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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-274Closed |
$36K - $40.5K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-195Closed |
$25.6K - $28.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
22.7KNew |
$2.98M - $3.36M
|
22.7K
$5.31M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
CALL |
500New |
$65.7K - $73.9K
|
500
$117K
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-25Closed |
$3.28K - $3.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-161Closed |
$21.1K - $23.8K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Carlson Capital Management
|
SELL
|
- |
-1.87KClosed |
$245K - $276K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
15New |
$1.89K - $2.08K
|
15
$3.5K
|
|
|
Jul 16, 2021
Q1 2021
|
Soviero Asset Management, LP
New York, NY |
SELL
|
PUT |
-100KClosed |
$12.6M - $13.9M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Selkirk Management LLC
Chatham, NJ |
SELL
|
PUT |
-100KClosed |
$12.6M - $13.9M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Davide Leone & Partners Investment CO Ltd.
London, X0 |
SELL
|
CALL |
-1.35MClosed |
$170M - $187M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
PUT |
-10KClosed |
$1.26M - $1.39M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Aristeia Capital LLC
Greenwich, CT |
SELL
|
PUT |
-59.9KClosed |
$7.54M - $8.3M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.74KClosed |
$219K - $241K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
CALL |
-800- 4.47% |
$101K - $111K
|
17.1K
$3.99M
|
|
|
May 14, 2021
Q1 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-5.8KClosed |
$730K - $804K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2.3K- 20.9% |
$289K - $319K
|
8.7K
$2.03M
|
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$126 - $139
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-34.5KClosed |
$4.34M - $4.78M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$134K - $147K
|
1.06K
$248K
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-699Closed |
$88K - $96.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-790Closed |
$99.4K - $109K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-8.66KClosed |
$1.09M - $1.2M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.98KClosed |
$249K - $274K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Horrell Capital Management, Inc.
|
BUY
|
- |
624+ 114.5% |
$78.5K - $86.5K
|
1.17K
$273K
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-427Closed |
$53.7K - $59.2K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-33.1KClosed |
$4.16M - $4.58M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-722Closed |
$90.8K - $100K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-318Closed |
$40K - $44.1K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.92KClosed |
$241K - $266K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Nippon Life Insurance CO
|
SELL
|
- |
-1.6MClosed |
$202M - $222M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-2.23KClosed |
$280K - $309K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-21.6KClosed |
$2.72M - $2.99M
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Parthenon LLC
|
SELL
|
- |
-2.52K- 55.71% |
$317K - $349K
|
2K
$467K
|
|
|
Apr 22, 2021
Q1 2021
|
Baskin Financial Services Inc.
|
SELL
|
- |
-3KClosed |
$377K - $415K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-500- 59.38% |
$62.9K - $69.3K
|
342
$79.9K
|
|
|
Apr 19, 2021
Q1 2021
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-7.92KClosed |
$997K - $1.1M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Hms Capital Management, LLC
|
SELL
|
PUT |
-2.2KClosed |
$277K - $305K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-18.6KClosed |
$2.33M - $2.57M
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-61.6KClosed |
$7.75M - $8.54M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jun 06, 2022
Q4 2020
|
Saudi Central Bank
Riyadh, T0 |
SELL
|
- |
-919KClosed |
$102M - $120M
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-125Closed |
$13.9K - $16.3K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
22.1KNew |
$2.45M - $2.88M
|
22.1K
$5.16M
|
|
|
Feb 16, 2021
Q4 2020
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.7KNew |
$188K - $222K
|
1.7K
$397K
|
|
|
Feb 16, 2021
Q4 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-5KClosed |
$554K - $653K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-3.36KClosed |
$372K - $438K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
PUT |
-130KClosed |
$14.4M - $17M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
23.8KNew |
$2.63M - $3.1M
|
23.8K
$5.55M
|
|
|
Feb 11, 2021
Q4 2020
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
458New |
$50.8K - $59.8K
|
458
$107K
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-300Closed |
$33.3K - $39.2K
|
0
$0
|
|