238K - $287K
|
5.87K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-100- 6.99% |
$19.7K - $23.8K
|
1.33K
$308K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.31K- 1.29% |
$259K - $312K
|
100K
$23.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
984+ 14.9% |
$194K - $234K
|
7.59K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-122- 1.07% |
$24.1K - $29K
|
11.3K
$2.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
253+ 15.81% |
$49.9K - $60.1K
|
1.85K
$429K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
69+ 2.37% |
$13.6K - $16.4K
|
2.98K
$690K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14- 0.06% |
$2.76K - $3.33K
|
25.1K
$5.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-152- 10.87% |
$30K - $36.1K
|
1.25K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-168- 1.63% |
$33.2K - $39.9K
|
10.1K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.17KNew |
$231K - $279K
|
1.17K
$272K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
513+ 1.17% |
$101K - $122K
|
44.4K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
22+ 1.92% |
$4.34K - $5.23K
|
1.17K
$270K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
135+ 0.34% |
$26.6K - $32.1K
|
40.2K
$9.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-108- 1.97% |
$21.3K - $25.7K
|
5.38K
$1.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
365New |
$72K - $86.8K
|
365
$84.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.41KNew |
$279K - $336K
|
1.41K
$327K
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
4.3K+ 21.15% |
$849K - $1.02M
|
24.6K
$5.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4New |
$789 - $951
|
4
$926
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
555+ 0.47% |
$110K - $132K
|
119K
$27.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
305New |
$60.2K - $72.5K
|
305
$70.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
550+ 14.19% |
$109K - $131K
|
4.43K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.69K+ 0.53% |
$728K - $876K
|
705K
$163M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-69- 4.04% |
$13.6K - $16.4K
|
1.64K
$379K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-494- 2.25% |
$97.5K - $117K
|
21.5K
$4.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-133- 2.32% |
$26.2K - $31.6K
|
5.59K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
675+ 8.14% |
$133K - $160K
|
8.97K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
95+ 5.0% |
$18.7K - $22.6K
|
1.99K
$462K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-59- 2.94% |
$11.6K - $14K
|
1.95K
$452K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-797- 6.89% |
$157K - $189K
|
10.8K
$2.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-153- 7.9% |
$30.2K - $36.4K
|
1.78K
$413K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
11K+ 1222.44% |
$2.17M - $2.61M
|
11.9K
$2.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-186- 12.09% |
$36.7K - $44.2K
|
1.35K
$313K
|