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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
217New |
$32.1K - $38.3K
|
217
$50.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
212New |
$31.4K - $37.4K
|
212
$49.6K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
108New |
$16K - $19.1K
|
108
$25.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
PUT |
100New |
$14.8K - $17.7K
|
100
$23.4K
|
|
| Q3 2021 | |||||||
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
700KNew |
$104M - $112M
|
700K
$164M
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
128K+ 204.16% |
$18.9M - $20.4M
|
190K
$44.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.73KNew |
$256K - $277K
|
1.73K
$406K
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
CALL |
1.6KNew |
$237K - $256K
|
1.6K
$375K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
CALL |
1KNew |
$148K - $160K
|
1K
$234K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
CALL |
500New |
$74K - $79.9K
|
500
$117K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
231KNew |
$30.3M - $34.1M
|
231K
$54M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
22.7KNew |
$2.98M - $3.36M
|
22.7K
$5.32M
|
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
PUT |
5.58K+ 22300.0% |
$732K - $824K
|
5.6K
$1.31M
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.83KNew |
$372K - $419K
|
2.83K
$663K
|
|
|
Jul 23, 2021
Q2 2021
|
Macroview Investment Management LLC
|
BUY
|
CALL |
700New |
$91.9K - $103K
|
700
$164K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
CALL |
500New |
$65.7K - $73.9K
|
500
$117K
|
|
|
Aug 06, 2021
Q2 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
193+ 8.65% |
$25.3K - $28.5K
|
2.42K
$567K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
100New |
$13.1K - $14.8K
|
100
$23.4K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$134K - $147K
|
1.06K
$249K
|
|
|
May 05, 2021
Q1 2021
|
Horrell Capital Management, Inc.
|
BUY
|
- |
624+ 114.5% |
$78.5K - $86.5K
|
1.17K
$274K
|
|
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
15New |
$1.89K - $2.08K
|
15
$3.51K
|
|
| Q4 2020 | |||||||
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
46.6KNew |
$5.16M - $6.08M
|
46.6K
$10.9M
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
23.8KNew |
$2.63M - $3.1M
|
23.8K
$5.56M
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
22.1KNew |
$2.45M - $2.88M
|
22.1K
$5.18M
|
|
|
Feb 16, 2021
Q4 2020
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.7KNew |
$188K - $222K
|
1.7K
$398K
|
|
|
Feb 08, 2021
Q4 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.63KNew |
$180K - $212K
|
1.63K
$381K
|
|
|
Feb 11, 2021
Q4 2020
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
458New |
$50.8K - $59.8K
|
458
$107K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100New |
$11.1K - $13.1K
|
100
$23.4K
|
|
|
Jan 27, 2021
Q4 2020
|
Regent Investment Management LLC
|
BUY
|
- |
50+ 1.59% |
$5.54K - $6.53K
|
3.19K
$747K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
30KNew |
$3.14M - $3.81M
|
30K
$7.02M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.06KNew |
$215K - $261K
|
2.06K
$481K
|
|
|
Nov 17, 2020
Q3 2020
|
Jackson Square Capital, LLC
|
BUY
|
PUT |
1.4KNew |
$147K - $178K
|
1.4K
$328K
|
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
BUY
|
PUT |
900New |
$94.2K - $114K
|
900
$211K
|
|
|
Oct 28, 2020
Q3 2020
|
Old Second National Bank Of Aurora
|
BUY
|
- |
400New |
$41.9K - $50.8K
|
400
$93.7K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
89KNew |
$6.81M - $9.32M
|
89K
$20.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
71KNew |
$5.43M - $7.43M
|
71K
$16.6M
|
|
|
Aug 07, 2020
Q2 2020
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
2.39KNew |
$183K - $250K
|
2.39K
$560K
|
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
BUY
|
PUT |
1.5KNew |
$115K - $157K
|
1.5K
$351K
|
|
|
Jul 13, 2020
Q2 2020
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
1KNew |
$76.5K - $105K
|
1K
$234K
|
|
|
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
100New |
$7.65K - $10.5K
|
100
$23.4K
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
10+ 4.76% |
$765 - $1.05K
|
220
$51.5K
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Mai Capital Management
|
BUY
|
PUT |
6KNew |
$422K - $617K
|
6K
$1.4M
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
PUT |
200New |
$14.1K - $20.6K
|
200
$46.8K
|
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
95New |
$6.69K - $9.77K
|
95
$22.2K
|
|
| Q4 2019 | |||||||
|
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
678New |
$53.1K - $62.3K
|
678
$159K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
500New |
$39.1K - $46K
|
500
$117K
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3+ 0.38% |
$235 - $276
|
790
$185K
|
|
| Q3 2019 | |||||||
|
Oct 02, 2019
Q3 2019
|
Woodstock Corp
|
BUY
|
- |
2.5KNew |
$199K - $204K
|
2.5K
$585K
|
|
|
Oct 31, 2019
Q3 2019
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
6New |
$478 - $491
|
6
$1.4K
|
|
| Q2 2019 | |||||||
|
Jul 19, 2019
Q2 2019
|
Sageworth Trust CO
|
BUY
|
- |
500New |
N/A
|
500
$117K
|
|