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 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-75- 83.33% |
$14.8K - $17.8K
|
15
$3.51K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-973- 15.63% |
$192K - $231K
|
5.25K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-50.5K- 7.35% |
$9.97M - $12M
|
637K
$149M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-317- 0.82% |
$62.6K - $75.3K
|
38.1K
$8.91M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
407+ 4.43% |
$80.3K - $96.7K
|
9.59K
$2.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-45- 4.18% |
$8.88K - $10.7K
|
1.03K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-39.2K- 13.52% |
$7.74M - $9.32M
|
251K
$58.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
359K+ 58.16% |
$70.9M - $85.4M
|
977K
$228M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.17K+ 93.51% |
$230K - $278K
|
2.42K
$565K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-84- 2.37% |
$16.6K - $20K
|
3.45K
$807K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-16- 0.05% |
$3.16K - $3.8K
|
33K
$7.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-794- 1.4% |
$157K - $189K
|
55.7K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
734+ 7.79% |
$145K - $174K
|
10.2K
$2.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8+ 0.24% |
$1.58K - $1.9K
|
3.34K
$779K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.81K+ 14.72% |
$357K - $430K
|
14.1K
$3.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2K- 6.51% |
$395K - $475K
|
28.7K
$6.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-128- 12.38% |
$25.3K - $30.4K
|
906
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
227+ 208.26% |
$44.8K - $54K
|
336
$78.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1K- 1.73% |
$197K - $238K
|
56.8K
$13.3M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
895+ 1.11% |
$177K - $213K
|
81.4K
$19M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
569+ 1.83% |
$112K - $135K
|
31.7K
$7.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-400- 12.45% |
$78.9K - $95.1K
|
2.81K
$657K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-65- 31.55% |
$12.8K - $15.4K
|
141
$33K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
49+ 0.13% |
$9.67K - $11.6K
|
37K
$8.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-135- 0.47% |
$26.6K - $32.1K
|
28.6K
$6.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-193- 2.53% |
$38.1K - $45.9K
|
7.43K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-202- 3.26% |
$39.9K - $48K
|
6K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.5K+ 252.1% |
$2.66M - $3.2M
|
18.8K
$4.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
15.2K+ 35.61% |
$3M - $3.61M
|
57.8K
$13.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.41K- 14.42% |
$1.66M - $2M
|
49.9K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10+ 0.71% |
$1.97K - $2.38K
|
1.42K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.22K+ 7.58% |
$437K - $526K
|
31.4K
$7.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.8KNew |
$355K - $428K
|
1.8K
$420K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-74- 8.72% |
$14.6K - $17.6K
|
775
$181K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-268- 3.29% |
$52.9K - $63.7K
|
7.87K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
60+ 0.25% |
$11.8K - $14.3K
|
24.3K
$5.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.1K+ 40.11% |
$2.19M - $2.64M
|
38.8K
$9.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
972+ 3.47% |
$192K - $231K
|
29K
$6.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
240+ 2.47% |
$47.4K - $57K
|
9.97K
$2.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-378- 18.84% |
$74.6K - $89.8K
|
1.63K
$381K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.74K- 66.25% |
$343K - $413K
|
886
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.88K- 16.73% |
$372K - $448K
|
9.37K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
251+ 0.91% |
$49.5K - $59.7K
|
27.7K
$6.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-4.62K- 13.0% |
$912K - $1.1M
|
30.9K
$7.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-39- 1.19% |
$7.7K - $9.27K
|
3.25K
$759K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4+ 0.16% |
$789 - $951
|
2.48K
$579K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
115+ 0.36% |
$22.7K - $27.3K
|
31.9K
$7.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.02K+ 1.38% |
$200K - $241K
|
74.5K
$17.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.41K+ 4.71% |
$476K - $573K
|
53.6K
$12.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
421+ 2.37% |
$83.1K - $100K
|
18.2K
$4.25M
|