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 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.55K+ 15.0% |
$1.1M - $1.32M
|
42.6K
$9.86M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
164+ 11.44% |
$32.4K - $39K
|
1.6K
$370K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.9K- 6.49% |
$3.93M - $4.73M
|
287K
$66.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$19.7K - $23.8K
|
100
$23.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.13K- 6.0% |
$223K - $269K
|
17.7K
$4.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
618+ 3.51% |
$122K - $147K
|
18.2K
$4.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4.58K+ 10.74% |
$904K - $1.09M
|
47.2K
$10.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-17- 1.04% |
$3.35K - $4.04K
|
1.62K
$376K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-5- 1.34% |
$987 - $1.19K
|
369
$85.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-58.7K- 9.49% |
$11.6M - $14M
|
560K
$130M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-403- 7.02% |
$79.5K - $95.8K
|
5.34K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-640- 5.21% |
$126K - $152K
|
11.7K
$2.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
1.44K+ 9.71% |
$283K - $341K
|
16.2K
$3.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
145+ 3.25% |
$28.6K - $34.5K
|
4.61K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-554- 2.89% |
$109K - $132K
|
18.6K
$4.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.97K+ 5.97% |
$586K - $706K
|
52.8K
$12.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-320- 10.94% |
$63.1K - $76.1K
|
2.61K
$603K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
193K+ 109.43% |
$38M - $45.8M
|
369K
$85.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-217- 12.99% |
$42.8K - $51.6K
|
1.45K
$337K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.48K- 10.27% |
$687K - $828K
|
30.4K
$7.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.16% |
$987 - $1.19K
|
3.12K
$721K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.39KNew |
$275K - $331K
|
1.39K
$323K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
114+ 0.89% |
$22.5K - $27.1K
|
12.9K
$2.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-219- 0.72% |
$43.2K - $52.1K
|
30.4K
$7.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-777- 3.14% |
$153K - $185K
|
24K
$5.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.18KNew |
$1.42M - $1.71M
|
7.18K
$1.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-875- 46.67% |
$173K - $208K
|
1K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-667- 41.9% |
$132K - $159K
|
925
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-18.3K- 57.04% |
$3.6M - $4.34M
|
13.7K
$3.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.36% |
$1.97K - $2.38K
|
2.79K
$647K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-276- 3.3% |
$54.5K - $65.6K
|
8.1K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-8.16K- 51.15% |
$1.61M - $1.94M
|
7.79K
$1.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.02KNew |
$201K - $242K
|
1.02K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-101- 1.96% |
$19.9K - $24K
|
5.05K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36New |
$7.1K - $8.56K
|
36
$8.34K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-25- 0.49% |
$4.93K - $5.94K
|
5.08K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
110+ 36.54% |
$21.7K - $26.1K
|
411
$95.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
289+ 10.0% |
$57K - $68.7K
|
3.18K
$736K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.28K+ 4.94% |
$252K - $304K
|
27.1K
$6.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
65+ 0.12% |
$12.8K - $15.4K
|
55.8K
$12.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$197 - $238
|
1.55K
$359K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.18K+ 24.21% |
$628K - $757K
|
16.3K
$3.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
266New |
$52.5K - $63.2K
|
266
$61.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-154- 11.85% |
$30.4K - $36.6K
|
1.15K
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-278- 4.02% |
$54.9K - $66.1K
|
6.64K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.28K- 8.0% |
$252K - $303K
|
14.7K
$3.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-381- 6.17% |
$75.2K - $90.6K
|
5.79K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
77+ 1.23% |
$15.2K - $18.3K
|
6.33K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400+ 7.69% |
$78.9K - $95.1K
|
5.6K
$1.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
572+ 2.94% |
$113K - $136K
|
20K
$4.63M
|