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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
351+ 2.48% |
$69.3K - $83.4K
|
14.5K
$3.47M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
350+ 3.25% |
$69.1K - $83.2K
|
11.1K
$2.66M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
349+ 3.13% |
$68.9K - $83K
|
11.5K
$2.75M
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
343New |
$67.7K - $81.5K
|
343
$82K
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
342+ 4.59% |
$67.5K - $81.3K
|
7.8K
$1.86M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
342+ 9.71% |
$67.5K - $81.3K
|
3.86K
$923K
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
338+ 4.18% |
$66.7K - $80.3K
|
8.43K
$2.02M
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
317+ 0.85% |
$62.6K - $75.3K
|
37.4K
$8.94M
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
316+ 1.81% |
$62.4K - $75.1K
|
17.7K
$4.24M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
315+ 6.38% |
$62.2K - $74.9K
|
5.25K
$1.26M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
312+ 8.97% |
$61.6K - $74.2K
|
3.79K
$906K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
311+ 12.16% |
$61.4K - $73.9K
|
2.87K
$686K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
309+ 15.37% |
$61K - $73.4K
|
2.32K
$555K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
306+ 10.92% |
$60.4K - $72.7K
|
3.11K
$743K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
305New |
$60.2K - $72.5K
|
305
$72.9K
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
303+ 10.93% |
$59.8K - $72K
|
3.07K
$735K
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
301New |
$59.4K - $71.5K
|
301
$72K
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
294+ 2.74% |
$58K - $69.9K
|
11K
$2.63M
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
289+ 13.59% |
$57K - $68.7K
|
2.42K
$578K
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
289+ 10.0% |
$57K - $68.7K
|
3.18K
$760K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
288+ 16.77% |
$56.8K - $68.5K
|
2.01K
$479K
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
287+ 0.82% |
$56.6K - $68.2K
|
35.1K
$8.4M
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
285+ 5.13% |
$56.2K - $67.7K
|
5.84K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
283+ 1.16% |
$55.8K - $67.3K
|
24.8K
$5.92M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
283+ 18.92% |
$55.8K - $67.3K
|
1.78K
$425K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
275+ 21.02% |
$54.3K - $65.4K
|
1.58K
$378K
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
274+ 0.19% |
$54.1K - $65.1K
|
144K
$34.5M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
274+ 0.91% |
$54.1K - $65.1K
|
30.5K
$7.28M
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
272+ 0.83% |
$53.7K - $64.6K
|
33.2K
$7.94M
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
270+ 15.41% |
$53.3K - $64.2K
|
2.02K
$483K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
269+ 13.2% |
$53.1K - $63.9K
|
2.31K
$551K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
268New |
$52.9K - $63.7K
|
268
$64.1K
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
266+ 10.08% |
$52.5K - $63.2K
|
2.91K
$694K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
266New |
$52.5K - $63.2K
|
266
$63.6K
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
260+ 3.58% |
$51.3K - $61.8K
|
7.53K
$1.8M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
257+ 1.56% |
$50.7K - $61.1K
|
16.7K
$4M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
256+ 4.68% |
$50.5K - $60.8K
|
5.73K
$1.37M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
254+ 3.03% |
$50.1K - $60.4K
|
8.64K
$2.06M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
253+ 22.85% |
$49.9K - $60.1K
|
1.36K
$325K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
253+ 15.81% |
$49.9K - $60.1K
|
1.85K
$443K
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
251+ 18.89% |
$49.5K - $59.7K
|
1.58K
$378K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
251+ 0.91% |
$49.5K - $59.7K
|
27.7K
$6.63M
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
250+ 2.5% |
$49.3K - $59.4K
|
10.3K
$2.45M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
248+ 2.77% |
$48.9K - $58.9K
|
9.2K
$2.2M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
246+ 2.4% |
$48.5K - $58.5K
|
10.5K
$2.51M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
246+ 1.89% |
$48.5K - $58.5K
|
13.2K
$3.17M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
245+ 1.65% |
$48.3K - $58.2K
|
15.1K
$3.61M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
244+ 221.82% |
$48.2K - $58K
|
354
$84.6K
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
242+ 10.16% |
$47.8K - $57.5K
|
2.63K
$628K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
240+ 2.47% |
$47.4K - $57K
|
9.97K
$2.38M
|