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 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
623+ 93.12% |
$120K - $144K
|
1.29K
$302K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
201New |
$38.7K - $46.5K
|
201
$47K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.33KNew |
$256K - $307K
|
1.33K
$310K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-9- 0.23% |
$1.73K - $2.08K
|
3.84K
$897K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-79- 73.15% |
$15.2K - $18.3K
|
29
$6.77K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.03KNew |
$198K - $238K
|
1.03K
$241K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
283New |
$54.5K - $65.5K
|
283
$66.1K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21+ 0.25% |
$4.04K - $4.86K
|
8.36K
$1.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 7.72% |
$28.9K - $34.7K
|
1.79K
$419K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.4KNew |
$270K - $325K
|
1.4K
$328K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
700+ 131.83% |
$135K - $162K
|
1.23K
$288K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.2% |
$385 - $463
|
987
$231K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
51+ 0.96% |
$9.82K - $11.8K
|
5.35K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
65+ 0.65% |
$12.5K - $15K
|
10.1K
$2.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-314- 25.28% |
$60.5K - $72.7K
|
928
$217K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-4- 0.32% |
$770 - $926
|
1.24K
$288K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-139- 6.76% |
$26.8K - $32.2K
|
1.92K
$448K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-4- 0.14% |
$770 - $926
|
2.79K
$652K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-165- 5.82% |
$31.8K - $38.2K
|
2.67K
$624K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-195- 1.89% |
$37.5K - $45.1K
|
10.1K
$2.37M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
193+ 1.82% |
$37.2K - $44.7K
|
10.8K
$2.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.13KNew |
$217K - $261K
|
1.13K
$264K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-50- 4.07% |
$9.63K - $11.6K
|
1.18K
$276K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-3- 0.07% |
$578 - $694
|
4.42K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.02K+ 6.11% |
$196K - $235K
|
17.7K
$4.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-30- 1.07% |
$5.78K - $6.94K
|
2.77K
$647K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.77KNew |
$533K - $641K
|
2.77K
$647K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
581+ 5.66% |
$112K - $134K
|
10.8K
$2.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.06KNew |
$204K - $245K
|
1.06K
$247K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
320+ 28.17% |
$61.6K - $74.1K
|
1.46K
$340K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-575- 65.71% |
$111K - $133K
|
300
$70.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17+ 70.83% |
$3.27K - $3.93K
|
41
$9.58K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
275+ 5.08% |
$52.9K - $63.6K
|
5.69K
$1.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
40+ 2.54% |
$7.7K - $9.26K
|
1.62K
$378K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1K- 17.17% |
$193K - $231K
|
4.83K
$1.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-256- 14.14% |
$49.3K - $59.2K
|
1.56K
$363K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-99- 8.92% |
$19.1K - $22.9K
|
1.01K
$236K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-344- 6.55% |
$66.2K - $79.6K
|
4.91K
$1.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
315+ 5.24% |
$60.6K - $72.9K
|
6.33K
$1.48M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
100New |
$19.3K - $23.1K
|
100
$23.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-17- 5.28% |
$3.27K - $3.93K
|
305
$71.2K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
640+ 556.52% |
$123K - $148K
|
755
$176K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
11.9K+ 810.74% |
$2.3M - $2.76M
|
13.4K
$3.13M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-19- 11.05% |
$3.66K - $4.4K
|
153
$35.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
63+ 7.86% |
$12.1K - $14.6K
|
865
$202K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.17KNew |
$224K - $270K
|
1.17K
$272K
|
|
| Q1 2024 | |||||||
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.89KNew |
$532K - $610K
|
2.89K
$676K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-946- 49.55% |
$174K - $200K
|
963
$225K
|
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
814KNew |
$150M - $172M
|
814K
$190M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-120- 4.84% |
$22.1K - $25.3K
|
2.36K
$551K
|
|