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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-502- 2.6% |
$96.7K - $116K
|
18.8K
$4.42M
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.03KNew |
$199K - $239K
|
1.03K
$242K
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-28.4K- 45.38% |
$5.48M - $6.58M
|
34.2K
$8.04M
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-82.6K- 46.84% |
$15.9M - $19.1M
|
93.7K
$22M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-7.27K- 7.6% |
$1.4M - $1.68M
|
88.4K
$20.8M
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
125+ 1.05% |
$24.1K - $28.9K
|
12K
$2.82M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
677+ 49.02% |
$130K - $157K
|
2.06K
$483K
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-152- 5.24% |
$29.3K - $35.2K
|
2.75K
$646K
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.26K- 18.97% |
$242K - $290K
|
5.36K
$1.26M
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 8.74% |
$3.47K - $4.17K
|
224
$52.6K
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8New |
$1.54K - $1.85K
|
8
$1.88K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
389+ 58.58% |
$74.9K - $90K
|
1.05K
$247K
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
530+ 2.34% |
$102K - $123K
|
23.1K
$5.43M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.07KNew |
$205K - $247K
|
1.07K
$250K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
24New |
$4.62K - $5.55K
|
24
$5.63K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
678+ 67.46% |
$131K - $157K
|
1.68K
$395K
|
|
Jul 25, 2024
Q2 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-42.3K- 70.26% |
$8.15M - $9.8M
|
17.9K
$4.21M
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-340- 0.81% |
$65.5K - $78.7K
|
41.9K
$9.83M
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-13- 1.81% |
$2.5K - $3.01K
|
704
$165K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
147+ 12.45% |
$28.3K - $34K
|
1.33K
$312K
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
25+ 1.02% |
$4.81K - $5.79K
|
2.47K
$580K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14New |
$2.7K - $3.24K
|
14
$3.29K
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-645- 12.54% |
$124K - $149K
|
4.5K
$1.06M
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
115+ 3.02% |
$22.1K - $26.6K
|
3.93K
$922K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-221- 10.1% |
$42.5K - $51.1K
|
1.97K
$462K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.42K- 63.73% |
$851K - $1.02M
|
2.52K
$590K
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-124- 10.25% |
$23.9K - $28.7K
|
1.09K
$255K
|
|
Jul 24, 2024
Q2 2024
|
Trustees Of Dartmouth College
Hanover, NH |
BUY
|
- |
955New |
$184K - $221K
|
955
$224K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-136- 3.43% |
$26.2K - $31.5K
|
3.83K
$898K
|
|
Jul 24, 2024
Q2 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
3+ 0.22% |
$578 - $694
|
1.4K
$328K
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-861- 25.4% |
$166K - $199K
|
2.53K
$594K
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.18KNew |
$612K - $736K
|
3.18K
$747K
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-11.5K- 86.79% |
$2.22M - $2.67M
|
1.75K
$412K
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
3.89KNew |
$749K - $900K
|
3.89K
$913K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-8- 0.37% |
$1.54K - $1.85K
|
2.13K
$499K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
195+ 10.62% |
$37.5K - $45.1K
|
2.03K
$477K
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3+ 0.15% |
$578 - $694
|
2.06K
$484K
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-24- 1.31% |
$4.62K - $5.55K
|
1.8K
$423K
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-68- 5.52% |
$13.1K - $15.7K
|
1.16K
$273K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-33- 2.51% |
$6.35K - $7.64K
|
1.28K
$300K
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
33.8K+ 2371.75% |
$6.5M - $7.81M
|
35.2K
$8.26M
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7- 0.32% |
$1.35K - $1.62K
|
2.19K
$515K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
385+ 4.74% |
$74.1K - $89.1K
|
8.5K
$2M
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
358+ 25.57% |
$68.9K - $82.8K
|
1.76K
$413K
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
2+ 0.2% |
$385 - $463
|
1.02K
$240K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
42+ 0.18% |
$8.09K - $9.72K
|
23.1K
$5.43M
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
950New |
$183K - $220K
|
950
$223K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-100- 1.45% |
$19.3K - $23.1K
|
6.78K
$1.59M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-108- 10.34% |
$20.8K - $25K
|
936
$220K
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-12- 1.04% |
$2.31K - $2.78K
|
1.14K
$268K
|