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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.63K+ 0.85% |
$1.22M - $1.4M
|
787K
$184M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$231K - $265K
|
1.26K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.79K+ 504.09% |
$1.07M - $1.22M
|
6.94K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1- 0.05% |
$184 - $211
|
1.82K
$426K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-50- 2.86% |
$9.21K - $10.6K
|
1.7K
$397K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
113+ 6.28% |
$20.8K - $23.8K
|
1.91K
$447K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.34KNew |
$247K - $283K
|
1.34K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
39+ 2.22% |
$7.18K - $8.23K
|
1.8K
$420K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
PUT |
4KNew |
$736K - $844K
|
4K
$934K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-29- 12.08% |
$5.34K - $6.12K
|
211
$49.3K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-65.2K- 40.84% |
$12M - $13.7M
|
94.4K
$22.1M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-404- 70.38% |
$74.4K - $85.3K
|
170
$39.7K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-125- 27.78% |
$23K - $26.4K
|
325
$75.9K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1KNew |
$184K - $211K
|
1K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.49% |
$184 - $211
|
206
$48.1K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.41KNew |
$259K - $297K
|
1.41K
$328K
|
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
BUY
|
- |
1KNew |
$184K - $211K
|
1K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.65K- 19.66% |
$304K - $349K
|
6.76K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-120- 61.54% |
$22.1K - $25.3K
|
75
$17.5K
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.66KNew |
$489K - $560K
|
2.66K
$620K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.47KNew |
$639K - $732K
|
3.47K
$811K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.16KNew |
$214K - $245K
|
1.16K
$271K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.64K+ 60.57% |
$485K - $556K
|
6.99K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-110- 21.57% |
$20.3K - $23.2K
|
400
$93.4K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.3KNew |
$240K - $275K
|
1.3K
$305K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
32New |
$5.89K - $6.75K
|
32
$7.48K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.22KNew |
$224K - $257K
|
1.22K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
204+ 7.83% |
$37.6K - $43K
|
2.81K
$656K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.04% |
$184 - $211
|
2.3K
$538K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
730+ 83.24% |
$134K - $154K
|
1.61K
$375K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11+ 61.11% |
$2.03K - $2.32K
|
29
$6.77K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-400- 9.73% |
$73.6K - $84.4K
|
3.71K
$867K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-120- 6.43% |
$22.1K - $25.3K
|
1.75K
$408K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-4- 0.03% |
$736 - $844
|
14.7K
$3.45M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
4.31KNew |
$794K - $910K
|
4.31K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
32.5KNew |
$5.98M - $6.86M
|
32.5K
$7.59M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
679New |
$125K - $143K
|
679
$159K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.05KNew |
$192K - $221K
|
1.05K
$244K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-305- 23.63% |
$56.2K - $64.4K
|
986
$230K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.01KNew |
$186K - $213K
|
1.01K
$236K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-320- 10.79% |
$58.9K - $67.5K
|
2.65K
$618K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
5.15KNew |
$948K - $1.09M
|
5.15K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$718K - $823K
|
3.9K
$911K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.68KNew |
$1.23M - $1.41M
|
6.68K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
39.4KNew |
$7.26M - $8.32M
|
39.4K
$9.21M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
85+ 2.43% |
$15.7K - $17.9K
|
3.59K
$837K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
63New |
$11.6K - $13.3K
|
63
$14.7K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
362+ 4.59% |
$66.7K - $76.4K
|
8.25K
$1.93M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
999New |
$184K - $211K
|
999
$233K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-15.2K- 81.31% |
$2.8M - $3.21M
|
3.5K
$818K
|