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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.46KNew |
$288K - $347K
|
1.46K
$350K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-6- 0.6% |
$1.18K - $1.43K
|
986
$237K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-9.32K- 99.98% |
$1.84M - $2.22M
|
2
$480
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
76K+ 220.29% |
$15M - $18.1M
|
111K
$26.5M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.17K- 3.11% |
$1.02M - $1.23M
|
161K
$38.7M
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
96+ 8.05% |
$18.9K - $22.8K
|
1.29K
$309K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
60New |
$11.8K - $14.3K
|
60
$14.4K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.48K- 4.16% |
$293K - $352K
|
34.2K
$8.2M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.88K+ 15.45% |
$1.55M - $1.87M
|
58.9K
$14.1M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.92K- 6.9% |
$774K - $932K
|
52.9K
$12.7M
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-791- 37.99% |
$156K - $188K
|
1.29K
$310K
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-873- 6.66% |
$172K - $207K
|
12.2K
$2.94M
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
6.92K+ 29.2% |
$1.37M - $1.65M
|
30.6K
$7.35M
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
145+ 1.45% |
$28.6K - $34.5K
|
10.2K
$2.44M
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-30K- 41.51% |
$5.91M - $7.12M
|
42.2K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
214+ 21.04% |
$42.2K - $50.9K
|
1.23K
$295K
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$203K - $245K
|
1.03K
$247K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-7- 0.56% |
$1.38K - $1.66K
|
1.23K
$296K
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.63KNew |
$321K - $387K
|
1.63K
$391K
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-585- 34.72% |
$115K - $139K
|
1.1K
$264K
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-37- 0.72% |
$7.3K - $8.79K
|
5.12K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$197 - $238
|
2.7K
$648K
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
251+ 18.89% |
$49.5K - $59.7K
|
1.58K
$379K
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
971New |
$192K - $231K
|
971
$233K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
42+ 1.52% |
$8.29K - $9.98K
|
2.8K
$673K
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
391+ 9.01% |
$77.2K - $92.9K
|
4.73K
$1.14M
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 0.84% |
$19.7K - $23.8K
|
11.8K
$2.83M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.18K- 6.49% |
$232K - $280K
|
17K
$4.07M
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
216+ 68.57% |
$42.6K - $51.3K
|
531
$127K
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.22K+ 25.45% |
$1.03M - $1.24M
|
25.7K
$6.17M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-30- 3.52% |
$5.92K - $7.13K
|
822
$197K
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-116- 1.34% |
$22.9K - $27.6K
|
8.54K
$2.05M
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-113- 6.56% |
$22.3K - $26.9K
|
1.61K
$386K
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
59+ 3.37% |
$11.6K - $14K
|
1.81K
$434K
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.01K+ 1.56% |
$199K - $240K
|
65.8K
$15.8M
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
921New |
$182K - $219K
|
921
$221K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
30+ 0.89% |
$5.92K - $7.13K
|
3.41K
$817K
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-500- 29.98% |
$98.7K - $119K
|
1.17K
$280K
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500+ 55.56% |
$98.7K - $119K
|
1.4K
$336K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.3K+ 20.91% |
$3.01M - $3.63M
|
88.3K
$21.2M
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
62+ 0.18% |
$12.2K - $14.7K
|
35.1K
$8.43M
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.49K- 61.16% |
$295K - $355K
|
948
$227K
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-700- 6.14% |
$138K - $166K
|
10.7K
$2.57M
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-940- 5.85% |
$185K - $223K
|
15.1K
$3.63M
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-128- 1.0% |
$25.3K - $30.4K
|
12.7K
$3.05M
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
305KNew |
$60.2M - $72.5M
|
305K
$73.2M
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
369+ 45.22% |
$72.8K - $87.7K
|
1.19K
$284K
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-176- 4.2% |
$34.7K - $41.8K
|
4.01K
$963K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-81- 2.06% |
$16K - $19.3K
|
3.84K
$922K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
101+ 202.0% |
$19.9K - $24K
|
151
$36.2K
|