Latest Institutional Purchases of Technology Sector Spdr (XLK)
This list provides information on the latest institutional transactions involving Technology Sector Spdr (XLK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
681+ 18.88% |
$134K - $162K
|
4.29K
$991K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
675+ 8.14% |
$133K - $160K
|
8.97K
$2.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
671+ 1.42% |
$132K - $159K
|
47.9K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
670+ 6.49% |
$132K - $159K
|
11K
$2.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
669+ 13.22% |
$132K - $159K
|
5.73K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
665+ 9.67% |
$131K - $158K
|
7.54K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
663+ 2.25% |
$131K - $158K
|
30.1K
$6.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
649+ 3.59% |
$128K - $154K
|
18.7K
$4.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
642New |
$127K - $153K
|
642
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
639+ 11.77% |
$126K - $152K
|
6.07K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
632+ 24.31% |
$125K - $150K
|
3.23K
$747K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
620+ 2.09% |
$122K - $147K
|
30.2K
$6.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
620+ 26.44% |
$122K - $147K
|
2.97K
$685K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
618+ 3.51% |
$122K - $147K
|
18.2K
$4.21M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
610+ 8.71% |
$120K - $145K
|
7.61K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
605+ 16.58% |
$119K - $144K
|
4.26K
$983K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
579+ 3.32% |
$114K - $138K
|
18K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
578+ 28.7% |
$114K - $137K
|
2.59K
$599K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
573+ 0.98% |
$113K - $136K
|
59.1K
$13.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
572+ 2.94% |
$113K - $136K
|
20K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
569+ 42.12% |
$112K - $135K
|
1.92K
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
569+ 1.83% |
$112K - $135K
|
31.7K
$7.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
568+ 12.74% |
$112K - $135K
|
5.03K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
558+ 15.63% |
$110K - $133K
|
4.13K
$954K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
555+ 0.47% |
$110K - $132K
|
119K
$27.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
550+ 14.19% |
$109K - $131K
|
4.43K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
545+ 2.01% |
$108K - $130K
|
27.6K
$6.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
541+ 13.26% |
$107K - $129K
|
4.62K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
531+ 7.15% |
$105K - $126K
|
7.96K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
525+ 8.43% |
$104K - $125K
|
6.76K
$1.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
518+ 6.16% |
$102K - $123K
|
8.93K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
513+ 1.17% |
$101K - $122K
|
44.4K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
501+ 1.58% |
$98.9K - $119K
|
32.1K
$7.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
500+ 6.33% |
$98.7K - $119K
|
8.4K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
500+ 55.56% |
$98.7K - $119K
|
1.4K
$324K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
500+ 14.84% |
$98.7K - $119K
|
3.87K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
497+ 7.53% |
$98.1K - $118K
|
7.1K
$1.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
496+ 9.22% |
$97.9K - $118K
|
5.88K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
493+ 3.21% |
$97.3K - $117K
|
15.9K
$3.67M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
491+ 1.9% |
$96.9K - $117K
|
26.4K
$6.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
487+ 1.18% |
$96.1K - $116K
|
41.9K
$9.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
477+ 53.18% |
$94.1K - $113K
|
1.37K
$318K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
474+ 2.5% |
$93.5K - $113K
|
19.4K
$4.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
472+ 0.93% |
$93.1K - $112K
|
51.2K
$11.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
461+ 4.79% |
$91K - $110K
|
10.1K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
460+ 2.07% |
$90.8K - $109K
|
22.7K
$5.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
460+ 3.65% |
$90.8K - $109K
|
13.1K
$3.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
459+ 2.35% |
$90.6K - $109K
|
20K
$4.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
456+ 12.59% |
$90K - $108K
|
4.08K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
456+ 4.78% |
$90K - $108K
|
10K
$2.31M
|