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 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
266+ 10.08% |
$52.5K - $63.2K
|
2.91K
$676K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
266New |
$52.5K - $63.2K
|
266
$61.9K
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
260+ 3.58% |
$51.3K - $61.8K
|
7.53K
$1.75M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
256+ 4.68% |
$50.5K - $60.8K
|
5.73K
$1.33M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
253+ 22.85% |
$49.9K - $60.1K
|
1.36K
$317K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
253+ 15.81% |
$49.9K - $60.1K
|
1.85K
$431K
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
251+ 18.89% |
$49.5K - $59.7K
|
1.58K
$368K
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
250+ 2.5% |
$49.3K - $59.4K
|
10.3K
$2.39M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
246+ 2.4% |
$48.5K - $58.5K
|
10.5K
$2.44M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
240+ 2.47% |
$47.4K - $57K
|
9.97K
$2.32M
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
235+ 18.29% |
$46.4K - $55.9K
|
1.52K
$354K
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
230+ 6.11% |
$45.4K - $54.7K
|
3.99K
$930K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
229New |
$45.2K - $54.4K
|
229
$53.3K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
229New |
$45.2K - $54.4K
|
229
$53.3K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
229+ 1.5% |
$45.2K - $54.4K
|
15.5K
$3.62M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
225+ 19.84% |
$44.4K - $53.5K
|
1.36K
$316K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
216+ 68.57% |
$42.6K - $51.3K
|
531
$124K
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
215+ 4.0% |
$42.4K - $51.1K
|
5.59K
$1.3M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
214+ 21.04% |
$42.2K - $50.9K
|
1.23K
$287K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
212+ 5.77% |
$41.8K - $50.4K
|
3.89K
$905K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
201+ 4.13% |
$39.7K - $47.8K
|
5.07K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
200New |
$39.5K - $47.5K
|
200
$46.6K
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
196+ 6.9% |
$38.7K - $46.6K
|
3.04K
$707K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
180+ 6.83% |
$35.5K - $42.8K
|
2.82K
$656K
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
176+ 9.87% |
$34.7K - $41.8K
|
1.96K
$456K
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
172+ 2.8% |
$33.9K - $40.9K
|
6.31K
$1.47M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
165New |
$32.6K - $39.2K
|
165
$38.4K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
164+ 11.44% |
$32.4K - $39K
|
1.6K
$372K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
160+ 3.11% |
$31.6K - $38K
|
5.31K
$1.24M
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
153+ 2.97% |
$30.2K - $36.4K
|
5.31K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
145+ 1.45% |
$28.6K - $34.5K
|
10.2K
$2.36M
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
145+ 3.25% |
$28.6K - $34.5K
|
4.61K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
142+ 8.3% |
$28K - $33.8K
|
1.85K
$431K
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
140+ 13.88% |
$27.6K - $33.3K
|
1.15K
$268K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
135+ 0.99% |
$26.6K - $32.1K
|
13.7K
$3.2M
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
129+ 24.52% |
$25.5K - $30.7K
|
655
$152K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
125+ 0.06% |
$24.7K - $29.7K
|
201K
$46.7M
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
119+ 2.0% |
$23.5K - $28.3K
|
6.06K
$1.41M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
119+ 9.77% |
$23.5K - $28.3K
|
1.34K
$311K
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
115+ 0.36% |
$22.7K - $27.3K
|
31.9K
$7.42M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
113+ 0.11% |
$22.3K - $26.9K
|
104K
$24.2M
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
109+ 8.22% |
$21.5K - $25.9K
|
1.44K
$334K
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
108+ 9.5% |
$21.3K - $25.7K
|
1.25K
$290K
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
107+ 1.57% |
$21.1K - $25.4K
|
6.93K
$1.61M
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
101+ 202.0% |
$19.9K - $24K
|
151
$35.2K
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
100+ 27.55% |
$19.7K - $23.8K
|
463
$108K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
100+ 0.25% |
$19.7K - $23.8K
|
40.6K
$9.45M
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
100+ 7.58% |
$19.7K - $23.8K
|
1.42K
$330K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100+ 2.4% |
$19.7K - $23.8K
|
4.27K
$993K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$19.7K - $23.8K
|
100
$23.3K
|