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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
485+ 3.46% |
$93.4K - $112K
|
14.5K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
101+ 11.07% |
$19.4K - $23.4K
|
1.01K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-1.19K- 44.27% |
$229K - $275K
|
1.5K
$352K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
250+ 64.94% |
$48.1K - $57.9K
|
635
$149K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
88+ 6.03% |
$16.9K - $20.4K
|
1.55K
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-411- 28.29% |
$79.1K - $95.1K
|
1.04K
$245K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-7- 0.71% |
$1.35K - $1.62K
|
977
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
844+ 1.59% |
$162K - $195K
|
53.9K
$12.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.14KNew |
$219K - $263K
|
1.14K
$266K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-283- 6.2% |
$54.5K - $65.5K
|
4.28K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-141- 12.88% |
$27.1K - $32.6K
|
954
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
26+ 650.0% |
$5.01K - $6.02K
|
30
$7.04K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
99+ 7.04% |
$19.1K - $22.9K
|
1.51K
$354K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
51New |
$9.82K - $11.8K
|
51
$12K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
25New |
$4.81K - $5.79K
|
25
$5.87K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.24K+ 4.04% |
$432K - $519K
|
57.8K
$13.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.3KNew |
$250K - $301K
|
1.3K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-14.6K- 48.46% |
$2.82M - $3.39M
|
15.6K
$3.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.21% |
$193 - $231
|
475
$112K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-24- 2.4% |
$4.62K - $5.55K
|
974
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
136+ 0.66% |
$26.2K - $31.5K
|
20.6K
$4.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
159New |
$30.6K - $36.8K
|
159
$37.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-518- 11.05% |
$99.7K - $120K
|
4.17K
$978K
|
|
|
Aug 08, 2024
Q2 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4K- 17.71% |
$770K - $926K
|
18.6K
$4.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.47K- 23.72% |
$283K - $340K
|
4.73K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-8.21K- 9.4% |
$1.58M - $1.9M
|
79.2K
$18.6M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-13- 0.81% |
$2.5K - $3.01K
|
1.58K
$372K
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-402- 2.6% |
$77.4K - $93K
|
15.1K
$3.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-823- 58.16% |
$158K - $190K
|
592
$139K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.34K- 71.73% |
$836K - $1.01M
|
1.71K
$402K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
371+ 138.43% |
$71.4K - $85.9K
|
639
$150K
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
78+ 3.44% |
$15K - $18K
|
2.35K
$551K
|
|
|
Aug 07, 2024
Q2 2024
|
Cowen And Company, LLC
|
BUY
|
CALL |
25KNew |
$4.81M - $5.79M
|
25K
$5.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Tiff Advisory Services Inc
|
SELL
|
- |
-66.5K- 40.91% |
$12.8M - $15.4M
|
96K
$22.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.15KNew |
$414K - $498K
|
2.15K
$505K
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
927New |
$178K - $215K
|
927
$218K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
897New |
$173K - $208K
|
897
$211K
|
|
|
Aug 07, 2024
Q2 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.99K+ 1.28% |
$768K - $923K
|
315K
$74M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
12.5K+ 166.67% |
$2.41M - $2.89M
|
20K
$4.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
230+ 14.94% |
$44.3K - $53.2K
|
1.77K
$415K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
900New |
$173K - $208K
|
900
$211K
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
150+ 1.21% |
$28.9K - $34.7K
|
12.5K
$2.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-75- 2.33% |
$14.4K - $17.4K
|
3.15K
$739K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-41- 14.04% |
$7.89K - $9.49K
|
251
$58.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
310New |
$59.7K - $71.7K
|
310
$72.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.99K- 59.17% |
$575K - $691K
|
2.06K
$484K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.2K- 2.15% |
$423K - $508K
|
99.9K
$23.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.43K+ 4.81% |
$275K - $331K
|
31.1K
$7.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
12.8KNew |
$2.47M - $2.97M
|
12.8K
$3.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-21- 8.79% |
$4.04K - $4.86K
|
218
$51.2K
|