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 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-210- 2.18% |
$24.5K - $28.6K
|
9.44K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
39.5KNew |
$4.6M - $5.38M
|
39.5K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
9.06KNew |
$1.06M - $1.23M
|
9.06K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.78KNew |
$207K - $242K
|
1.78K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-103K- 67.72% |
$12M - $14M
|
48.9K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-586- 21.74% |
$68.3K - $79.8K
|
2.11K
$572K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-50- 5.25% |
$5.83K - $6.81K
|
902
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-51- 0.18% |
$5.94K - $6.94K
|
28.7K
$7.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
50.5KNew |
$5.89M - $6.88M
|
50.5K
$13.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.79KNew |
$208K - $243K
|
1.79K
$484K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
5.48KNew |
$639K - $746K
|
5.48K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
469New |
$54.7K - $63.9K
|
469
$127K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-83- 3.25% |
$9.67K - $11.3K
|
2.47K
$670K
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.15MNew |
$134M - $157M
|
1.15M
$312M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
133+ 5.09% |
$15.5K - $18.1K
|
2.75K
$744K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
CALL |
100New |
$11.7K - $13.6K
|
100
$27.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-199- 8.63% |
$23.2K - $27.1K
|
2.11K
$571K
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-78.5K- 61.73% |
$9.15M - $10.7M
|
48.7K
$13.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.21KNew |
$490K - $573K
|
4.21K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.1KNew |
$594K - $694K
|
5.1K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.36KNew |
$508K - $594K
|
4.36K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-237- 8.82% |
$27.6K - $32.3K
|
2.45K
$664K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.7KNew |
$198K - $231K
|
1.7K
$459K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
700New |
$81.6K - $95.3K
|
700
$190K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
PUT |
100New |
$11.7K - $13.6K
|
100
$27.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
272New |
$31.7K - $37K
|
272
$73.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-12.4K- 43.57% |
$1.44M - $1.69M
|
16K
$4.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.73KNew |
$202K - $236K
|
1.73K
$469K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
402New |
$46.9K - $54.7K
|
402
$109K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
20.1K+ 559.11% |
$2.35M - $2.74M
|
23.7K
$6.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-560- 4.39% |
$65.3K - $76.2K
|
12.2K
$3.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.75KNew |
$204K - $238K
|
1.75K
$474K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.69KNew |
$314K - $366K
|
2.69K
$729K
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.54KNew |
$413K - $482K
|
3.54K
$960K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.33KNew |
$155K - $181K
|
1.33K
$360K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
1.79KNew |
$208K - $243K
|
1.79K
$484K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-50- 1.9% |
$5.83K - $6.81K
|
2.58K
$699K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-946- 3.24% |
$110K - $129K
|
28.3K
$7.66M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
40KNew |
$4.66M - $5.45M
|
40K
$10.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
1.55MNew |
$180M - $211M
|
1.55M
$419M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
18.7KNew |
$2.18M - $2.55M
|
18.7K
$5.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
131New |
$15.3K - $17.8K
|
131
$35.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-1.46K- 2.34% |
$171K - $199K
|
61.2K
$16.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.17K+ 31.86% |
$136K - $159K
|
4.82K
$1.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-11.8K- 34.1% |
$1.38M - $1.61M
|
22.8K
$6.18M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
1.73KNew |
$201K - $235K
|
1.73K
$467K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-20- 0.19% |
$2.38K - $3.03K
|
10.8K
$2.91M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-7.56K- 75.22% |
$898K - $1.15M
|
2.49K
$674K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.01K+ 4.45% |
$120K - $154K
|
23.8K
$6.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-9.38K- 68.04% |
$1.11M - $1.42M
|
4.41K
$1.19M
|
|