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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.65K- 19.66% |
$304K - $349K
|
6.76K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-120- 61.54% |
$22.1K - $25.3K
|
75
$15.7K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.47KNew |
$639K - $732K
|
3.47K
$729K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.16KNew |
$214K - $245K
|
1.16K
$244K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-110- 21.57% |
$20.3K - $23.2K
|
400
$84K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.3KNew |
$240K - $275K
|
1.3K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
204+ 7.83% |
$37.6K - $43K
|
2.81K
$590K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.04% |
$184 - $211
|
2.3K
$484K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
730+ 83.24% |
$134K - $154K
|
1.61K
$337K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11+ 61.11% |
$2.03K - $2.32K
|
29
$6.09K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-4- 0.03% |
$736 - $844
|
14.7K
$3.1M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
4.31KNew |
$794K - $910K
|
4.31K
$905K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
32.5KNew |
$5.98M - $6.86M
|
32.5K
$6.82M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.05KNew |
$192K - $221K
|
1.05K
$219K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-305- 23.63% |
$56.2K - $64.4K
|
986
$207K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.01KNew |
$186K - $213K
|
1.01K
$212K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
5.15KNew |
$948K - $1.09M
|
5.15K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.68KNew |
$1.23M - $1.41M
|
6.68K
$1.4M
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
39.4KNew |
$7.26M - $8.32M
|
39.4K
$8.28M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
999New |
$184K - $211K
|
999
$210K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-15.2K- 81.31% |
$2.8M - $3.21M
|
3.5K
$735K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.02KNew |
$372K - $426K
|
2.02K
$424K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
461New |
$84.9K - $97.3K
|
461
$96.8K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-6- 0.69% |
$1.1K - $1.27K
|
863
$181K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.94K- 10.25% |
$726K - $832K
|
34.5K
$7.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-259- 20.57% |
$47.7K - $54.7K
|
1K
$210K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-5- 0.26% |
$921 - $1.06K
|
1.92K
$402K
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.36KNew |
$251K - $287K
|
1.36K
$286K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
13.9KNew |
$2.56M - $2.93M
|
13.9K
$2.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.48KNew |
$272K - $311K
|
1.48K
$310K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
127+ 7.4% |
$23.4K - $26.8K
|
1.84K
$387K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-399- 7.75% |
$73.5K - $84.2K
|
4.75K
$998K
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
983New |
$181K - $207K
|
983
$206K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-49- 0.23% |
$9.02K - $10.3K
|
21K
$4.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.77K- 11.4% |
$326K - $374K
|
13.8K
$2.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.02KNew |
$372K - $426K
|
2.02K
$424K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-100- 2.33% |
$18.4K - $21.1K
|
4.2K
$882K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
87.5KNew |
$16.1M - $18.5M
|
87.5K
$18.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.53KNew |
$282K - $323K
|
1.53K
$321K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
963New |
$177K - $203K
|
963
$202K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-129- 13.06% |
$23.8K - $27.2K
|
859
$180K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-50- 5.0% |
$9.21K - $10.6K
|
950
$199K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
30New |
$5.52K - $6.33K
|
30
$6.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.79K- 47.09% |
$881K - $1.01M
|
5.38K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-246K- 84.53% |
$45.4M - $52M
|
45.1K
$9.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
12.1KNew |
$2.23M - $2.55M
|
12.1K
$2.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-230- 80.42% |
$42.3K - $48.5K
|
56
$11.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-11- 0.67% |
$2.03K - $2.32K
|
1.64K
$344K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-20- 11.9% |
$3.68K - $4.22K
|
148
$31.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-531- 28.3% |
$97.8K - $112K
|
1.35K
$282K
|