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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-131- 47.81% |
$24.1K - $27.6K
|
143
$33.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
1.4KNew |
$258K - $295K
|
1.4K
$327K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.75K+ 30.57% |
$322K - $369K
|
7.48K
$1.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.06KNew |
$195K - $223K
|
1.06K
$247K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-150- 71.43% |
$27.6K - $31.7K
|
60
$14K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-90- 78.26% |
$16.6K - $19K
|
25
$5.84K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-175- 4.45% |
$32.2K - $36.9K
|
3.76K
$878K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
49+ 1.74% |
$9.02K - $10.3K
|
2.86K
$668K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$279K - $319K
|
1.51K
$354K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-101- 1.77% |
$18.6K - $21.3K
|
5.6K
$1.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.3K- 42.62% |
$239K - $274K
|
1.75K
$408K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-125- 1.87% |
$23K - $26.4K
|
6.56K
$1.53M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
2.45K+ 107.04% |
$451K - $517K
|
4.74K
$1.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-186- 7.0% |
$34.2K - $39.2K
|
2.47K
$578K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-3.82K- 53.13% |
$703K - $805K
|
3.37K
$786K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.39K+ 36.11% |
$255K - $292K
|
5.22K
$1.22M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
1.58KNew |
$290K - $332K
|
1.58K
$368K
|
|
| Q4 2023 | |||||||
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-428- 0.38% |
$68.6K - $82.6K
|
114K
$26.5M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
336+ 6.66% |
$53.8K - $64.9K
|
5.38K
$1.26M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 31.11% |
$2.24K - $2.7K
|
31
$7.24K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
400New |
$64.1K - $77.2K
|
400
$93.4K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-50- 1.11% |
$8.01K - $9.65K
|
4.45K
$1.04M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
26New |
$4.16K - $5.02K
|
26
$6.07K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
462New |
$74K - $89.2K
|
462
$108K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.13KClosed |
$181K - $218K
|
0
$0
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
492+ 77.73% |
$78.8K - $95K
|
1.13K
$263K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-89- 5.01% |
$14.3K - $17.2K
|
1.69K
$394K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.08KNew |
$173K - $208K
|
1.08K
$252K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
118New |
$18.9K - $22.8K
|
118
$27.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
197New |
$31.6K - $38K
|
197
$46K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
116New |
$18.6K - $22.4K
|
116
$27.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
248New |
$39.7K - $47.9K
|
248
$57.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-75- 1.07% |
$12K - $14.5K
|
6.95K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.42KNew |
$869K - $1.05M
|
5.42K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
15.8KNew |
$2.54M - $3.06M
|
15.8K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
8KNew |
$1.28M - $1.54M
|
8K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$208K - $251K
|
1.3K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.19KNew |
$191K - $230K
|
1.19K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-227- 73.23% |
$36.4K - $43.8K
|
83
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-800- 13.79% |
$128K - $154K
|
5K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-23.8K- 39.37% |
$3.81M - $4.6M
|
36.7K
$8.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
CALL |
7.9K+ 85.87% |
$1.27M - $1.53M
|
17.1K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.09KNew |
$175K - $211K
|
1.09K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$300K - $362K
|
1.88K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
140New |
$22.4K - $27K
|
140
$32.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
306+ 17.58% |
$49K - $59.1K
|
2.05K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
4.57KNew |
$732K - $882K
|
4.57K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-445- 15.32% |
$71.3K - $85.9K
|
2.46K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1KNew |
$160K - $193K
|
1K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
600New |
$96.1K - $116K
|
600
$140K
|
|