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 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.02KNew |
$372K - $426K
|
2.02K
$472K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
461New |
$84.9K - $97.3K
|
461
$108K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-6- 0.69% |
$1.1K - $1.27K
|
863
$202K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.94K- 10.25% |
$726K - $832K
|
34.5K
$8.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-259- 20.57% |
$47.7K - $54.7K
|
1K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
33+ 0.87% |
$6.08K - $6.96K
|
3.83K
$894K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-635Closed |
$117K - $134K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-5- 0.26% |
$921 - $1.06K
|
1.92K
$448K
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.36KNew |
$251K - $287K
|
1.36K
$318K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
13.9KNew |
$2.56M - $2.93M
|
13.9K
$3.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.48KNew |
$272K - $311K
|
1.48K
$345K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
50+ 1.61% |
$9.21K - $10.6K
|
3.15K
$736K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
127+ 7.4% |
$23.4K - $26.8K
|
1.84K
$431K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-399- 7.75% |
$73.5K - $84.2K
|
4.75K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
56+ 66.67% |
$10.3K - $11.8K
|
140
$32.7K
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
983New |
$181K - $207K
|
983
$230K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-49- 0.23% |
$9.02K - $10.3K
|
21K
$4.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.77K- 11.4% |
$326K - $374K
|
13.8K
$3.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
569+ 1.48% |
$105K - $120K
|
39K
$9.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-48- 0.57% |
$8.84K - $10.1K
|
8.34K
$1.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-62- 3.28% |
$11.4K - $13.1K
|
1.83K
$427K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.02KNew |
$372K - $426K
|
2.02K
$471K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-100- 2.33% |
$18.4K - $21.1K
|
4.2K
$981K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
87.5KNew |
$16.1M - $18.5M
|
87.5K
$20.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.53KNew |
$282K - $323K
|
1.53K
$357K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
963New |
$177K - $203K
|
963
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-129- 13.06% |
$23.8K - $27.2K
|
859
$201K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-50- 5.0% |
$9.21K - $10.6K
|
950
$222K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-51- 11.41% |
$9.39K - $10.8K
|
396
$92.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-49- 2.25% |
$9.02K - $10.3K
|
2.13K
$498K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-125- 4.05% |
$23K - $26.4K
|
2.96K
$691K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
30New |
$5.52K - $6.33K
|
30
$7.01K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.79K- 47.09% |
$881K - $1.01M
|
5.38K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-246K- 84.53% |
$45.4M - $52M
|
45.1K
$10.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
12.1KNew |
$2.23M - $2.55M
|
12.1K
$2.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-230- 80.42% |
$42.3K - $48.5K
|
56
$13.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-11- 0.67% |
$2.03K - $2.32K
|
1.64K
$383K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 2.02% |
$4.97K - $5.7K
|
1.31K
$306K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-20- 11.9% |
$3.68K - $4.22K
|
148
$34.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-531- 28.3% |
$97.8K - $112K
|
1.35K
$314K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-5.04K- 7.56% |
$928K - $1.06M
|
61.7K
$14.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
826+ 430.21% |
$152K - $174K
|
1.02K
$238K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.41KNew |
$260K - $298K
|
1.41K
$330K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-128- 10.61% |
$23.6K - $27K
|
1.08K
$252K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
988New |
$182K - $208K
|
988
$231K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
154+ 7.42% |
$28.4K - $32.5K
|
2.23K
$521K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.02KNew |
$187K - $214K
|
1.02K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-8- 0.72% |
$1.47K - $1.69K
|
1.11K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1.01KNew |
$186K - $213K
|
1.01K
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
975New |
$180K - $206K
|
975
$228K
|