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 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-20- 1.78% |
$3.95K - $4.75K
|
1.1K
$232K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.85KNew |
$759K - $915K
|
3.85K
$808K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-125- 50.0% |
$24.7K - $29.7K
|
125
$26.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
642New |
$127K - $153K
|
642
$135K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-5.19K- 59.37% |
$1.02M - $1.23M
|
3.55K
$746K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
902New |
$178K - $214K
|
902
$189K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-18- 0.71% |
$3.55K - $4.28K
|
2.52K
$529K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.54K+ 107.18% |
$698K - $841K
|
6.84K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
82+ 15.83% |
$16.2K - $19.5K
|
600
$126K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-70- 2.7% |
$13.8K - $16.6K
|
2.52K
$529K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
889New |
$175K - $211K
|
889
$187K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
665+ 9.67% |
$131K - $158K
|
7.54K
$1.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-26- 0.38% |
$5.13K - $6.18K
|
6.86K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-287- 23.3% |
$56.6K - $68.2K
|
945
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.83K+ 53.93% |
$362K - $436K
|
5.24K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
140+ 13.88% |
$27.6K - $33.3K
|
1.15K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-75- 7.61% |
$14.8K - $17.8K
|
910
$191K
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
19.1KNew |
$3.77M - $4.54M
|
19.1K
$4.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
312+ 8.97% |
$61.6K - $74.2K
|
3.79K
$796K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
500+ 14.84% |
$98.7K - $119K
|
3.87K
$812K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
419New |
$82.7K - $99.6K
|
419
$88K
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
34.6K+ 46.51% |
$6.83M - $8.22M
|
109K
$22.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-83- 27.39% |
$16.4K - $19.7K
|
220
$46.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$1.18K - $1.43K
|
6
$1.26K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
798+ 33.29% |
$157K - $190K
|
3.2K
$671K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-60- 5.18% |
$11.8K - $14.3K
|
1.1K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
410+ 2.78% |
$80.9K - $97.4K
|
15.1K
$3.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100+ 2.4% |
$19.7K - $23.8K
|
4.27K
$896K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
31+ 2.28% |
$6.12K - $7.37K
|
1.39K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-923- 92.76% |
$182K - $219K
|
72
$15.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
66New |
$13K - $15.7K
|
66
$13.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
36+ 3.36% |
$7.1K - $8.56K
|
1.11K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
26+ 1.96% |
$5.13K - $6.18K
|
1.35K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-65- 3.1% |
$12.8K - $15.4K
|
2.03K
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.66KNew |
$328K - $395K
|
1.66K
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
1.16KNew |
$229K - $276K
|
1.16K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-106- 3.15% |
$20.9K - $25.2K
|
3.26K
$685K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5- 6.49% |
$987 - $1.19K
|
72
$15.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-42- 4.46% |
$8.29K - $9.98K
|
899
$189K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$19.7K - $23.8K
|
100
$21K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-5- 1.34% |
$987 - $1.19K
|
369
$77.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
145+ 3.25% |
$28.6K - $34.5K
|
4.61K
$968K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-875- 46.67% |
$173K - $208K
|
1K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-667- 41.9% |
$132K - $159K
|
925
$194K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.02KNew |
$201K - $242K
|
1.02K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36New |
$7.1K - $8.56K
|
36
$7.56K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
266New |
$52.5K - $63.2K
|
266
$55.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
165New |
$32.6K - $39.2K
|
165
$34.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
55.7KNew |
$11M - $13.2M
|
55.7K
$11.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
20+ 1.15% |
$3.95K - $4.75K
|
1.76K
$370K
|