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 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.46KNew |
$211K - $255K
|
1.46K
$370K
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
1.29KNew |
$186K - $226K
|
1.29K
$327K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.29K+ 1.77% |
$186K - $226K
|
74.2K
$18.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.26KNew |
$181K - $220K
|
1.26K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.22KNew |
$175K - $213K
|
1.22K
$308K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.21KNew |
$174K - $211K
|
1.21K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
599New |
$86.2K - $105K
|
599
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
455+ 2.39% |
$65.5K - $79.5K
|
19.5K
$4.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
423+ 42.3% |
$60.9K - $73.9K
|
1.42K
$360K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
343+ 11.76% |
$49.4K - $59.9K
|
3.26K
$825K
|
|
|
Aug 11, 2023
Q2 2023
|
Beaconlight Capital, LLC
New York, NY |
BUY
|
PUT |
284New |
$40.9K - $49.6K
|
284
$71.9K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
273New |
$39.3K - $47.7K
|
273
$69.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
203+ 16.41% |
$29.2K - $35.4K
|
1.44K
$364K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
201+ 16.39% |
$28.9K - $35.1K
|
1.43K
$361K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
201+ 16.39% |
$28.9K - $35.1K
|
1.43K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
183New |
$26.3K - $32K
|
183
$46.3K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
120+ 75.0% |
$17.3K - $21K
|
280
$70.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
53+ 5.17% |
$7.63K - $9.26K
|
1.08K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
51+ 0.54% |
$7.34K - $8.91K
|
9.55K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
36+ 2.63% |
$5.18K - $6.29K
|
1.4K
$355K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15+ 30.61% |
$2.16K - $2.62K
|
64
$16.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
13New |
$1.87K - $2.27K
|
13
$3.29K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5New |
$720 - $873
|
5
$1.27K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$432 - $524
|
1.75K
$442K
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3+ 0.2% |
$432 - $524
|
1.51K
$382K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1MNew |
$121M - $151M
|
1M
$253M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
225KNew |
$27.3M - $34M
|
225K
$56.9M
|
|
|
May 12, 2023
Q1 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
PUT |
200KNew |
$24.2M - $30.2M
|
200K
$50.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
163KNew |
$19.8M - $24.6M
|
163K
$41.2M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
155KNew |
$18.7M - $23.3M
|
155K
$39.1M
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
104KNew |
$12.6M - $15.8M
|
104K
$26.4M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
35KNew |
$4.24M - $5.29M
|
35K
$8.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
6.12KNew |
$742K - $924K
|
6.12K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
3.59KNew |
$435K - $542K
|
3.59K
$909K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.89KNew |
$350K - $436K
|
2.89K
$731K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.73KNew |
$210K - $262K
|
1.73K
$438K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.65KNew |
$199K - $248K
|
1.65K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.62KNew |
$197K - $245K
|
1.62K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.6KNew |
$194K - $242K
|
1.6K
$405K
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.59KNew |
$192K - $240K
|
1.59K
$401K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.55KNew |
$188K - $234K
|
1.55K
$392K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
BUY
|
- |
1.55KNew |
$188K - $234K
|
1.55K
$392K
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.54KNew |
$187K - $233K
|
1.54K
$390K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.5KNew |
$182K - $227K
|
1.5K
$380K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.47KNew |
$179K - $223K
|
1.47K
$373K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.43KNew |
$173K - $216K
|
1.43K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.4KNew |
$169K - $211K
|
1.4K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
862New |
$104K - $130K
|
862
$218K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
805+ 1.0% |
$97.5K - $122K
|
81.7K
$20.7M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
724New |
$87.7K - $109K
|
724
$183K
|
|