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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-75- 12.86% |
$12K - $14.5K
|
508
$119K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-300- 12.16% |
$48.1K - $57.9K
|
2.17K
$506K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
1.09KNew |
$174K - $210K
|
1.09K
$254K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
101+ 1.65% |
$16.2K - $19.5K
|
6.21K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5+ 0.5% |
$801 - $965
|
1K
$235K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.52KNew |
$404K - $487K
|
2.52K
$590K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$185K - $223K
|
1.16K
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
74New |
$11.9K - $14.3K
|
74
$17.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.15K+ 15.06% |
$345K - $415K
|
16.4K
$3.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-130- 5.07% |
$20.8K - $25.1K
|
2.44K
$569K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-14- 1.87% |
$2.24K - $2.7K
|
735
$172K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-82- 7.16% |
$13.1K - $15.8K
|
1.06K
$248K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
1.09KNew |
$175K - $211K
|
1.09K
$255K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
100New |
$16K - $19.3K
|
100
$23.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-634- 7.8% |
$102K - $122K
|
7.49K
$1.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.12KNew |
$339K - $409K
|
2.12K
$495K
|
|
|
Jan 24, 2024
Q4 2023
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-200- 14.6% |
$32K - $38.6K
|
1.17K
$273K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-116- 2.62% |
$18.6K - $22.4K
|
4.31K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$198K - $238K
|
1.24K
$288K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.37KNew |
$219K - $264K
|
1.37K
$320K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-62- 2.17% |
$9.93K - $12K
|
2.79K
$652K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4- 0.3% |
$641 - $772
|
1.34K
$313K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
91.4K+ 107.47% |
$14.6M - $17.6M
|
176K
$41.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.04% |
$160 - $193
|
97
$22.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
42KNew |
$6.72M - $8.1M
|
42K
$9.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
96New |
$15.4K - $18.5K
|
96
$22.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.84KNew |
$295K - $355K
|
1.84K
$430K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.27KNew |
$524K - $631K
|
3.27K
$764K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.24KNew |
$199K - $240K
|
1.24K
$290K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
58+ 15.47% |
$9.29K - $11.2K
|
433
$101K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
33.1KNew |
$5.3M - $6.38M
|
33.1K
$7.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.05KNew |
$169K - $203K
|
1.05K
$246K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
2.18KNew |
$349K - $420K
|
2.18K
$508K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.69K- 32.28% |
$591K - $712K
|
7.74K
$1.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.14KNew |
$182K - $219K
|
1.14K
$265K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3+ 0.11% |
$481 - $579
|
2.61K
$610K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-435- 9.08% |
$69.7K - $84K
|
4.36K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
410+ 62.31% |
$65.7K - $79.2K
|
1.07K
$249K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-396- 14.42% |
$63.4K - $76.5K
|
2.35K
$549K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
440New |
$70.5K - $85K
|
440
$103K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.35KNew |
$216K - $260K
|
1.35K
$315K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
49+ 3.38% |
$7.85K - $9.46K
|
1.5K
$350K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.25K+ 17.92% |
$200K - $241K
|
8.22K
$1.92M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
20.9K+ 62.28% |
$3.35M - $4.03M
|
54.4K
$12.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
452+ 5.61% |
$72.4K - $87.3K
|
8.51K
$1.99M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
105+ 7.32% |
$16.8K - $20.3K
|
1.54K
$360K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.29KNew |
$207K - $249K
|
1.29K
$302K
|
|
| Q3 2023 | |||||||
|
Sep 20, 2024
Q3 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 0.22% |
$648 - $721
|
1.81K
$422K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-56- 4.35% |
$9.07K - $10.1K
|
1.23K
$288K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.64KNew |
$265K - $295K
|
1.64K
$383K
|
|