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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.15K+ 15.06% |
$345K - $415K
|
16.4K
$3.85M
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.01KNew |
$322K - $388K
|
2.01K
$471K
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.91K+ 4.06% |
$307K - $370K
|
49.1K
$11.5M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$300K - $362K
|
1.88K
$439K
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.84KNew |
$295K - $355K
|
1.84K
$431K
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.47KNew |
$235K - $283K
|
1.47K
$343K
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.43KNew |
$229K - $276K
|
1.43K
$335K
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.35KNew |
$216K - $260K
|
1.35K
$316K
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$208K - $251K
|
1.3K
$304K
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
PUT |
1.3KNew |
$208K - $251K
|
1.3K
$304K
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.29KNew |
$207K - $249K
|
1.29K
$303K
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.27KNew |
$203K - $245K
|
1.27K
$297K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.25K+ 17.92% |
$200K - $241K
|
8.22K
$1.92M
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.24KNew |
$199K - $240K
|
1.24K
$291K
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$198K - $238K
|
1.24K
$289K
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.19KNew |
$191K - $230K
|
1.19K
$279K
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.18KNew |
$190K - $228K
|
1.18K
$277K
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$185K - $223K
|
1.16K
$271K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.09KNew |
$175K - $211K
|
1.09K
$255K
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
1.09KNew |
$174K - $210K
|
1.09K
$254K
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.08KNew |
$173K - $208K
|
1.08K
$252K
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.05KNew |
$169K - $203K
|
1.05K
$247K
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
1.05KNew |
$168K - $203K
|
1.05K
$246K
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.04KNew |
$167K - $201K
|
1.04K
$244K
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1KNew |
$160K - $193K
|
1K
$234K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
600New |
$96.1K - $116K
|
600
$140K
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
578New |
$92.6K - $112K
|
578
$135K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
528+ 2.62% |
$84.6K - $102K
|
20.7K
$4.84M
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
462New |
$74K - $89.2K
|
462
$108K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
440New |
$70.5K - $85K
|
440
$103K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
410+ 62.31% |
$65.7K - $79.2K
|
1.07K
$250K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
400New |
$64.1K - $77.2K
|
400
$93.7K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
388New |
$62.2K - $74.9K
|
388
$90.9K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
336+ 5.58% |
$53.8K - $64.9K
|
6.35K
$1.49M
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
275New |
$44.1K - $53.1K
|
275
$64.4K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
197New |
$31.6K - $38K
|
197
$46.1K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
151+ 6.58% |
$24.2K - $29.2K
|
2.45K
$573K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
116New |
$18.6K - $22.4K
|
116
$27.2K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
108New |
$17.3K - $20.9K
|
108
$25.3K
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
105+ 7.32% |
$16.8K - $20.3K
|
1.54K
$360K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
100New |
$16K - $19.3K
|
100
$23.4K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
96New |
$15.4K - $18.5K
|
96
$22.5K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
74New |
$11.9K - $14.3K
|
74
$17.3K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
22New |
$3.52K - $4.25K
|
22
$5.15K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
11New |
$1.76K - $2.12K
|
11
$2.58K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11New |
$1.76K - $2.12K
|
11
$2.58K
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5+ 0.5% |
$801 - $965
|
1K
$235K
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3+ 0.11% |
$481 - $579
|
2.61K
$612K
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.04% |
$160 - $193
|
97
$22.7K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
26.4KNew |
$4.27M - $4.75M
|
26.4K
$6.17M
|