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 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
269+ 13.2% |
$53.1K - $63.9K
|
2.31K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-134- 1.11% |
$26.4K - $31.8K
|
11.9K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.5K+ 412.75% |
$888K - $1.07M
|
5.59K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
62+ 6.1% |
$12.2K - $14.7K
|
1.08K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
918+ 9.43% |
$181K - $218K
|
10.7K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-34.2K- 80.8% |
$6.75M - $8.13M
|
8.13K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.81KNew |
$554K - $667K
|
2.81K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-774K- 5.78% |
$153M - $184M
|
12.6M
$2.95B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-330K- 42.32% |
$65.1M - $78.5M
|
450K
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
169K+ 1.78% |
$33.3M - $40.1M
|
9.64M
$2.25B
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-617- 4.18% |
$122K - $147K
|
14.1K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.17% |
$1.18K - $1.43K
|
3.6K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.34K- 51.44% |
$265K - $319K
|
1.27K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.17K- 3.22% |
$231K - $279K
|
35.3K
$8.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-130- 0.71% |
$25.7K - $30.9K
|
18.1K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
18.7K+ 1753.33% |
$3.69M - $4.45M
|
19.8K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
412+ 31.5% |
$81.3K - $97.9K
|
1.72K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-3.66K- 27.75% |
$721K - $869K
|
9.52K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-59- 4.07% |
$11.6K - $14K
|
1.39K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-58- 4.27% |
$11.4K - $13.8K
|
1.3K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
497+ 7.53% |
$98.1K - $118K
|
7.1K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.6K- 55.21% |
$6.24M - $7.51M
|
25.6K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-176- 11.84% |
$34.7K - $41.8K
|
1.31K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.35K- 17.91% |
$267K - $322K
|
6.21K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
396+ 14.95% |
$78.1K - $94.1K
|
3.05K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.98K+ 95.85% |
$1.18M - $1.42M
|
12.2K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
6.12K+ 240.32% |
$1.21M - $1.45M
|
8.67K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
SELL
|
- |
-298K- 94.7% |
$58.9M - $70.9M
|
16.7K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
PUT |
512K+ 1175.6% |
$101M - $122M
|
556K
$130M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.77KNew |
$350K - $421K
|
1.77K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
250+ 2.5% |
$49.3K - $59.4K
|
10.3K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.09K- 9.45% |
$609K - $734K
|
29.6K
$6.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-40.3K- 97.48% |
$7.96M - $9.59M
|
1.04K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.48K+ 7.33% |
$489K - $589K
|
36.3K
$8.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-108- 0.85% |
$21.3K - $25.7K
|
12.6K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.64K+ 11.33% |
$1.31M - $1.58M
|
65.2K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
51.9K+ 470.93% |
$10.2M - $12.3M
|
62.9K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-854- 3.31% |
$169K - $203K
|
24.9K
$5.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.7K- 24.0% |
$2.31M - $2.79M
|
37.1K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-40- 1.92% |
$7.89K - $9.51K
|
2.04K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
62.1K+ 12413.2% |
$12.2M - $14.8M
|
62.6K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2- 0.02% |
$395 - $475
|
8.64K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-7.39K- 11.29% |
$1.46M - $1.76M
|
58.1K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-225- 5.57% |
$44.4K - $53.5K
|
3.82K
$892K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.34K+ 29.62% |
$265K - $319K
|
5.87K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
663+ 2.25% |
$131K - $158K
|
30.1K
$7.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.99K- 27.81% |
$590K - $710K
|
7.76K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
350+ 3.25% |
$69.1K - $83.2K
|
11.1K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-965- 2.68% |
$190K - $229K
|
35.1K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.7K+ 0.98% |
$5.46M - $6.57M
|
2.85M
$665M
|