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 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.05K+ 12.95% |
$602K - $725K
|
26.6K
$6.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.6K+ 199.23% |
$512K - $617K
|
3.9K
$911K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-12.4K- 39.55% |
$2.45M - $2.95M
|
19K
$4.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
477+ 53.18% |
$94.1K - $113K
|
1.37K
$321K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49- 1.11% |
$9.67K - $11.6K
|
4.35K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-75- 0.3% |
$14.8K - $17.8K
|
25.2K
$5.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-10- 0.17% |
$1.97K - $2.38K
|
5.77K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-723- 0.34% |
$143K - $172K
|
212K
$49.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.91K+ 17.05% |
$574K - $691K
|
20K
$4.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
144+ 6.3% |
$28.4K - $34.2K
|
2.43K
$568K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
360+ 6.22% |
$71K - $85.6K
|
6.15K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
429New |
$84.7K - $102K
|
429
$100K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 2.92% |
$31.3M - $37.7M
|
5.27M
$1.23B
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-98- 47.57% |
$19.3K - $23.3K
|
108
$25.2K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
670+ 6.49% |
$132K - $159K
|
11K
$2.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
706+ 74.0% |
$139K - $168K
|
1.66K
$388K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-330- 11.57% |
$65.1K - $78.4K
|
2.52K
$589K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-162K- 50.16% |
$32M - $38.5M
|
161K
$37.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
20+ 1.35% |
$3.95K - $4.75K
|
1.5K
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-80- 3.36% |
$15.8K - $19K
|
2.3K
$539K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.77K+ 3.56% |
$350K - $421K
|
51.5K
$12M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.75K+ 14.37% |
$543K - $654K
|
21.9K
$5.12M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
610+ 8.71% |
$120K - $145K
|
7.61K
$1.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.38K+ 19.01% |
$470K - $566K
|
14.9K
$3.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-32- 13.97% |
$6.31K - $7.61K
|
197
$46K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-343- 0.6% |
$67.7K - $81.5K
|
56.4K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
22.2K+ 160.06% |
$4.38M - $5.28M
|
36.1K
$8.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7K+ 3.43% |
$1.38M - $1.66M
|
211K
$49.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
681+ 18.88% |
$134K - $162K
|
4.29K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-92- 1.78% |
$18.2K - $21.9K
|
5.09K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
11+ 0.27% |
$2.17K - $2.61K
|
4.07K
$951K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-397- 1.72% |
$78.3K - $94.4K
|
22.7K
$5.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.39K- 7.17% |
$274K - $331K
|
18K
$4.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.31K+ 9.58% |
$1.84M - $2.21M
|
106K
$24.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-234- 16.36% |
$46.2K - $55.6K
|
1.2K
$280K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.97K- 3.07% |
$388K - $467K
|
62.1K
$14.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Taiyo Life Insurance CO
|
SELL
|
- |
-73K- 41.67% |
$14.4M - $17.4M
|
102K
$23.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-447- 9.05% |
$88.2K - $106K
|
4.49K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-425- 1.6% |
$83.9K - $101K
|
26.1K
$6.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15.5K- 22.72% |
$3.06M - $3.69M
|
52.8K
$12.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.51K- 1.36% |
$495K - $596K
|
182K
$42.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-465- 14.45% |
$91.8K - $111K
|
2.75K
$643K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
274+ 0.91% |
$54.1K - $65.1K
|
30.5K
$7.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3+ 0.08% |
$592 - $713
|
3.57K
$834K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-78- 9.67% |
$15.4K - $18.5K
|
729
$170K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-100- 2.04% |
$19.7K - $23.8K
|
4.8K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-736- 1.09% |
$145K - $175K
|
67K
$15.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.52K- 1.24% |
$300K - $361K
|
120K
$28.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.84K- 18.38% |
$363K - $438K
|
8.18K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
349+ 3.13% |
$68.9K - $83K
|
11.5K
$2.69M
|