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 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.66KNew |
$328K - $395K
|
1.66K
$450K
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.34KNew |
$264K - $318K
|
1.34K
$363K
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.21KNew |
$238K - $286K
|
1.21K
$326K
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
1.16KNew |
$229K - $276K
|
1.16K
$314K
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$203K - $245K
|
1.03K
$279K
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.01K+ 1.56% |
$199K - $240K
|
65.8K
$17.8M
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
984+ 14.9% |
$194K - $234K
|
7.59K
$2.06M
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
971New |
$192K - $231K
|
971
$263K
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
964New |
$190K - $229K
|
964
$261K
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
902New |
$178K - $214K
|
902
$244K
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
889New |
$175K - $211K
|
889
$241K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
798+ 33.29% |
$157K - $190K
|
3.2K
$865K
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
736New |
$145K - $175K
|
736
$199K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
665+ 9.67% |
$131K - $158K
|
7.54K
$2.04M
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
663+ 2.25% |
$131K - $158K
|
30.1K
$8.15M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
642New |
$127K - $153K
|
642
$174K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
545+ 2.01% |
$108K - $130K
|
27.6K
$7.48M
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
500+ 14.84% |
$98.7K - $119K
|
3.87K
$1.05M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
419New |
$82.7K - $99.6K
|
419
$113K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
392+ 1.11% |
$77.4K - $93.2K
|
35.8K
$9.69M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
312+ 8.97% |
$61.6K - $74.2K
|
3.79K
$1.03M
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
311+ 12.16% |
$61.4K - $73.9K
|
2.87K
$777K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
305New |
$60.2K - $72.5K
|
305
$82.6K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
256+ 4.68% |
$50.5K - $60.8K
|
5.73K
$1.55M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
253+ 15.81% |
$49.9K - $60.1K
|
1.85K
$502K
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
235+ 18.29% |
$46.4K - $55.9K
|
1.52K
$412K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
216+ 68.57% |
$42.6K - $51.3K
|
531
$144K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
165New |
$32.6K - $39.2K
|
165
$44.7K
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
145+ 3.25% |
$28.6K - $34.5K
|
4.61K
$1.25M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
140+ 13.88% |
$27.6K - $33.3K
|
1.15K
$311K
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
119+ 2.0% |
$23.5K - $28.3K
|
6.06K
$1.64M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
119+ 9.77% |
$23.5K - $28.3K
|
1.34K
$362K
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
100+ 7.58% |
$19.7K - $23.8K
|
1.42K
$384K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100+ 2.4% |
$19.7K - $23.8K
|
4.27K
$1.16M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$19.7K - $23.8K
|
100
$27.1K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
95+ 5.0% |
$18.7K - $22.6K
|
1.99K
$540K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
70+ 2.83% |
$13.8K - $16.6K
|
2.55K
$690K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
60New |
$11.8K - $14.3K
|
60
$16.3K
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
59+ 3.37% |
$11.6K - $14K
|
1.81K
$490K
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
40+ 2.01% |
$7.89K - $9.51K
|
2.04K
$551K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
40+ 5.59% |
$7.89K - $9.51K
|
755
$205K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
36+ 3.36% |
$7.1K - $8.56K
|
1.11K
$300K
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36New |
$7.1K - $8.56K
|
36
$9.75K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
30+ 0.89% |
$5.92K - $7.13K
|
3.41K
$922K
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.63% |
$5.92K - $7.13K
|
4.83K
$1.31M
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
26+ 1.96% |
$5.13K - $6.18K
|
1.35K
$366K
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
20+ 1.15% |
$3.95K - $4.75K
|
1.76K
$477K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
20New |
$3.95K - $4.75K
|
20
$5.42K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14+ 37.84% |
$2.76K - $3.33K
|
51
$13.8K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11+ 0.88% |
$2.17K - $2.61K
|
1.26K
$342K
|