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 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.03% |
$197 - $238
|
3.86K
$894K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.58K- 6.45% |
$509K - $613K
|
37.4K
$8.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
25+ 0.24% |
$4.93K - $5.94K
|
10.6K
$2.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
37.3K+ 2.67% |
$7.36M - $8.86M
|
1.43M
$332M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.82K+ 1.48% |
$556K - $670K
|
194K
$44.9M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.63K+ 4.39% |
$321K - $387K
|
38.7K
$8.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-169- 1.27% |
$33.4K - $40.2K
|
13.1K
$3.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-24.3K- 91.8% |
$4.8M - $5.78M
|
2.17K
$503K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
4+ 0.19% |
$789 - $951
|
2.1K
$487K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.56K+ 193.28% |
$505K - $609K
|
3.89K
$900K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
669+ 13.22% |
$132K - $159K
|
5.73K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.52K+ 16.29% |
$1.29M - $1.55M
|
46.5K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
971+ 2.41% |
$192K - $231K
|
41.3K
$9.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-106- 1.64% |
$20.9K - $25.2K
|
6.37K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.01KNew |
$396K - $477K
|
2.01K
$464K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-134- 0.48% |
$26.4K - $31.8K
|
27.8K
$6.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.86K- 5.51% |
$565K - $680K
|
49K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-43- 1.65% |
$8.49K - $10.2K
|
2.56K
$592K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
153+ 1.74% |
$30.2K - $36.4K
|
8.96K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
500+ 14.84% |
$98.7K - $119K
|
3.87K
$896K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
419New |
$82.7K - $99.6K
|
419
$97K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-654- 0.88% |
$129K - $155K
|
73.9K
$17.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
34+ 0.21% |
$6.71K - $8.08K
|
16.1K
$3.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
808+ 3.2% |
$159K - $192K
|
26K
$6.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-689- 9.63% |
$136K - $164K
|
6.46K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26.7K+ 1202.2% |
$5.27M - $6.35M
|
28.9K
$6.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-381- 1.06% |
$75.2K - $90.6K
|
35.7K
$8.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.8K- 2.38% |
$356K - $429K
|
74K
$17.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.05KNew |
$602K - $725K
|
3.05K
$706K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-49- 1.85% |
$9.67K - $11.6K
|
2.61K
$603K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 15.66% |
$259K - $311K
|
9.68K
$2.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.5K+ 46.99% |
$2.47M - $2.97M
|
39.1K
$9.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.9K- 7.99% |
$1.16M - $1.4M
|
67.9K
$15.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-441- 1.68% |
$87K - $105K
|
25.8K
$5.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
2.29KNew |
$451K - $544K
|
2.29K
$530K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
836+ 1.61% |
$165K - $199K
|
52.7K
$12.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.77K+ 15.14% |
$547K - $659K
|
21.1K
$4.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.09% |
$197 - $238
|
1.16K
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
148+ 1.08% |
$29.2K - $35.2K
|
13.9K
$3.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
4.41K+ 32.87% |
$870K - $1.05M
|
17.8K
$4.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
315+ 6.38% |
$62.2K - $74.9K
|
5.25K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.5K+ 13.47% |
$493K - $593K
|
21K
$4.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.23K- 3.56% |
$440K - $531K
|
60.4K
$14M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.64K- 3.84% |
$717K - $864K
|
90.9K
$21.1M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-174K- 7.95% |
$34.4M - $41.4M
|
2.02M
$467M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-5- 0.12% |
$987 - $1.19K
|
4.12K
$955K
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
34.6K+ 46.51% |
$6.83M - $8.22M
|
109K
$25.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-83- 27.39% |
$16.4K - $19.7K
|
220
$50.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$1.18K - $1.43K
|
6
$1.39K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
798+ 33.29% |
$157K - $190K
|
3.2K
$740K
|