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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-77- 21.33% |
$9.33K - $11.6K
|
284
$76.9K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-10- 50.0% |
$1.21K - $1.51K
|
10
$2.71K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
556New |
$67.4K - $84K
|
556
$151K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.65KNew |
$199K - $248K
|
1.65K
$446K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
CALL |
-47.2KClosed |
$5.72M - $7.13M
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
14+ 0.2% |
$1.7K - $2.11K
|
6.87K
$1.86M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
724New |
$87.7K - $109K
|
724
$196K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-540- 17.0% |
$65.4K - $81.5K
|
2.64K
$714K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
193New |
$23.4K - $29.1K
|
193
$52.3K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
71+ 2.52% |
$8.6K - $10.7K
|
2.89K
$784K
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
104KNew |
$12.6M - $15.8M
|
104K
$28.3M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-34- 6.02% |
$4.12K - $5.13K
|
531
$144K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.55KNew |
$188K - $234K
|
1.55K
$420K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-27- 12.05% |
$3.27K - $4.08K
|
197
$53.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
163KNew |
$19.8M - $24.6M
|
163K
$44.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
219+ 40.04% |
$26.5K - $33.1K
|
766
$207K
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.54KNew |
$187K - $233K
|
1.54K
$417K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.47KNew |
$179K - $223K
|
1.47K
$399K
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
6.12KNew |
$742K - $924K
|
6.12K
$1.66M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
BUY
|
- |
1.55KNew |
$188K - $234K
|
1.55K
$420K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.5KNew |
$182K - $227K
|
1.5K
$406K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
50+ 2.93% |
$6.06K - $7.55K
|
1.76K
$475K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.43KNew |
$173K - $216K
|
1.43K
$387K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.63KClosed |
$440K - $549K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.59KNew |
$192K - $240K
|
1.59K
$430K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.37K- 14.07% |
$166K - $207K
|
8.38K
$2.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-200- 10.0% |
$24.2K - $30.2K
|
1.8K
$488K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-188- 9.71% |
$22.8K - $28.4K
|
1.75K
$473K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
408New |
$49.4K - $61.6K
|
408
$111K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-8- 1.67% |
$969 - $1.21K
|
470
$127K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
805+ 1.0% |
$97.5K - $122K
|
81.7K
$22.1M
|
|
| Q4 2022 | |||||||
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25New |
$2.91K - $3.4K
|
25
$6.77K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
29.7KNew |
$3.47M - $4.05M
|
29.7K
$8.05M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-5.36K- 15.26% |
$624K - $729K
|
29.7K
$8.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-765- 14.2% |
$89.2K - $104K
|
4.62K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.28K- 1.42% |
$149K - $174K
|
88.3K
$23.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12.8K+ 18.37% |
$1.49M - $1.74M
|
82.4K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10.4K- 9.98% |
$1.22M - $1.42M
|
94K
$25.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
CALL |
200New |
$23.3K - $27.2K
|
200
$54.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
93.6KNew |
$10.9M - $12.7M
|
93.6K
$25.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ctf Capital Management, LP
Old Greenwich, CT |
BUY
|
- |
119KNew |
$13.9M - $16.2M
|
119K
$32.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
SELL
|
CALL |
-50K- 50.0% |
$5.83M - $6.81M
|
50K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16New |
$1.86K - $2.18K
|
16
$4.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
4KNew |
$466K - $545K
|
4K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-8- 6.67% |
$932 - $1.09K
|
112
$30.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
24.3KNew |
$2.83M - $3.31M
|
24.3K
$6.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
71New |
$8.28K - $9.67K
|
71
$19.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-217- 2.0% |
$25.3K - $29.5K
|
10.7K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8New |
$932 - $1.09K
|
8
$2.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-73- 2.31% |
$8.51K - $9.94K
|
3.09K
$838K
|
|