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 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
125New |
$20.2K - $22.5K
|
125
$29.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
8.51KNew |
$1.38M - $1.53M
|
8.51K
$2M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.9KNew |
$308K - $342K
|
1.9K
$446K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-584- 2.09% |
$94.6K - $105K
|
27.3K
$6.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
58New |
$9.39K - $10.5K
|
58
$13.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.26KNew |
$365K - $406K
|
2.26K
$529K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
434+ 8.98% |
$70.3K - $78.2K
|
5.27K
$1.24M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
145+ 11.52% |
$23.5K - $26.1K
|
1.4K
$330K
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.27KNew |
$206K - $229K
|
1.27K
$298K
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
801+ 63.72% |
$130K - $144K
|
2.06K
$483K
|
|
|
Oct 30, 2023
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
22.4KNew |
$3.63M - $4.04M
|
22.4K
$5.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20- 3.58% |
$3.24K - $3.61K
|
539
$127K
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
2.25KNew |
$364K - $406K
|
2.25K
$528K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
465+ 28.44% |
$75.3K - $83.8K
|
2.1K
$493K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.32K+ 57.38% |
$700K - $779K
|
11.9K
$2.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-700- 21.96% |
$113K - $126K
|
2.49K
$584K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
9.62KNew |
$1.56M - $1.73M
|
9.62K
$2.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-262- 15.29% |
$42.4K - $47.2K
|
1.45K
$341K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
341New |
$55.2K - $61.5K
|
341
$80.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
813New |
$132K - $147K
|
813
$191K
|
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
9.26KNew |
$1.5M - $1.67M
|
9.26K
$2.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
12+ 0.15% |
$1.94K - $2.16K
|
8.25K
$1.94M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-170- 12.14% |
$27.5K - $30.6K
|
1.23K
$289K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-299- 4.02% |
$48.4K - $53.9K
|
7.14K
$1.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-369- 5.17% |
$59.8K - $66.5K
|
6.76K
$1.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-194- 5.81% |
$31.4K - $35K
|
3.15K
$739K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
695+ 3.55% |
$113K - $125K
|
20.3K
$4.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
21New |
$3.4K - $3.79K
|
21
$4.93K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
6.92KNew |
$1.12M - $1.25M
|
6.92K
$1.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.42KNew |
$230K - $256K
|
1.42K
$333K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.26K- 8.95% |
$1.01M - $1.13M
|
63.7K
$14.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
16.2KNew |
$2.62M - $2.92M
|
16.2K
$3.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 0.59% |
$1.13K - $1.26K
|
1.18K
$278K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
598+ 879.41% |
$96.9K - $108K
|
666
$156K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-265- 4.14% |
$42.9K - $47.8K
|
6.14K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-176- 32.77% |
$28.5K - $31.7K
|
361
$84.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$324 - $361
|
2
$470
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
120+ 75.0% |
$17.3K - $21K
|
280
$65.7K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-200K- 92.1% |
$28.8M - $34.9M
|
17.1K
$4.03M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
6.43KNew |
$926K - $1.12M
|
6.43K
$1.51M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-28.4K- 96.07% |
$4.09M - $4.96M
|
1.16K
$273K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
273New |
$39.3K - $47.7K
|
273
$64.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-10.1K- 58.67% |
$1.45M - $1.76M
|
7.09K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-765- 34.09% |
$110K - $134K
|
1.48K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
8.4KNew |
$1.21M - $1.47M
|
8.4K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
PUT |
-30K- 37.5% |
$4.32M - $5.24M
|
50K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
10+ 0.44% |
$1.44K - $1.75K
|
2.27K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
36+ 2.63% |
$5.18K - $6.29K
|
1.4K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.26KNew |
$181K - $220K
|
1.26K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-9.9K- 59.25% |
$1.42M - $1.73M
|
6.81K
$1.6M
|
|