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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-70- 2.7% |
$13.8K - $16.6K
|
2.52K
$589K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
441+ 1.99% |
$87K - $105K
|
22.6K
$5.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.71K+ 225.47% |
$732K - $882K
|
5.35K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-61- 0.92% |
$12K - $14.5K
|
6.56K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
SELL
|
- |
-8.14K- 33.57% |
$1.61M - $1.93M
|
16.1K
$3.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
245+ 1.65% |
$48.3K - $58.2K
|
15.1K
$3.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
373+ 3.82% |
$73.6K - $88.7K
|
10.1K
$2.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-225- 14.65% |
$44.4K - $53.5K
|
1.31K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.54K- 10.63% |
$699K - $842K
|
29.8K
$6.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-505- 0.69% |
$99.7K - $120K
|
72.7K
$17M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-25- 0.73% |
$4.93K - $5.94K
|
3.39K
$792K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.42K+ 7.09% |
$1.07M - $1.29M
|
81.9K
$19.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
23+ 1.39% |
$4.54K - $5.47K
|
1.67K
$391K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
889New |
$175K - $211K
|
889
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.68K- 8.24% |
$528K - $636K
|
29.8K
$6.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-129- 6.71% |
$25.5K - $30.7K
|
1.79K
$419K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.16K+ 1.85% |
$426K - $513K
|
119K
$27.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-34- 2.0% |
$6.71K - $8.08K
|
1.66K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
665+ 9.67% |
$131K - $158K
|
7.54K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.59K+ 145.6% |
$905K - $1.09M
|
7.74K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.53K+ 4.72% |
$1.09M - $1.31M
|
123K
$28.7M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
221+ 10.53% |
$43.6K - $52.5K
|
2.32K
$542K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-26- 0.38% |
$5.13K - $6.18K
|
6.86K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73+ 1.64% |
$14.4K - $17.4K
|
4.53K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.53K+ 51.81% |
$302K - $363K
|
4.48K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
149+ 2.54% |
$29.4K - $35.4K
|
6.02K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$789 - $951
|
2.05K
$478K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30- 0.25% |
$5.92K - $7.13K
|
12K
$2.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.23K- 8.28% |
$439K - $529K
|
24.7K
$5.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.12K+ 11.22% |
$220K - $265K
|
11.1K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-114- 8.89% |
$22.5K - $27.1K
|
1.17K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.55K+ 2.41% |
$503K - $606K
|
108K
$25.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-51- 1.24% |
$10.1K - $12.1K
|
4.08K
$953K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.25K+ 35.9% |
$444K - $535K
|
8.52K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-287- 23.3% |
$56.6K - $68.2K
|
945
$221K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
102+ 11.22% |
$20.1K - $24.2K
|
1.01K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.17K+ 6.54% |
$428K - $516K
|
35.3K
$8.26M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
46+ 0.43% |
$9.08K - $10.9K
|
10.8K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$197 - $238
|
943
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
351+ 28.13% |
$69.3K - $83.4K
|
1.6K
$374K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
448+ 0.38% |
$88.4K - $106K
|
117K
$27.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.83K+ 53.93% |
$362K - $436K
|
5.24K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.25KNew |
$445K - $535K
|
2.25K
$527K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16- 0.41% |
$3.16K - $3.8K
|
3.92K
$917K
|
|
|
Oct 30, 2024
Q3 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-68- 0.09% |
$13.4K - $16.2K
|
77.4K
$18.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
140+ 13.88% |
$27.6K - $33.3K
|
1.15K
$269K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.77K- 11.18% |
$349K - $420K
|
14K
$3.28M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-22- 1.15% |
$4.34K - $5.23K
|
1.9K
$443K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-129K- 89.55% |
$25.5M - $30.7M
|
15.1K
$3.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-75- 7.61% |
$14.8K - $17.8K
|
910
$213K
|