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 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.92K- 8.65% |
$380K - $457K
|
20.3K
$4.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
356+ 0.85% |
$70.3K - $84.6K
|
42.1K
$9.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-18.4K- 19.61% |
$3.62M - $4.36M
|
75.3K
$17.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-4.98K- 46.48% |
$982K - $1.18M
|
5.73K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-14.3K- 6.4% |
$2.82M - $3.4M
|
209K
$49.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
4.39K+ 4.24% |
$866K - $1.04M
|
108K
$25.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25+ 1.38% |
$4.93K - $5.94K
|
1.83K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-311- 13.88% |
$61.4K - $73.9K
|
1.93K
$453K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.12% |
$395 - $475
|
1.71K
$402K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-78- 4.25% |
$15.4K - $18.5K
|
1.76K
$412K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
964New |
$190K - $229K
|
964
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
201+ 4.13% |
$39.7K - $47.8K
|
5.07K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.2KNew |
$236K - $284K
|
1.2K
$281K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
405+ 8.87% |
$79.9K - $96.3K
|
4.97K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 0.56% |
$3.55K - $4.28K
|
3.26K
$765K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-299- 2.4% |
$59K - $71.1K
|
12.2K
$2.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
BUY
|
- |
59K+ 84.8% |
$11.7M - $14M
|
129K
$30.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.3KNew |
$257K - $309K
|
1.3K
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-89- 2.45% |
$17.6K - $21.2K
|
3.54K
$832K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
90+ 0.66% |
$17.8K - $21.4K
|
13.7K
$3.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.08% |
$197 - $238
|
1.26K
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-27- 0.63% |
$5.33K - $6.42K
|
4.27K
$1M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.55K- 9.62% |
$305K - $367K
|
14.5K
$3.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.89K- 11.52% |
$768K - $925K
|
29.9K
$7.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-68- 2.48% |
$13.4K - $16.2K
|
2.67K
$627K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1+ 0.01% |
$197 - $238
|
6.99K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
225+ 3.32% |
$44.4K - $53.5K
|
7K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1+ 0.11% |
$197 - $238
|
916
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
413+ 15.37% |
$81.5K - $98.2K
|
3.1K
$728K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-11.5K- 42.39% |
$2.27M - $2.74M
|
15.7K
$3.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1- 0.05% |
$197 - $238
|
1.85K
$435K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.13K+ 8.75% |
$224K - $269K
|
14.1K
$3.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.17% |
$592 - $713
|
1.77K
$415K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
698+ 3.16% |
$138K - $166K
|
22.8K
$5.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.58K- 2.38% |
$1.89M - $2.28M
|
393K
$92.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
472+ 0.93% |
$93.1K - $112K
|
51.2K
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.11K- 2.57% |
$1.4M - $1.69M
|
270K
$63.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.3KNew |
$453K - $546K
|
2.3K
$539K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
819New |
$162K - $195K
|
819
$192K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-35- 0.23% |
$6.91K - $8.32K
|
15.4K
$3.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-820- 1.61% |
$162K - $195K
|
50.1K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.26K+ 101.45% |
$248K - $299K
|
2.5K
$586K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
776+ 14.71% |
$153K - $184K
|
6.05K
$1.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-38- 0.99% |
$7.5K - $9.03K
|
3.81K
$894K
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.1K+ 9.48% |
$414K - $498K
|
24.2K
$5.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-871- 2.45% |
$172K - $207K
|
34.7K
$8.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.88K+ 6.35% |
$964K - $1.16M
|
81.8K
$19.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.67K+ 56.92% |
$329K - $396K
|
4.59K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-376- 3.33% |
$74.2K - $89.4K
|
10.9K
$2.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
206+ 6.24% |
$40.7K - $49K
|
3.51K
$823K
|