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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4- 0.3% |
$641 - $772
|
1.34K
$282K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
91.4K+ 107.47% |
$14.6M - $17.6M
|
176K
$37M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.04% |
$160 - $193
|
97
$20.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
42KNew |
$6.72M - $8.1M
|
42K
$8.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
96New |
$15.4K - $18.5K
|
96
$20.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.84KNew |
$295K - $355K
|
1.84K
$386K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.27KNew |
$524K - $631K
|
3.27K
$686K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.24KNew |
$199K - $240K
|
1.24K
$261K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.05KNew |
$169K - $203K
|
1.05K
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
2.18KNew |
$349K - $420K
|
2.18K
$457K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.69K- 32.28% |
$591K - $712K
|
7.74K
$1.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3+ 0.11% |
$481 - $579
|
2.61K
$549K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-435- 9.08% |
$69.7K - $84K
|
4.36K
$915K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
410+ 62.31% |
$65.7K - $79.2K
|
1.07K
$224K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-396- 14.42% |
$63.4K - $76.5K
|
2.35K
$494K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
440New |
$70.5K - $85K
|
440
$92.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.35KNew |
$216K - $260K
|
1.35K
$283K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.25K+ 17.92% |
$200K - $241K
|
8.22K
$1.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
20.9K+ 62.28% |
$3.35M - $4.03M
|
54.4K
$11.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
105+ 7.32% |
$16.8K - $20.3K
|
1.54K
$323K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.29KNew |
$207K - $249K
|
1.29K
$271K
|
|
| Q3 2023 | |||||||
|
Sep 20, 2024
Q3 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 0.22% |
$648 - $721
|
1.81K
$379K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-56- 4.35% |
$9.07K - $10.1K
|
1.23K
$259K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.64KNew |
$265K - $295K
|
1.64K
$344K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.82KClosed |
$295K - $328K
|
0
$0
|
|
|
Nov 27, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.19K- 50.37% |
$516K - $574K
|
3.14K
$659K
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
BUY
|
- |
5.41KNew |
$875K - $974K
|
5.41K
$1.13M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9.17K- 54.07% |
$1.49M - $1.65M
|
7.79K
$1.64M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.57K- 60.63% |
$416K - $463K
|
1.67K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-934- 81.71% |
$151K - $168K
|
209
$43.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-73- 3.23% |
$11.8K - $13.2K
|
2.19K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-78- 0.28% |
$12.6K - $14.1K
|
28K
$5.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-213- 5.19% |
$34.5K - $38.4K
|
3.89K
$816K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-170- 1.48% |
$27.5K - $30.6K
|
11.3K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.41KNew |
$1.2M - $1.34M
|
7.41K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-27.9K- 93.0% |
$4.52M - $5.03M
|
2.1K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
1.8KNew |
$292K - $324K
|
1.8K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-14.6K- 99.99% |
$2.36M - $2.63M
|
1
$210
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$567K - $631K
|
3.5K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
PUT |
14KNew |
$2.27M - $2.52M
|
14K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
CALL |
-8.5K- 27.24% |
$1.38M - $1.53M
|
22.7K
$4.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.17K- 9.51% |
$675K - $751K
|
39.7K
$8.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
913New |
$148K - $165K
|
913
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
17K+ 1000.0% |
$2.75M - $3.06M
|
18.7K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-8.4K- 83.81% |
$1.36M - $1.51M
|
1.62K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
24KNew |
$3.89M - $4.33M
|
24K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
24.3KNew |
$3.94M - $4.38M
|
24.3K
$5.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.73K- 1.79% |
$441K - $491K
|
149K
$31.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-56- 24.56% |
$9.07K - $10.1K
|
172
$36.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
714New |
$116K - $129K
|
714
$150K
|
|