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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
250+ 64.94% |
$48.1K - $57.9K
|
635
$149K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
242New |
$46.6K - $56K
|
242
$56.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
201New |
$38.7K - $46.5K
|
201
$47.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
200New |
$38.5K - $46.3K
|
200
$46.8K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
193+ 1.82% |
$37.2K - $44.7K
|
10.8K
$2.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
177+ 44.03% |
$34.1K - $41K
|
579
$136K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
159New |
$30.6K - $36.8K
|
159
$37.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
147+ 12.45% |
$28.3K - $34K
|
1.33K
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$19.3K - $23.1K
|
100
$23.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
100New |
$19.3K - $23.1K
|
100
$23.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
96+ 7.33% |
$18.5K - $22.2K
|
1.41K
$329K
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
78+ 3.44% |
$15K - $18K
|
2.35K
$549K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
51+ 0.96% |
$9.82K - $11.8K
|
5.35K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
42+ 0.18% |
$8.09K - $9.72K
|
23.1K
$5.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
40+ 2.54% |
$7.7K - $9.26K
|
1.62K
$379K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
25New |
$4.81K - $5.79K
|
25
$5.85K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
24New |
$4.62K - $5.55K
|
24
$5.62K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 1.56% |
$3.85K - $4.63K
|
1.31K
$306K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
14New |
$2.7K - $3.24K
|
14
$3.28K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8New |
$1.54K - $1.85K
|
8
$1.87K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3+ 0.15% |
$578 - $694
|
2.06K
$483K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
2+ 0.2% |
$385 - $463
|
1.02K
$239K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.2% |
$385 - $463
|
987
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.06% |
$193 - $231
|
1.67K
$391K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
1.45M+ 2908.4% |
$268M - $307M
|
1.5M
$352M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
89.5K+ 50.46% |
$16.5M - $18.9M
|
267K
$62.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
87.5KNew |
$16.1M - $18.5M
|
87.5K
$20.5M
|
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
68.5KNew |
$12.6M - $14.4M
|
68.5K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.8K+ 50.14% |
$10.3M - $11.8M
|
167K
$39.1M
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
39.4KNew |
$7.26M - $8.32M
|
39.4K
$9.24M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
32.5KNew |
$5.98M - $6.86M
|
32.5K
$7.61M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
17.8KNew |
$3.28M - $3.76M
|
17.8K
$4.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
13.9KNew |
$2.56M - $2.93M
|
13.9K
$3.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
12.1KNew |
$2.23M - $2.55M
|
12.1K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.56K+ 2.14% |
$1.76M - $2.02M
|
456K
$107M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.22K+ 217.01% |
$1.51M - $1.73M
|
12K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.68KNew |
$1.23M - $1.41M
|
6.68K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.63K+ 0.85% |
$1.22M - $1.4M
|
787K
$184M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.79K+ 504.09% |
$1.07M - $1.22M
|
6.94K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
5.15KNew |
$948K - $1.09M
|
5.15K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
4.31KNew |
$794K - $910K
|
4.31K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
PUT |
4KNew |
$736K - $844K
|
4K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.72KNew |
$685K - $785K
|
3.72K
$871K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.47KNew |
$639K - $732K
|
3.47K
$813K
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.07KNew |
$565K - $647K
|
3.07K
$718K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
2.45K+ 107.04% |
$451K - $517K
|
4.74K
$1.11M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.27KNew |
$419K - $480K
|
2.27K
$532K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.02KNew |
$372K - $426K
|
2.02K
$473K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.02KNew |
$372K - $426K
|
2.02K
$473K
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
1.9KNew |
$350K - $401K
|
1.9K
$445K
|
|