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 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$203K - $245K
|
1.03K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$197 - $238
|
2.7K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
971New |
$192K - $231K
|
971
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.18K- 6.49% |
$232K - $280K
|
17K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
216+ 68.57% |
$42.6K - $51.3K
|
531
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-116- 1.34% |
$22.9K - $27.6K
|
8.54K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
59+ 3.37% |
$11.6K - $14K
|
1.81K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.01K+ 1.56% |
$199K - $240K
|
65.8K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
30+ 0.89% |
$5.92K - $7.13K
|
3.41K
$922K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.49K- 61.16% |
$295K - $355K
|
948
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-700- 6.14% |
$138K - $166K
|
10.7K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-176- 4.2% |
$34.7K - $41.8K
|
4.01K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-81- 2.06% |
$16K - $19.3K
|
3.84K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
100+ 7.58% |
$19.7K - $23.8K
|
1.42K
$384K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
235+ 18.29% |
$46.4K - $55.9K
|
1.52K
$412K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
392+ 1.11% |
$77.4K - $93.2K
|
35.8K
$9.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
545+ 2.01% |
$108K - $130K
|
27.6K
$7.48M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
311+ 12.16% |
$61.4K - $73.9K
|
2.87K
$777K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
984+ 14.9% |
$194K - $234K
|
7.59K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
253+ 15.81% |
$49.9K - $60.1K
|
1.85K
$502K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4New |
$789 - $951
|
4
$1.08K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
305New |
$60.2K - $72.5K
|
305
$82.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
95+ 5.0% |
$18.7K - $22.6K
|
1.99K
$540K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-10- 0.17% |
$1.97K - $2.38K
|
5.77K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-32- 13.97% |
$6.31K - $7.61K
|
197
$53.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Taiyo Life Insurance CO
|
SELL
|
- |
-73K- 41.67% |
$14.4M - $17.4M
|
102K
$27.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-100- 2.04% |
$19.7K - $23.8K
|
4.8K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-65- 31.55% |
$12.8K - $15.4K
|
141
$38.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
40+ 2.01% |
$7.89K - $9.51K
|
2.04K
$551K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-6.7K- 29.91% |
$1.32M - $1.59M
|
15.7K
$4.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-237- 4.99% |
$46.8K - $56.3K
|
4.52K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-20- 1.78% |
$3.95K - $4.75K
|
1.1K
$299K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.85KNew |
$759K - $915K
|
3.85K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-125- 50.0% |
$24.7K - $29.7K
|
125
$33.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
642New |
$127K - $153K
|
642
$174K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
902New |
$178K - $214K
|
902
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-18- 0.71% |
$3.55K - $4.28K
|
2.52K
$682K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.54K+ 107.18% |
$698K - $841K
|
6.84K
$1.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
889New |
$175K - $211K
|
889
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
665+ 9.67% |
$131K - $158K
|
7.54K
$2.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
140+ 13.88% |
$27.6K - $33.3K
|
1.15K
$311K
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
19.1KNew |
$3.77M - $4.54M
|
19.1K
$5.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
312+ 8.97% |
$61.6K - $74.2K
|
3.79K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
500+ 14.84% |
$98.7K - $119K
|
3.87K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
419New |
$82.7K - $99.6K
|
419
$113K
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
34.6K+ 46.51% |
$6.83M - $8.22M
|
109K
$29.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
798+ 33.29% |
$157K - $190K
|
3.2K
$865K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-60- 5.18% |
$11.8K - $14.3K
|
1.1K
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100+ 2.4% |
$19.7K - $23.8K
|
4.27K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-923- 92.76% |
$182K - $219K
|
72
$19.5K
|