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 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.5K- 40.03% |
$4.05M - $4.88M
|
30.7K
$7.18M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.5K+ 73.66% |
$5.03M - $6.06M
|
60.1K
$14.1M
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.56K- 13.43% |
$308K - $371K
|
10.1K
$2.35M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-64.1K- 31.31% |
$12.6M - $15.2M
|
141K
$32.9M
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-15- 0.09% |
$2.96K - $3.57K
|
16.1K
$3.75M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
372+ 9.79% |
$73.4K - $88.4K
|
4.17K
$975K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
18+ 1.86% |
$3.55K - $4.28K
|
987
$231K
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.19K+ 3.49% |
$235K - $284K
|
35.4K
$8.28M
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-304K- 13.52% |
$60M - $72.3M
|
1.95M
$455M
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-545- 1.28% |
$108K - $130K
|
42.1K
$9.83M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 5.82% |
$2.18M - $2.63M
|
201K
$47M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
225+ 19.84% |
$44.4K - $53.5K
|
1.36K
$318K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-609- 1.82% |
$120K - $145K
|
32.9K
$7.69M
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
27+ 1.58% |
$5.33K - $6.42K
|
1.74K
$406K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7+ 19.44% |
$1.38K - $1.66K
|
43
$10.1K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
44+ 16.06% |
$8.68K - $10.5K
|
318
$74.3K
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
200New |
$39.5K - $47.5K
|
200
$46.7K
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.39K+ 9.05% |
$670K - $807K
|
40.9K
$9.56M
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
109+ 8.22% |
$21.5K - $25.9K
|
1.44K
$335K
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.95K+ 63.32% |
$386K - $464K
|
5.04K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-34- 2.75% |
$6.71K - $8.08K
|
1.2K
$281K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.09K- 9.92% |
$412K - $496K
|
19K
$4.43M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-54.4K- 1.06% |
$10.7M - $12.9M
|
5.06M
$1.18B
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
40K+ 19.41% |
$7.89M - $9.51M
|
246K
$57.5M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.2K+ 6.62% |
$2.41M - $2.9M
|
197K
$46M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
50.6K+ 16.75% |
$9.99M - $12M
|
353K
$82.4M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-43.9K- 5.87% |
$8.66M - $10.4M
|
704K
$164M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.4K- 1.39% |
$868K - $1.05M
|
312K
$73M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.1K+ 1.59% |
$2.59M - $3.12M
|
838K
$196M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.93K- 43.61% |
$972K - $1.17M
|
6.37K
$1.49M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.82K+ 6.47% |
$1.54M - $1.86M
|
129K
$30M
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.85K- 23.09% |
$364K - $439K
|
6.14K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
6.63K+ 0.46% |
$1.31M - $1.58M
|
1.44M
$337M
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.83K+ 68.16% |
$361K - $435K
|
4.52K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.25% |
$2.57K - $3.09K
|
5.17K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.62K+ 34.61% |
$713K - $859K
|
14.1K
$3.29M
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.06K+ 14.01% |
$209K - $251K
|
8.61K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
405+ 35.16% |
$79.9K - $96.3K
|
1.56K
$364K
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-89- 4.77% |
$17.6K - $21.2K
|
1.78K
$415K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
204K+ 4.68% |
$40.3M - $48.6M
|
4.57M
$1.07B
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
50.1K+ 16.85% |
$9.89M - $11.9M
|
348K
$81.2M
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
736New |
$145K - $175K
|
736
$172K
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.07KNew |
$210K - $253K
|
1.07K
$249K
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.21K+ 743.64% |
$831K - $1M
|
4.78K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
460+ 2.07% |
$90.8K - $109K
|
22.7K
$5.3M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-89- 1.87% |
$17.6K - $21.2K
|
4.68K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.4K- 44.1% |
$3.03M - $3.65M
|
19.5K
$4.55M
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-931- 1.96% |
$184K - $221K
|
46.6K
$10.9M
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-37- 1.36% |
$7.3K - $8.79K
|
2.68K
$627K
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.89K- 3.15% |
$372K - $448K
|
58K
$13.5M
|