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 08, 2021
Q4 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.72KClosed |
$191K - $225K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.63KNew |
$180K - $212K
|
1.63K
$380K
|
|
|
Feb 05, 2021
Q4 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-52- 2.85% |
$5.76K - $6.79K
|
1.77K
$414K
|
|
|
Feb 03, 2021
Q4 2020
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-113KClosed |
$12.5M - $14.7M
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.81KClosed |
$644K - $758K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Regent Investment Management LLC
|
BUY
|
- |
50+ 1.59% |
$5.54K - $6.53K
|
3.19K
$745K
|
|
|
Jan 25, 2021
Q4 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-33.2KClosed |
$3.68M - $4.33M
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-683Closed |
$75.7K - $89.1K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100New |
$11.1K - $13.1K
|
100
$23.4K
|
|
|
Jan 19, 2021
Q4 2020
|
Stack Financial Management, Inc
|
SELL
|
- |
-2.42KClosed |
$269K - $316K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-1.71K- 48.58% |
$190K - $223K
|
1.81K
$423K
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
46.6KNew |
$5.16M - $6.08M
|
46.6K
$10.9M
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-37.7KClosed |
$4.18M - $4.93M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Jackson Square Capital, LLC
|
BUY
|
PUT |
1.4KNew |
$147K - $178K
|
1.4K
$327K
|
|
|
Nov 16, 2020
Q3 2020
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-600- 7.5% |
$62.8K - $76.2K
|
7.4K
$1.73M
|
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
BUY
|
PUT |
900New |
$94.2K - $114K
|
900
$210K
|
|
|
Nov 16, 2020
Q3 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.54KClosed |
$265K - $322K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.63KClosed |
$380K - $461K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-826- 4.23% |
$86.4K - $105K
|
18.7K
$4.37M
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
PUT |
4.6KNew |
$481K - $584K
|
4.6K
$1.07M
|
|
|
Nov 13, 2020
Q3 2020
|
Scoggin Management LP
New York, NY |
SELL
|
- |
-37KClosed |
$3.87M - $4.7M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-2.03KClosed |
$212K - $257K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Broadmark Asset Management LLC
|
SELL
|
- |
-183KClosed |
$19.2M - $23.3M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
30KNew |
$3.14M - $3.81M
|
30K
$7.01M
|
|
|
Nov 12, 2020
Q3 2020
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
PUT |
-50KClosed |
$5.23M - $6.35M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-100- 13.89% |
$10.5K - $12.7K
|
620
$145K
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-916Closed |
$95.9K - $116K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-8.06KClosed |
$844K - $1.02M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-114KClosed |
$11.9M - $14.4M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-82Closed |
$8.58K - $10.4K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-209KClosed |
$21.8M - $26.5M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-900Closed |
$94.2K - $114K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Old Second National Bank Of Aurora
|
BUY
|
- |
400New |
$41.9K - $50.8K
|
400
$93.4K
|
|
|
Oct 27, 2020
Q3 2020
|
Forward Management, LLC
|
SELL
|
- |
-250KClosed |
$26.1M - $31.7M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-30.9KClosed |
$3.23M - $3.92M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.06KNew |
$215K - $261K
|
2.06K
$480K
|
|
|
Oct 16, 2020
Q3 2020
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.95KClosed |
$309K - $375K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.22K- 40.57% |
$127K - $155K
|
1.78K
$417K
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-178Closed |
$18.6K - $22.6K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-32.7K- 53.21% |
$2.5M - $3.42M
|
28.7K
$6.72M
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-500Closed |
$38.3K - $52.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-3.09KClosed |
$236K - $323K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
89KNew |
$6.81M - $9.32M
|
89K
$20.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-12.6KClosed |
$962K - $1.31M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-138Closed |
$10.6K - $14.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
71KNew |
$5.43M - $7.43M
|
71K
$16.6M
|
|
|
Aug 14, 2020
Q2 2020
|
Select Equity Group, L.P.
New York, NY |
SELL
|
PUT |
-1.3MClosed |
$99.3M - $136M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Ratan Capital Management LP
Miami Beach, FL |
SELL
|
- |
-269KClosed |
$20.6M - $28.1M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-7.5KClosed |
$574K - $785K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$7.65K - $10.5K
|
0
$0
|
|