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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
826+ 430.21% |
$152K - $174K
|
1.02K
$214K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.41KNew |
$260K - $298K
|
1.41K
$297K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-128- 10.61% |
$23.6K - $27K
|
1.08K
$226K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
988New |
$182K - $208K
|
988
$207K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
154+ 7.42% |
$28.4K - $32.5K
|
2.23K
$468K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.02KNew |
$187K - $214K
|
1.02K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-8- 0.72% |
$1.47K - $1.69K
|
1.11K
$233K
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
975New |
$180K - $206K
|
975
$205K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-131- 47.81% |
$24.1K - $27.6K
|
143
$30K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
1.4KNew |
$258K - $295K
|
1.4K
$294K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.06KNew |
$195K - $223K
|
1.06K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-150- 71.43% |
$27.6K - $31.7K
|
60
$12.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-90- 78.26% |
$16.6K - $19K
|
25
$5.25K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-175- 4.45% |
$32.2K - $36.9K
|
3.76K
$789K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
49+ 1.74% |
$9.02K - $10.3K
|
2.86K
$601K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-101- 1.77% |
$18.6K - $21.3K
|
5.6K
$1.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.3K- 42.62% |
$239K - $274K
|
1.75K
$367K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
2.45K+ 107.04% |
$451K - $517K
|
4.74K
$995K
|
|
|
Apr 10, 2024
Q1 2024
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-186- 7.0% |
$34.2K - $39.2K
|
2.47K
$519K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.39K+ 36.11% |
$255K - $292K
|
5.22K
$1.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
1.58KNew |
$290K - $332K
|
1.58K
$331K
|
|
| Q4 2023 | |||||||
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
336+ 6.66% |
$53.8K - $64.9K
|
5.38K
$1.13M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 31.11% |
$2.24K - $2.7K
|
31
$6.51K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
400New |
$64.1K - $77.2K
|
400
$84K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-50- 1.11% |
$8.01K - $9.65K
|
4.45K
$934K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
462New |
$74K - $89.2K
|
462
$97K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.13KClosed |
$181K - $218K
|
0
$0
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.08KNew |
$173K - $208K
|
1.08K
$226K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
197New |
$31.6K - $38K
|
197
$41.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
116New |
$18.6K - $22.4K
|
116
$24.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
248New |
$39.7K - $47.9K
|
248
$52.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-75- 1.07% |
$12K - $14.5K
|
6.95K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
15.8KNew |
$2.54M - $3.06M
|
15.8K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
8KNew |
$1.28M - $1.54M
|
8K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$208K - $251K
|
1.3K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.19KNew |
$191K - $230K
|
1.19K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-227- 73.23% |
$36.4K - $43.8K
|
83
$17.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-800- 13.79% |
$128K - $154K
|
5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
CALL |
7.9K+ 85.87% |
$1.27M - $1.53M
|
17.1K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.09KNew |
$175K - $211K
|
1.09K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$300K - $362K
|
1.88K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
140New |
$22.4K - $27K
|
140
$29.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
4.57KNew |
$732K - $882K
|
4.57K
$959K
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-445- 15.32% |
$71.3K - $85.9K
|
2.46K
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1KNew |
$160K - $193K
|
1K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
600New |
$96.1K - $116K
|
600
$126K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
1.05KNew |
$168K - $203K
|
1.05K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
275New |
$44.1K - $53.1K
|
275
$57.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.01KNew |
$322K - $388K
|
2.01K
$422K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
11New |
$1.76K - $2.12K
|
11
$2.31K
|
|