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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.06KNew |
$204K - $245K
|
1.06K
$244K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.04KNew |
$201K - $241K
|
1.04K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.03KNew |
$199K - $239K
|
1.03K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.03KNew |
$198K - $238K
|
1.03K
$238K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.02KNew |
$196K - $236K
|
1.02K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.02K+ 6.11% |
$196K - $235K
|
17.7K
$4.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
956New |
$184K - $221K
|
956
$221K
|
|
|
Jul 24, 2024
Q2 2024
|
Trustees Of Dartmouth College
Hanover, NH |
BUY
|
- |
955New |
$184K - $221K
|
955
$221K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
950New |
$183K - $220K
|
950
$219K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
945New |
$182K - $219K
|
945
$218K
|
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
927New |
$178K - $215K
|
927
$214K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
925New |
$178K - $214K
|
925
$214K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
915New |
$176K - $212K
|
915
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
909New |
$175K - $210K
|
909
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
906New |
$174K - $210K
|
906
$209K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
900New |
$173K - $208K
|
900
$208K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
897New |
$173K - $208K
|
897
$207K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
844+ 1.59% |
$162K - $195K
|
53.9K
$12.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
678+ 67.46% |
$131K - $157K
|
1.68K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
647+ 66.09% |
$125K - $150K
|
1.63K
$376K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
623+ 93.12% |
$120K - $144K
|
1.29K
$298K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
581+ 5.66% |
$112K - $134K
|
10.8K
$2.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
485+ 3.46% |
$93.4K - $112K
|
14.5K
$3.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
480New |
$92.4K - $111K
|
480
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
455+ 6.89% |
$87.6K - $105K
|
7.06K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
448+ 3.26% |
$86.3K - $104K
|
14.2K
$3.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
414+ 3763.64% |
$79.7K - $95.8K
|
425
$98.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
400+ 20.94% |
$77K - $92.6K
|
2.31K
$534K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
400+ 19.46% |
$77K - $92.6K
|
2.46K
$567K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
385+ 4.74% |
$74.1K - $89.1K
|
8.5K
$1.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
358+ 25.57% |
$68.9K - $82.8K
|
1.76K
$406K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
320+ 28.17% |
$61.6K - $74.1K
|
1.46K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
318+ 2.65% |
$61.2K - $73.6K
|
12.3K
$2.84M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
315+ 5.24% |
$60.6K - $72.9K
|
6.33K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
310New |
$59.7K - $71.7K
|
310
$71.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
283New |
$54.5K - $65.5K
|
283
$65.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
250+ 64.94% |
$48.1K - $57.9K
|
635
$147K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
242New |
$46.6K - $56K
|
242
$55.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
230+ 14.94% |
$44.3K - $53.2K
|
1.77K
$409K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
221+ 6.24% |
$42.5K - $51.1K
|
3.77K
$870K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
201New |
$38.7K - $46.5K
|
201
$46.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
200New |
$38.5K - $46.3K
|
200
$46.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
195+ 10.62% |
$37.5K - $45.1K
|
2.03K
$469K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
193+ 1.82% |
$37.2K - $44.7K
|
10.8K
$2.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
177+ 44.03% |
$34.1K - $41K
|
579
$134K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
159New |
$30.6K - $36.8K
|
159
$36.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
152+ 15.2% |
$29.3K - $35.2K
|
1.15K
$266K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
147+ 12.45% |
$28.3K - $34K
|
1.33K
$307K
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
136+ 0.66% |
$26.2K - $31.5K
|
20.6K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
115+ 5.62% |
$22.1K - $26.6K
|
2.16K
$499K
|