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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-870- 2.97% |
$125K - $152K
|
28.4K
$6.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-7- 2.1% |
$1.01K - $1.22K
|
327
$76.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
424KNew |
$61M - $74M
|
424K
$99M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.22KNew |
$175K - $213K
|
1.22K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.3KNew |
$187K - $227K
|
1.3K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
599New |
$86.2K - $105K
|
599
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
455+ 2.39% |
$65.5K - $79.5K
|
19.5K
$4.55M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
183New |
$26.3K - $32K
|
183
$42.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
96.8KNew |
$13.9M - $16.9M
|
96.8K
$22.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
700+ 642.2% |
$101K - $122K
|
809
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
2.1KNew |
$302K - $367K
|
2.1K
$491K
|
|
|
Aug 11, 2023
Q2 2023
|
Beaconlight Capital, LLC
New York, NY |
BUY
|
PUT |
284New |
$40.9K - $49.6K
|
284
$66.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$216K - $262K
|
1.5K
$350K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5New |
$720 - $873
|
5
$1.17K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4- 2.07% |
$576 - $699
|
189
$44.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
51+ 0.54% |
$7.34K - $8.91K
|
9.55K
$2.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-291- 0.17% |
$41.9K - $50.8K
|
174K
$40.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-75- 89.29% |
$10.8K - $13.1K
|
9
$2.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.29K+ 1.77% |
$186K - $226K
|
74.2K
$17.3M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-40- 3.0% |
$5.76K - $6.99K
|
1.29K
$302K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
13New |
$1.87K - $2.27K
|
13
$3.04K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
423+ 42.3% |
$60.9K - $73.9K
|
1.42K
$332K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-35.3K- 15.93% |
$5.09M - $6.17M
|
186K
$43.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.51KNew |
$361K - $438K
|
2.51K
$586K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.26KNew |
$181K - $220K
|
1.26K
$294K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-26- 1.75% |
$3.74K - $4.54K
|
1.46K
$341K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.21KNew |
$174K - $211K
|
1.21K
$283K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
53+ 5.17% |
$7.63K - $9.26K
|
1.08K
$252K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.94K+ 7.55% |
$712K - $863K
|
70.4K
$16.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$432 - $524
|
1.75K
$408K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-153- 23.79% |
$22K - $26.7K
|
490
$114K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15+ 30.61% |
$2.16K - $2.62K
|
64
$15K
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$180K - $218K
|
1.25K
$292K
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-1.06K- 41.41% |
$153K - $185K
|
1.5K
$350K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
205+ 15.22% |
$29.5K - $35.8K
|
1.55K
$363K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.46K- 2.35% |
$211K - $255K
|
60.7K
$14.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-442- 16.11% |
$63.6K - $77.2K
|
2.3K
$538K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
201+ 4.05% |
$28.9K - $35.1K
|
5.17K
$1.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-566- 11.51% |
$81.5K - $98.8K
|
4.35K
$1.02M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
201+ 16.39% |
$28.9K - $35.1K
|
1.43K
$333K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
201+ 16.39% |
$28.9K - $35.1K
|
1.43K
$333K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.4K- 49.93% |
$346K - $419K
|
2.41K
$562K
|
|
|
Jul 21, 2023
Q2 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
25.5KNew |
$3.67M - $4.45M
|
25.5K
$5.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1K- 7.02% |
$145K - $175K
|
13.3K
$3.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
14KNew |
$2.02M - $2.45M
|
14K
$3.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
203+ 16.41% |
$29.2K - $35.4K
|
1.44K
$336K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
35New |
$5.04K - $6.11K
|
35
$8.18K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-38- 27.54% |
$5.47K - $6.64K
|
100
$23.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$432 - $524
|
1.51K
$353K
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
1.29KNew |
$186K - $226K
|
1.29K
$302K
|