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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$123 - $161
|
4.78K
$1.29M
|
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.52KClosed |
$187K - $245K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.82KNew |
$595K - $778K
|
4.82K
$1.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-992- 6.31% |
$123K - $160K
|
14.7K
$3.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.57KClosed |
$194K - $254K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-230- 3.66% |
$28.4K - $37.1K
|
6.06K
$1.64M
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
165New |
$20.4K - $26.6K
|
165
$44.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-3.08KClosed |
$380K - $497K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.31KClosed |
$162K - $212K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.82KNew |
$225K - $294K
|
1.82K
$493K
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.67KClosed |
$206K - $270K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-222- 55.92% |
$27.4K - $35.8K
|
175
$47.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-970- 20.06% |
$120K - $157K
|
3.87K
$1.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
50+ 50.0% |
$6.17K - $8.07K
|
150
$40.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.88KClosed |
$233K - $304K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.27KClosed |
$157K - $205K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-662Closed |
$81.8K - $107K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.37K- 57.63% |
$169K - $221K
|
1.01K
$273K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1+ 0.06% |
$123 - $161
|
1.79K
$485K
|
|
|
Aug 02, 2022
Q2 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-5.26KClosed |
$650K - $849K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-10- 1.08% |
$1.23K - $1.61K
|
919
$249K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
216New |
$26.7K - $34.9K
|
216
$58.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Granger Management LLC
|
SELL
|
- |
-1- 0.05% |
$123 - $161
|
1.91K
$518K
|
|
|
Aug 01, 2022
Q2 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.35KClosed |
$167K - $219K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.3KClosed |
$161K - $210K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-1.47KClosed |
$181K - $237K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.02KNew |
$990K - $1.29M
|
8.02K
$2.17M
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
3.5K+ 10.78% |
$432K - $565K
|
35.9K
$9.73M
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-11KClosed |
$1.36M - $1.77M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.5KNew |
$926K - $1.21M
|
7.5K
$2.03M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-741Closed |
$91.5K - $120K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.27KClosed |
$157K - $205K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-1.26KClosed |
$155K - $203K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-1.33KClosed |
$164K - $214K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.31KClosed |
$162K - $212K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-39Closed |
$4.82K - $6.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-177KClosed |
$21.9M - $28.6M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.08K- 16.38% |
$134K - $175K
|
5.53K
$1.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.54KClosed |
$190K - $249K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-55- 0.9% |
$6.79K - $8.88K
|
6.09K
$1.65M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
22+ 0.07% |
$2.72K - $3.55K
|
29.9K
$8.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-3.43K- 93.64% |
$424K - $554K
|
233
$63.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-5Closed |
$617 - $807
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.09KNew |
$134K - $175K
|
1.09K
$294K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
25+ 131.58% |
$3.09K - $4.04K
|
44
$11.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
244New |
$30.1K - $39.4K
|
244
$66.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$207K - $271K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-5.21KClosed |
$643K - $841K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
835+ 191.08% |
$103K - $135K
|
1.27K
$345K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-285Closed |
$35.2K - $46K
|
0
$0
|