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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-206- 13.46% |
$40.7K - $49K
|
1.33K
$318K
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-49- 2.27% |
$9.67K - $11.6K
|
2.11K
$506K
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.39KNew |
$274K - $330K
|
1.39K
$333K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.94K+ 4.86% |
$778K - $937K
|
85.2K
$20.4M
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-98- 1.81% |
$19.3K - $23.3K
|
5.31K
$1.27M
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$410K - $494K
|
2.08K
$498K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
10.8K+ 187.52% |
$2.13M - $2.56M
|
16.5K
$3.96M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.04KNew |
$206K - $248K
|
1.04K
$250K
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-20- 0.11% |
$3.95K - $4.75K
|
18K
$4.31M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
986+ 8.28% |
$195K - $234K
|
12.9K
$3.1M
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.06KNew |
$208K - $251K
|
1.06K
$253K
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-25- 1.18% |
$4.93K - $5.94K
|
2.09K
$501K
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.34KNew |
$264K - $318K
|
1.34K
$322K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-153- 4.25% |
$30.2K - $36.4K
|
3.45K
$827K
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
153+ 2.97% |
$30.2K - $36.4K
|
5.31K
$1.27M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
229New |
$45.2K - $54.4K
|
229
$55K
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
8.9KNew |
$1.76M - $2.12M
|
8.9K
$2.14M
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
496+ 9.22% |
$97.9K - $118K
|
5.88K
$1.41M
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-261- 6.06% |
$51.5K - $62K
|
4.05K
$971K
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
4.72K+ 59.15% |
$931K - $1.12M
|
12.7K
$3.05M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-64.1K- 31.31% |
$12.6M - $15.2M
|
141K
$33.7M
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-15- 0.09% |
$2.96K - $3.57K
|
16.1K
$3.85M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
18+ 1.86% |
$3.55K - $4.28K
|
987
$237K
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
225+ 19.84% |
$44.4K - $53.5K
|
1.36K
$326K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
44+ 16.06% |
$8.68K - $10.5K
|
318
$76.3K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.25% |
$2.57K - $3.09K
|
5.17K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
405+ 35.16% |
$79.9K - $96.3K
|
1.56K
$374K
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
736New |
$145K - $175K
|
736
$177K
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
460+ 2.07% |
$90.8K - $109K
|
22.7K
$5.44M
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-1.35K- 52.5% |
$266K - $320K
|
1.22K
$292K
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
151KNew |
$29.7M - $35.8M
|
151K
$36.2M
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
343New |
$67.7K - $81.5K
|
343
$82.3K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.26K+ 78.44% |
$248K - $298K
|
2.86K
$685K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
3.8KNew |
$750K - $903K
|
3.8K
$912K
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
569+ 42.12% |
$112K - $135K
|
1.92K
$461K
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
81.3K+ 14.85% |
$16M - $19.3M
|
629K
$151M
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3+ 0.2% |
$592 - $713
|
1.52K
$364K
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
74.1KNew |
$14.6M - $17.6M
|
74.1K
$17.8M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8- 0.42% |
$1.58K - $1.9K
|
1.91K
$459K
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
289+ 13.59% |
$57K - $68.7K
|
2.42K
$580K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
253+ 22.85% |
$49.9K - $60.1K
|
1.36K
$326K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-330K- 42.32% |
$65.1M - $78.5M
|
450K
$108M
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.17% |
$1.18K - $1.43K
|
3.6K
$864K
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.34K- 51.44% |
$265K - $319K
|
1.27K
$304K
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-3.66K- 27.75% |
$721K - $869K
|
9.52K
$2.28M
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-58- 4.27% |
$11.4K - $13.8K
|
1.3K
$312K
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.35K- 17.91% |
$267K - $322K
|
6.21K
$1.49M
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.77KNew |
$350K - $421K
|
1.77K
$425K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2- 0.02% |
$395 - $475
|
8.64K
$2.07M
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-225- 5.57% |
$44.4K - $53.5K
|
3.82K
$916K
|