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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
10.3KNew |
$1.22M - $1.56M
|
10.3K
$2.79M
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-47- 0.46% |
$5.58K - $7.12K
|
10.1K
$2.73M
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
54+ 0.35% |
$6.41K - $8.18K
|
15.4K
$4.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.96KNew |
$232K - $296K
|
1.96K
$530K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
4.69K+ 225.13% |
$558K - $711K
|
6.78K
$1.84M
|
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
BUY
|
- |
1.88KNew |
$223K - $284K
|
1.88K
$508K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-106- 9.52% |
$12.6K - $16.1K
|
1.01K
$273K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-715- 2.57% |
$84.9K - $108K
|
27.2K
$7.35M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
851New |
$101K - $129K
|
851
$231K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
77+ 0.73% |
$9.15K - $11.7K
|
10.6K
$2.86M
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
25.5KNew |
$3.03M - $3.87M
|
25.5K
$6.92M
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-112- 3.6% |
$13.3K - $17K
|
3K
$812K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-370- 17.31% |
$43.9K - $56.1K
|
1.77K
$479K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.43KClosed |
$177K - $231K
|
0
$0
|
|
|
May 15, 2023
Q2 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-417K- 55.94% |
$51.5M - $67.3M
|
328K
$88.9M
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-4.76K- 72.45% |
$587K - $768K
|
1.81K
$490K
|
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-611Closed |
$75.5K - $98.7K
|
0
$0
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
31.2KNew |
$3.85M - $5.04M
|
31.2K
$8.45M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
500+ 14.35% |
$61.7K - $80.7K
|
3.99K
$1.08M
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
359New |
$44.3K - $58K
|
359
$97.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-3.71KClosed |
$459K - $600K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
PUT |
-5KClosed |
$617K - $807K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-27- 4.68% |
$3.33K - $4.36K
|
550
$149K
|
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
100+ 2.6% |
$12.3K - $16.1K
|
3.95K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-15K- 47.06% |
$1.85M - $2.42M
|
16.9K
$4.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
PUT |
2.5KNew |
$309K - $404K
|
2.5K
$677K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-7.01KClosed |
$866K - $1.13M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
3.2KNew |
$395K - $517K
|
3.2K
$867K
|
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
71New |
$8.77K - $11.5K
|
71
$19.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
40+ 0.69% |
$4.94K - $6.46K
|
5.82K
$1.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.5KClosed |
$185K - $242K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.2KClosed |
$148K - $193K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-2.34KClosed |
$289K - $378K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-743Closed |
$91.8K - $120K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
CALL |
-9KClosed |
$1.11M - $1.45M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-12.1KClosed |
$1.49M - $1.95M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
218KNew |
$26.9M - $35.2M
|
218K
$59M
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
66.9KNew |
$8.26M - $10.8M
|
66.9K
$18.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
30.1KNew |
$3.71M - $4.85M
|
30.1K
$8.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-2.1K- 1.5% |
$259K - $339K
|
138K
$37.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.39KClosed |
$172K - $225K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.83KNew |
$472K - $618K
|
3.83K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.45KClosed |
$178K - $233K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-843- 20.66% |
$104K - $136K
|
3.24K
$877K
|
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
4.15KNew |
$512K - $670K
|
4.15K
$1.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
PUT |
5KNew |
$617K - $807K
|
5K
$1.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-380- 7.48% |
$46.9K - $61.4K
|
4.7K
$1.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
3.59KNew |
$443K - $580K
|
3.59K
$973K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.85KClosed |
$475K - $621K
|
0
$0
|
|