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
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
251+ 18.89% |
$49.5K - $59.7K
|
1.58K
$370K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
235+ 18.29% |
$46.4K - $55.9K
|
1.52K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
229New |
$45.2K - $54.4K
|
229
$53.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
225+ 19.84% |
$44.4K - $53.5K
|
1.36K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
216+ 68.57% |
$42.6K - $51.3K
|
531
$124K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
165New |
$32.6K - $39.2K
|
165
$38.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
145+ 3.25% |
$28.6K - $34.5K
|
4.61K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
140+ 13.88% |
$27.6K - $33.3K
|
1.15K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
119+ 2.0% |
$23.5K - $28.3K
|
6.06K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
119+ 9.77% |
$23.5K - $28.3K
|
1.34K
$313K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
101+ 202.0% |
$19.9K - $24K
|
151
$35.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
100+ 7.58% |
$19.7K - $23.8K
|
1.42K
$332K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100+ 2.4% |
$19.7K - $23.8K
|
4.27K
$999K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$19.7K - $23.8K
|
100
$23.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
95+ 5.0% |
$18.7K - $22.6K
|
1.99K
$467K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
82+ 15.83% |
$16.2K - $19.5K
|
600
$140K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
76+ 37.44% |
$15K - $18.1K
|
279
$65.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
70+ 2.83% |
$13.8K - $16.6K
|
2.55K
$596K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
66New |
$13K - $15.7K
|
66
$15.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
60New |
$11.8K - $14.3K
|
60
$14K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
59+ 3.37% |
$11.6K - $14K
|
1.81K
$423K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
50+ 2.67% |
$9.87K - $11.9K
|
1.93K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
44+ 16.06% |
$8.68K - $10.5K
|
318
$74.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
40+ 2.01% |
$7.89K - $9.51K
|
2.04K
$477K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
40+ 5.59% |
$7.89K - $9.51K
|
755
$177K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
36+ 3.36% |
$7.1K - $8.56K
|
1.11K
$259K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36New |
$7.1K - $8.56K
|
36
$8.43K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
31+ 2.28% |
$6.12K - $7.37K
|
1.39K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
30+ 0.89% |
$5.92K - $7.13K
|
3.41K
$797K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.63% |
$5.92K - $7.13K
|
4.83K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
26+ 1.96% |
$5.13K - $6.18K
|
1.35K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
20+ 1.15% |
$3.95K - $4.75K
|
1.76K
$412K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
20New |
$3.95K - $4.75K
|
20
$4.68K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14+ 37.84% |
$2.76K - $3.33K
|
51
$11.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11+ 0.88% |
$2.17K - $2.61K
|
1.26K
$295K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$1.18K - $1.43K
|
6
$1.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4+ 0.27% |
$789 - $951
|
1.48K
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4New |
$789 - $951
|
4
$937
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.12% |
$395 - $475
|
1.71K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$197 - $238
|
2.7K
$632K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
CALL |
250KNew |
$48.1M - $57.9M
|
250K
$58.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
163KNew |
$31.4M - $37.7M
|
163K
$38.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
98KNew |
$18.9M - $22.7M
|
98K
$22.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
95KNew |
$18.3M - $22M
|
95K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
38KNew |
$7.32M - $8.8M
|
38K
$8.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
33.8K+ 2371.75% |
$6.5M - $7.81M
|
35.2K
$8.24M
|
|
|
May 07, 2025
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
33.1K+ 243.82% |
$6.38M - $7.67M
|
46.7K
$10.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Cowen And Company, LLC
|
BUY
|
CALL |
25KNew |
$4.81M - $5.79M
|
25K
$5.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
19.6KNew |
$3.77M - $4.53M
|
19.6K
$4.59M
|
|