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 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
27+ 1.57% |
$3.33K - $4.36K
|
1.75K
$473K
|
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-6.7KClosed |
$827K - $1.08M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
6+ 0.31% |
$741 - $969
|
1.94K
$526K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-135- 8.73% |
$16.7K - $21.8K
|
1.41K
$382K
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.35K- 29.88% |
$290K - $379K
|
5.51K
$1.49M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.29K- 28.15% |
$160K - $209K
|
3.3K
$893K
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-970- 23.42% |
$120K - $157K
|
3.17K
$859K
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
SELL
|
- |
-1.32KClosed |
$163K - $213K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
1.82KNew |
$224K - $293K
|
1.82K
$492K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-75Closed |
$9.26K - $12.1K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.33KClosed |
$164K - $214K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-16.8KClosed |
$2.07M - $2.71M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
3.37KNew |
$416K - $544K
|
3.37K
$913K
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-1.51KClosed |
$187K - $244K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
337+ 4.43% |
$47.6K - $59.2K
|
7.95K
$2.15M
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.27KClosed |
$462K - $573K
|
0
$0
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.24K- 95.03% |
$176K - $218K
|
65
$17.6K
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
98.4K+ 49.37% |
$13.9M - $17.3M
|
298K
$80.6M
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-10.3KClosed |
$1.45M - $1.8M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
PUT |
-40.8K- 50.25% |
$5.77M - $7.16M
|
40.4K
$10.9M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
35New |
$4.95K - $6.14K
|
35
$9.48K
|
|
|
May 16, 2022
Q1 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.18KClosed |
$167K - $208K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
4.51KNew |
$638K - $792K
|
4.51K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-538Closed |
$76.1K - $94.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-31.8KClosed |
$4.49M - $5.58M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Nwi Management LP
New York, NY |
SELL
|
- |
-5K- 33.33% |
$707K - $878K
|
10K
$2.71M
|
|
|
May 13, 2022
Q1 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
8K+ 131.64% |
$1.13M - $1.4M
|
14.1K
$3.81M
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.7KClosed |
$240K - $298K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-3.81KClosed |
$539K - $669K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
CALL |
-14.3KClosed |
$2.02M - $2.51M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
78.4K+ 1960.0% |
$11.1M - $13.8M
|
82.4K
$22.3M
|
|
|
May 13, 2022
Q1 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.23KClosed |
$174K - $216K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
7.15KNew |
$1.01M - $1.26M
|
7.15K
$1.94M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.14KClosed |
$302K - $375K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-1.65KClosed |
$233K - $290K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-6.77KClosed |
$957K - $1.19M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-16.9KClosed |
$2.39M - $2.97M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-13.4KClosed |
$1.9M - $2.35M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
77New |
$10.9K - $13.5K
|
77
$20.9K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
155KNew |
$21.9M - $27.2M
|
155K
$41.9M
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1- 11.11% |
$141 - $176
|
8
$2.17K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-629Closed |
$88.9K - $110K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Westwood Wealth Management
|
SELL
|
- |
-224Closed |
$31.7K - $39.3K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 41.9% |
$255K - $316K
|
2.5K
$677K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300Closed |
$42.4K - $52.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.26KClosed |
$178K - $221K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-81- 0.84% |
$11.5K - $14.2K
|
9.51K
$2.58M
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.62KClosed |
$229K - $285K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-150Closed |
$21.2K - $26.3K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-567Closed |
$80.2K - $99.5K
|
0
$0
|
|