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 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
891New |
$176K - $212K
|
891
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
1.16KNew |
$229K - $276K
|
1.16K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.63KNew |
$717K - $864K
|
3.63K
$842K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-127- 6.25% |
$25.1K - $30.2K
|
1.91K
$441K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$197 - $238
|
1.2K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
254+ 3.03% |
$50.1K - $60.4K
|
8.64K
$2M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-860- 1.25% |
$170K - $204K
|
67.8K
$15.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.49% |
$2.96K - $3.57K
|
3.07K
$710K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
24+ 1.37% |
$4.74K - $5.7K
|
1.78K
$413K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.95K+ 53.87% |
$1.77M - $2.13M
|
25.6K
$5.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
175+ 1.26% |
$34.5K - $41.6K
|
14K
$3.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-146- 0.65% |
$28.8K - $34.7K
|
22.2K
$5.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
45+ 0.18% |
$8.88K - $10.7K
|
25.1K
$5.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.69K- 1.93% |
$531K - $640K
|
137K
$31.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
42+ 0.22% |
$8.29K - $9.98K
|
19.1K
$4.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.15K- 30.59% |
$226K - $273K
|
2.6K
$603K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 19.67% |
$49.3K - $59.4K
|
1.02K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-169K- 60.88% |
$33.3M - $40.1M
|
108K
$25.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-28- 2.09% |
$5.53K - $6.66K
|
1.31K
$304K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-5.89K- 21.03% |
$1.16M - $1.4M
|
22.1K
$5.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
935New |
$185K - $222K
|
935
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
438+ 3.27% |
$86.4K - $104K
|
13.8K
$3.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
363+ 18.44% |
$71.6K - $86.3K
|
2.33K
$540K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-381- 3.14% |
$75.2K - $90.6K
|
11.8K
$2.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
270+ 15.41% |
$53.3K - $64.2K
|
2.02K
$468K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-380- 3.05% |
$75K - $90.3K
|
12.1K
$2.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.71K+ 9.24% |
$929K - $1.12M
|
55.7K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.08K+ 34.26% |
$213K - $256K
|
4.23K
$979K
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
1.74K+ 3.95% |
$344K - $414K
|
45.8K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-106- 3.15% |
$20.9K - $25.2K
|
3.26K
$756K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
400+ 8.29% |
$78.9K - $95.1K
|
5.23K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.47K- 2.01% |
$290K - $349K
|
71.5K
$16.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-60- 2.4% |
$11.8K - $14.3K
|
2.44K
$564K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
4.87KNew |
$960K - $1.16M
|
4.87K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-21.6K- 32.2% |
$4.27M - $5.14M
|
45.5K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5- 6.49% |
$987 - $1.19K
|
72
$16.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-65- 1.15% |
$12.8K - $15.4K
|
5.61K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-42- 4.46% |
$8.29K - $9.98K
|
899
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-13.8K- 50.96% |
$2.72M - $3.28M
|
13.3K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.2KNew |
$237K - $286K
|
1.2K
$279K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
40+ 1.38% |
$7.89K - $9.51K
|
2.94K
$681K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-17- 0.24% |
$3.35K - $4.04K
|
7.07K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.63K+ 6.64% |
$322K - $388K
|
26.2K
$6.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-179- 0.18% |
$35.3K - $42.5K
|
97.2K
$22.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-21- 0.16% |
$4.14K - $4.99K
|
12.9K
$2.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
28+ 0.39% |
$5.53K - $6.66K
|
7.14K
$1.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2+ 0.06% |
$395 - $475
|
3.44K
$796K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
317+ 0.85% |
$62.6K - $75.3K
|
37.4K
$8.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-563- 16.96% |
$111K - $134K
|
2.76K
$638K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
21.1K+ 406.92% |
$4.16M - $5.01M
|
26.2K
$6.08M
|