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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-124- 10.25% |
$23.9K - $28.7K
|
1.09K
$228K
|
|
|
Jul 24, 2024
Q2 2024
|
Trustees Of Dartmouth College
Hanover, NH |
BUY
|
- |
955New |
$184K - $221K
|
955
$201K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.18KNew |
$612K - $736K
|
3.18K
$668K
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-11.5K- 86.79% |
$2.22M - $2.67M
|
1.75K
$368K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
3.89KNew |
$749K - $900K
|
3.89K
$817K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3+ 0.15% |
$578 - $694
|
2.06K
$433K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-68- 5.52% |
$13.1K - $15.7K
|
1.16K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
33.8K+ 2371.75% |
$6.5M - $7.81M
|
35.2K
$7.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
358+ 25.57% |
$68.9K - $82.8K
|
1.76K
$369K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
2+ 0.2% |
$385 - $463
|
1.02K
$215K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
42+ 0.18% |
$8.09K - $9.72K
|
23.1K
$4.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
950New |
$183K - $220K
|
950
$199K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-100- 1.45% |
$19.3K - $23.1K
|
6.78K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-12- 1.04% |
$2.31K - $2.78K
|
1.14K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
623+ 93.12% |
$120K - $144K
|
1.29K
$271K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
201New |
$38.7K - $46.5K
|
201
$42.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.33KNew |
$256K - $307K
|
1.33K
$279K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-9- 0.23% |
$1.73K - $2.08K
|
3.84K
$806K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-79- 73.15% |
$15.2K - $18.3K
|
29
$6.09K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.03KNew |
$198K - $238K
|
1.03K
$216K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
283New |
$54.5K - $65.5K
|
283
$59.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 7.72% |
$28.9K - $34.7K
|
1.79K
$376K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.4KNew |
$270K - $325K
|
1.4K
$295K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.2% |
$385 - $463
|
987
$207K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
51+ 0.96% |
$9.82K - $11.8K
|
5.35K
$1.12M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-4- 0.32% |
$770 - $926
|
1.24K
$259K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-4- 0.14% |
$770 - $926
|
2.79K
$586K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
193+ 1.82% |
$37.2K - $44.7K
|
10.8K
$2.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.13KNew |
$217K - $261K
|
1.13K
$237K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-3- 0.07% |
$578 - $694
|
4.42K
$928K
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.02K+ 6.11% |
$196K - $235K
|
17.7K
$3.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-30- 1.07% |
$5.78K - $6.94K
|
2.77K
$581K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.77KNew |
$533K - $641K
|
2.77K
$581K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.06KNew |
$204K - $245K
|
1.06K
$222K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
320+ 28.17% |
$61.6K - $74.1K
|
1.46K
$306K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-575- 65.71% |
$111K - $133K
|
300
$63K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
40+ 2.54% |
$7.7K - $9.26K
|
1.62K
$340K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1K- 17.17% |
$193K - $231K
|
4.83K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-256- 14.14% |
$49.3K - $59.2K
|
1.56K
$327K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-99- 8.92% |
$19.1K - $22.9K
|
1.01K
$212K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
315+ 5.24% |
$60.6K - $72.9K
|
6.33K
$1.33M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
100New |
$19.3K - $23.1K
|
100
$21K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-17- 5.28% |
$3.27K - $3.93K
|
305
$64K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
11.9K+ 810.74% |
$2.3M - $2.76M
|
13.4K
$2.81M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-19- 11.05% |
$3.66K - $4.4K
|
153
$32.1K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.17KNew |
$224K - $270K
|
1.17K
$245K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-299- 48.07% |
$55.1K - $63.1K
|
323
$67.8K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.14K- 15.63% |
$579K - $663K
|
17K
$3.56M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.07KNew |
$565K - $647K
|
3.07K
$644K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-946- 49.55% |
$174K - $200K
|
963
$202K
|
|