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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.1KNew |
$594K - $694K
|
5.1K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
117New |
$13.6K - $15.9K
|
117
$24.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.36KNew |
$508K - $594K
|
4.36K
$916K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-237- 8.82% |
$27.6K - $32.3K
|
2.45K
$514K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.7KNew |
$198K - $231K
|
1.7K
$356K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3+ 0.06% |
$350 - $408
|
4.9K
$1.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-9.46K- 52.39% |
$1.1M - $1.29M
|
8.6K
$1.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
700New |
$81.6K - $95.3K
|
700
$147K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
PUT |
100New |
$11.7K - $13.6K
|
100
$21K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
272New |
$31.7K - $37K
|
272
$57.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-12.4K- 43.57% |
$1.44M - $1.69M
|
16K
$3.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.73KNew |
$202K - $236K
|
1.73K
$363K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
402New |
$46.9K - $54.7K
|
402
$84.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
20.1K+ 559.11% |
$2.35M - $2.74M
|
23.7K
$4.98M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-560- 4.39% |
$65.3K - $76.2K
|
12.2K
$2.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.75KNew |
$204K - $238K
|
1.75K
$368K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.69KNew |
$314K - $366K
|
2.69K
$565K
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.54KNew |
$413K - $482K
|
3.54K
$744K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.33KNew |
$155K - $181K
|
1.33K
$279K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
1.79KNew |
$208K - $243K
|
1.79K
$375K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-50- 1.9% |
$5.83K - $6.81K
|
2.58K
$542K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-946- 3.24% |
$110K - $129K
|
28.3K
$5.94M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
40KNew |
$4.66M - $5.45M
|
40K
$8.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
1.55MNew |
$180M - $211M
|
1.55M
$325M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
18.7KNew |
$2.18M - $2.55M
|
18.7K
$3.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
131New |
$15.3K - $17.8K
|
131
$27.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-1.46K- 2.34% |
$171K - $199K
|
61.2K
$12.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.17K+ 31.86% |
$136K - $159K
|
4.82K
$1.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-11.8K- 34.1% |
$1.38M - $1.61M
|
22.8K
$4.79M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
1.73KNew |
$201K - $235K
|
1.73K
$362K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-20- 0.19% |
$2.38K - $3.03K
|
10.8K
$2.26M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-7.56K- 75.22% |
$898K - $1.15M
|
2.49K
$523K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.01K+ 4.45% |
$120K - $154K
|
23.8K
$4.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-9.38K- 68.04% |
$1.11M - $1.42M
|
4.41K
$925K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-26- 0.48% |
$3.09K - $3.94K
|
5.42K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-503- 11.88% |
$59.7K - $76.2K
|
3.73K
$783K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
6.51KNew |
$773K - $987K
|
6.51K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-43- 0.91% |
$5.11K - $6.52K
|
4.66K
$978K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.8K+ 161.18% |
$1.28M - $1.64M
|
17.5K
$3.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-79KClosed |
$9.38M - $12M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-107- 1.37% |
$12.7K - $16.2K
|
7.71K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-185- 5.1% |
$22K - $28K
|
3.45K
$723K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
5KNew |
$594K - $758K
|
5K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.23K+ 32.01% |
$146K - $186K
|
5.07K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
22.5K+ 14.65% |
$2.67M - $3.41M
|
176K
$37M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
2.5KNew |
$297K - $379K
|
2.5K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
18.3KNew |
$2.17M - $2.77M
|
18.3K
$3.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
7New |
$831 - $1.06K
|
7
$1.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-218K- 91.91% |
$26M - $33.1M
|
19.2K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-9.36K- 26.29% |
$1.11M - $1.42M
|
26.3K
$5.51M
|
|