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 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-154- 13.0% |
$29.6K - $35.6K
|
1.03K
$279K
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.65K- 6.19% |
$317K - $382K
|
25K
$6.77M
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.02KNew |
$196K - $236K
|
1.02K
$276K
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
CALL |
250KNew |
$48.1M - $57.9M
|
250K
$67.7M
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
10.8K+ 12.35% |
$2.07M - $2.49M
|
98K
$26.5M
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.04KNew |
$201K - $241K
|
1.04K
$283K
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-240- 18.88% |
$46.2K - $55.5K
|
1.03K
$279K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-100- 3.34% |
$19.3K - $23.1K
|
2.9K
$784K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.06% |
$193 - $231
|
1.67K
$452K
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-7.38K- 98.73% |
$1.42M - $1.71M
|
95
$25.7K
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.03KNew |
$199K - $239K
|
1.03K
$280K
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-28.4K- 45.38% |
$5.48M - $6.58M
|
34.2K
$9.28M
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-82.6K- 46.84% |
$15.9M - $19.1M
|
93.7K
$25.4M
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8New |
$1.54K - $1.85K
|
8
$2.17K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
24New |
$4.62K - $5.55K
|
24
$6.5K
|
|
Jul 25, 2024
Q2 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-42.3K- 70.26% |
$8.15M - $9.8M
|
17.9K
$4.85M
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-340- 0.81% |
$65.5K - $78.7K
|
41.9K
$11.3M
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-13- 1.81% |
$2.5K - $3.01K
|
704
$191K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
147+ 12.45% |
$28.3K - $34K
|
1.33K
$360K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-221- 10.1% |
$42.5K - $51.1K
|
1.97K
$533K
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-124- 10.25% |
$23.9K - $28.7K
|
1.09K
$294K
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.18KNew |
$612K - $736K
|
3.18K
$861K
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
3.89KNew |
$749K - $900K
|
3.89K
$1.05M
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
33.8K+ 2371.75% |
$6.5M - $7.81M
|
35.2K
$9.53M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
42+ 0.18% |
$8.09K - $9.72K
|
23.1K
$6.27M
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-100- 1.45% |
$19.3K - $23.1K
|
6.78K
$1.84M
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-12- 1.04% |
$2.31K - $2.78K
|
1.14K
$309K
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
623+ 93.12% |
$120K - $144K
|
1.29K
$350K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.33KNew |
$256K - $307K
|
1.33K
$360K
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-9- 0.23% |
$1.73K - $2.08K
|
3.84K
$1.04M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-79- 73.15% |
$15.2K - $18.3K
|
29
$7.86K
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.03KNew |
$198K - $238K
|
1.03K
$279K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
283New |
$54.5K - $65.5K
|
283
$76.7K
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 7.72% |
$28.9K - $34.7K
|
1.79K
$486K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.4KNew |
$270K - $325K
|
1.4K
$380K
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
51+ 0.96% |
$9.82K - $11.8K
|
5.35K
$1.45M
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-4- 0.32% |
$770 - $926
|
1.24K
$335K
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-4- 0.14% |
$770 - $926
|
2.79K
$756K
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.13KNew |
$217K - $261K
|
1.13K
$306K
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-3- 0.07% |
$578 - $694
|
4.42K
$1.2M
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.02K+ 6.11% |
$196K - $235K
|
17.7K
$4.78M
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-30- 1.07% |
$5.78K - $6.94K
|
2.77K
$750K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.77KNew |
$533K - $641K
|
2.77K
$750K
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.06KNew |
$204K - $245K
|
1.06K
$286K
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-99- 8.92% |
$19.1K - $22.9K
|
1.01K
$274K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
100New |
$19.3K - $23.1K
|
100
$27.1K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-17- 5.28% |
$3.27K - $3.93K
|
305
$82.6K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-19- 11.05% |
$3.66K - $4.4K
|
153
$41.4K
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.17KNew |
$224K - $270K
|
1.17K
$316K
|
|
Q1 2024 | |||||||
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
68.5KNew |
$12.6M - $14.4M
|
68.5K
$18.5M
|