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 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
3.2KNew |
$395K - $517K
|
3.2K
$749K
|
|
Aug 15, 2022
Q2 2022
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
PUT |
2.5KNew |
$309K - $404K
|
2.5K
$585K
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.82KNew |
$225K - $294K
|
1.82K
$426K
|
|
Jul 11, 2022
Q2 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
1.82KNew |
$224K - $293K
|
1.82K
$425K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.09KNew |
$134K - $175K
|
1.09K
$254K
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
835+ 191.08% |
$103K - $135K
|
1.27K
$298K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
500+ 14.35% |
$61.7K - $80.7K
|
3.99K
$933K
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
446+ 35.37% |
$55.1K - $72K
|
1.71K
$400K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
359New |
$44.3K - $58K
|
359
$84.1K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
244New |
$30.1K - $39.4K
|
244
$57.1K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
216New |
$26.7K - $34.9K
|
216
$50.6K
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
165New |
$20.4K - $26.6K
|
165
$38.6K
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
100+ 2.6% |
$12.3K - $16.1K
|
3.95K
$925K
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
71New |
$8.77K - $11.5K
|
71
$16.6K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
50+ 50.0% |
$6.17K - $8.07K
|
150
$35.1K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
40+ 0.69% |
$4.94K - $6.46K
|
5.82K
$1.36M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
27+ 1.57% |
$3.33K - $4.36K
|
1.75K
$409K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
25+ 131.58% |
$3.09K - $4.04K
|
44
$10.3K
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
22+ 0.07% |
$2.72K - $3.55K
|
29.9K
$7.01M
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
6+ 0.31% |
$741 - $969
|
1.94K
$455K
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$123 - $161
|
4.78K
$1.12M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1+ 0.06% |
$123 - $161
|
1.79K
$420K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
155KNew |
$21.9M - $27.2M
|
155K
$36.2M
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
98.4K+ 49.37% |
$13.9M - $17.3M
|
298K
$69.7M
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
78.4K+ 1960.0% |
$11.1M - $13.8M
|
82.4K
$19.3M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
10KNew |
$1.41M - $1.76M
|
10K
$2.34M
|
|
May 13, 2022
Q1 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
8K+ 131.64% |
$1.13M - $1.4M
|
14.1K
$3.3M
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
7.88KNew |
$1.11M - $1.38M
|
7.88K
$1.85M
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
7.15KNew |
$1.01M - $1.26M
|
7.15K
$1.67M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
5KNew |
$707K - $878K
|
5K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
4.51KNew |
$638K - $792K
|
4.51K
$1.06M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.41K+ 215.28% |
$624K - $774K
|
6.46K
$1.51M
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
BUY
|
- |
2.43KNew |
$343K - $426K
|
2.43K
$568K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.25KNew |
$176K - $219K
|
1.25K
$292K
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
350New |
$49.5K - $61.4K
|
350
$82K
|
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
337+ 4.43% |
$47.6K - $59.2K
|
7.95K
$1.86M
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
298+ 14.08% |
$42.1K - $52.3K
|
2.42K
$565K
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$14.1K - $17.6K
|
100
$23.4K
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
77New |
$10.9K - $13.5K
|
77
$18K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
35New |
$4.95K - $6.14K
|
35
$8.2K
|
|
Q4 2021 | |||||||
Jun 22, 2023
Q4 2021
|
Msd Partners, L.P.
New York, NY |
BUY
|
CALL |
423KNew |
$62.6M - $74.7M
|
423K
$99M
|
|
Feb 01, 2022
Q4 2021
|
Yarbrough Capital, LLC
|
BUY
|
- |
122KNew |
$18.1M - $21.6M
|
122K
$28.6M
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.5K+ 240.74% |
$962K - $1.15M
|
9.2K
$2.15M
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
6.2KNew |
$917K - $1.09M
|
6.2K
$1.45M
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
2.33KNew |
$345K - $412K
|
2.33K
$546K
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
1.95KNew |
$289K - $345K
|
1.95K
$457K
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
BUY
|
- |
1.65KNew |
$244K - $291K
|
1.65K
$386K
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
CALL |
300New |
$44.4K - $53K
|
300
$70.2K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
242New |
$35.8K - $42.7K
|
242
$56.7K
|