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 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4- 2.07% |
$576 - $699
|
189
$51.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
51+ 0.54% |
$7.34K - $8.91K
|
9.55K
$2.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-291- 0.17% |
$41.9K - $50.8K
|
174K
$47.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-75- 89.29% |
$10.8K - $13.1K
|
9
$2.44K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.29K+ 1.77% |
$186K - $226K
|
74.2K
$20.1M
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-40- 3.0% |
$5.76K - $6.99K
|
1.29K
$350K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
13New |
$1.87K - $2.27K
|
13
$3.52K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
423+ 42.3% |
$60.9K - $73.9K
|
1.42K
$385K
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.51KNew |
$361K - $438K
|
2.51K
$680K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.26KNew |
$181K - $220K
|
1.26K
$341K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-26- 1.75% |
$3.74K - $4.54K
|
1.46K
$395K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.21KNew |
$174K - $211K
|
1.21K
$328K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
53+ 5.17% |
$7.63K - $9.26K
|
1.08K
$292K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.94K+ 7.55% |
$712K - $863K
|
70.4K
$19.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$432 - $524
|
1.75K
$473K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-153- 23.79% |
$22K - $26.7K
|
490
$133K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15+ 30.61% |
$2.16K - $2.62K
|
64
$17.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.46K- 2.35% |
$211K - $255K
|
60.7K
$16.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-442- 16.11% |
$63.6K - $77.2K
|
2.3K
$624K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
201+ 16.39% |
$28.9K - $35.1K
|
1.43K
$387K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
201+ 16.39% |
$28.9K - $35.1K
|
1.43K
$387K
|
|
|
Jul 21, 2023
Q2 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
25.5KNew |
$3.67M - $4.45M
|
25.5K
$6.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1K- 7.02% |
$145K - $175K
|
13.3K
$3.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
14KNew |
$2.02M - $2.45M
|
14K
$3.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
203+ 16.41% |
$29.2K - $35.4K
|
1.44K
$390K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-38- 27.54% |
$5.47K - $6.64K
|
100
$27.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$432 - $524
|
1.51K
$409K
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
1.29KNew |
$186K - $226K
|
1.29K
$351K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.1K- 8.33% |
$158K - $191K
|
12K
$3.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 25.64% |
$2.88K - $3.49K
|
58
$15.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
343+ 11.76% |
$49.4K - $59.9K
|
3.26K
$883K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.46KNew |
$211K - $255K
|
1.46K
$396K
|
|
| Q1 2023 | |||||||
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3.29KClosed |
$398K - $496K
|
0
$0
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.61KClosed |
$195K - $243K
|
0
$0
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-31- 10.73% |
$3.76K - $4.68K
|
258
$69.9K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
225KNew |
$27.3M - $34M
|
225K
$60.9M
|
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-53.5K- 61.32% |
$6.48M - $8.07M
|
33.7K
$9.14M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.4KNew |
$169K - $211K
|
1.4K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
155KNew |
$18.7M - $23.3M
|
155K
$41.9M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
35KNew |
$4.24M - $5.29M
|
35K
$9.48M
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
862New |
$104K - $130K
|
862
$233K
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.6KNew |
$194K - $242K
|
1.6K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1MNew |
$121M - $151M
|
1M
$271M
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
260+ 13.0% |
$31.5K - $39.3K
|
2.26K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.62KNew |
$197K - $245K
|
1.62K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
3.59KNew |
$435K - $542K
|
3.59K
$973K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.89KNew |
$350K - $436K
|
2.89K
$782K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.73KNew |
$210K - $262K
|
1.73K
$469K
|
|
|
May 12, 2023
Q1 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
PUT |
200KNew |
$24.2M - $30.2M
|
200K
$54.2M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-305- 75.31% |
$37K - $46.1K
|
100
$27.1K
|
|