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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
11.5K+ 2.45% |
$2.26M - $2.73M
|
480K
$112M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.59K+ 139.62% |
$1.1M - $1.33M
|
9.6K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.88K+ 15.45% |
$1.55M - $1.87M
|
58.9K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.92K- 6.9% |
$774K - $932K
|
52.9K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-791- 37.99% |
$156K - $188K
|
1.29K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.26K- 9.19% |
$248K - $299K
|
12.4K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-873- 6.66% |
$172K - $207K
|
12.2K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
19K+ 179.34% |
$3.76M - $4.53M
|
29.7K
$6.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
6.92K+ 29.2% |
$1.37M - $1.65M
|
30.6K
$7.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
145+ 1.45% |
$28.6K - $34.5K
|
10.2K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-426- 3.37% |
$84.1K - $101K
|
12.2K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.12K+ 41.87% |
$419K - $505K
|
7.19K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2.35K+ 13.87% |
$464K - $559K
|
19.3K
$4.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
441+ 21.66% |
$87K - $105K
|
2.48K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-30K- 41.51% |
$5.91M - $7.12M
|
42.2K
$9.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-89- 7.58% |
$17.6K - $21.2K
|
1.09K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-131K- 27.79% |
$25.8M - $31.1M
|
340K
$79.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
2.3K+ 3.3% |
$454K - $547K
|
72K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
541+ 13.26% |
$107K - $129K
|
4.62K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
294+ 2.74% |
$58K - $69.9K
|
11K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
266+ 10.08% |
$52.5K - $63.2K
|
2.91K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-269- 0.34% |
$53.1K - $63.9K
|
79.4K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
42.3KNew |
$8.36M - $10.1M
|
42.3K
$9.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-44- 0.39% |
$8.68K - $10.5K
|
11.4K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.14K- 5.26% |
$225K - $271K
|
20.5K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-81- 2.89% |
$16K - $19.3K
|
2.72K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-66.8K- 3.29% |
$13.2M - $15.9M
|
1.96M
$459M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-318- 7.35% |
$62.8K - $75.6K
|
4.01K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.05KNew |
$405K - $488K
|
2.05K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
214+ 21.04% |
$42.2K - $50.9K
|
1.23K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
921New |
$182K - $219K
|
921
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-8- 0.55% |
$1.58K - $1.9K
|
1.46K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.76K+ 9.8% |
$544K - $656K
|
30.9K
$7.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.45K+ 3.29% |
$286K - $345K
|
45.6K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-95- 2.18% |
$18.7K - $22.6K
|
4.26K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
105+ 1.85% |
$20.7K - $25K
|
5.77K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.48K+ 6.08% |
$1.28M - $1.54M
|
113K
$26.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.63K- 10.48% |
$1.51M - $1.81M
|
65.2K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-529- 1.07% |
$104K - $126K
|
49K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$203K - $245K
|
1.03K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
705+ 78.77% |
$139K - $168K
|
1.6K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
429+ 0.91% |
$84.7K - $102K
|
47.5K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.6K+ 46.4% |
$2.3M - $2.77M
|
36.7K
$8.58M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.64K+ 10.13% |
$915K - $1.1M
|
50.4K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
829+ 4.1% |
$164K - $197K
|
21K
$4.92M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-20- 0.35% |
$3.95K - $4.75K
|
5.67K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.37K+ 40.1% |
$1.06M - $1.28M
|
18.8K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
100+ 0.25% |
$19.7K - $23.8K
|
40.6K
$9.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.23K+ 73.4% |
$242K - $291K
|
2.89K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
165+ 3.65% |
$32.6K - $39.2K
|
4.68K
$1.09M
|