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 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-472- 0.74% |
$93.1K - $112K
|
63.1K
$14.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
947+ 60.17% |
$187K - $225K
|
2.52K
$592K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
49+ 4.79% |
$9.67K - $11.6K
|
1.07K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.32% |
$789 - $951
|
1.23K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1+ 0.09% |
$197 - $238
|
1.17K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-767- 9.42% |
$151K - $182K
|
7.38K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-224- 18.41% |
$44.2K - $53.2K
|
993
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
579+ 3.32% |
$114K - $138K
|
18K
$4.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
361+ 3.78% |
$71.2K - $85.8K
|
9.91K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.02K+ 13.53% |
$596K - $718K
|
25.3K
$5.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-31- 0.39% |
$6.12K - $7.37K
|
7.91K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-407- 6.71% |
$80.3K - $96.7K
|
5.66K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1KNew |
$198K - $238K
|
1K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1.93K+ 10.26% |
$380K - $458K
|
20.7K
$4.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-8- 0.69% |
$1.58K - $1.9K
|
1.15K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5K+ 160.96% |
$987K - $1.19M
|
8.11K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
64+ 0.43% |
$12.6K - $15.2K
|
15.1K
$3.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-7.22K- 4.54% |
$1.42M - $1.72M
|
152K
$35.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.45K+ 269.74% |
$681K - $820K
|
4.73K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.21KNew |
$437K - $526K
|
2.21K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2.01KNew |
$396K - $477K
|
2.01K
$471K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.03% |
$5.72K - $6.89K
|
2.84K
$666K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
17K+ 55.26% |
$3.35M - $4.03M
|
47.7K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.09K- 3.87% |
$808K - $973K
|
102K
$23.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-97.7K- 97.77% |
$19.3M - $23.2M
|
2.23K
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.16K+ 22.61% |
$230K - $276K
|
6.31K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2+ 0.03% |
$395 - $475
|
7.33K
$1.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
80New |
$15.8K - $19K
|
80
$18.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
50+ 2.67% |
$9.87K - $11.9K
|
1.93K
$452K
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
SELL
|
- |
-200- 0.62% |
$39.5K - $47.5K
|
32.3K
$7.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.8K+ 38.16% |
$2.92M - $3.51M
|
53.5K
$12.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1- 0.06% |
$197 - $238
|
1.77K
$416K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
70+ 2.83% |
$13.8K - $16.6K
|
2.55K
$598K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 31.71% |
$227K - $274K
|
2.48K
$582K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.48K- 8.8% |
$884K - $1.06M
|
46.4K
$10.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
135+ 0.99% |
$26.6K - $32.1K
|
13.7K
$3.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
125+ 0.06% |
$24.7K - $29.7K
|
201K
$47.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.38K+ 54.49% |
$470K - $566K
|
6.75K
$1.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.46K+ 5.26% |
$484K - $584K
|
49.1K
$11.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$395 - $475
|
14.5K
$3.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
28+ 0.88% |
$5.53K - $6.66K
|
3.19K
$749K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-30- 1.77% |
$5.92K - $7.13K
|
1.67K
$392K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-120- 1.28% |
$23.7K - $28.5K
|
9.25K
$2.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.61KNew |
$319K - $384K
|
1.61K
$379K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
459+ 2.35% |
$90.6K - $109K
|
20K
$4.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-47- 4.17% |
$9.27K - $11.2K
|
1.08K
$254K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
671+ 1.42% |
$132K - $159K
|
47.9K
$11.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-142- 16.95% |
$28K - $33.8K
|
696
$163K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.49K+ 263.56% |
$886K - $1.07M
|
6.2K
$1.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
84+ 2.75% |
$16.6K - $20K
|
3.14K
$738K
|