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 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
CALL |
500New |
$65.7K - $73.9K
|
500
$111K
|
|
Aug 06, 2021
Q2 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
193+ 8.65% |
$25.3K - $28.5K
|
2.42K
$539K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
100New |
$13.1K - $14.8K
|
100
$22.3K
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$134K - $147K
|
1.06K
$237K
|
|
May 05, 2021
Q1 2021
|
Horrell Capital Management, Inc.
|
BUY
|
- |
624+ 114.5% |
$78.5K - $86.5K
|
1.17K
$260K
|
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
15New |
$1.89K - $2.08K
|
15
$3.34K
|
|
Q4 2020 | |||||||
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
46.6KNew |
$5.16M - $6.08M
|
46.6K
$10.4M
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
23.8KNew |
$2.63M - $3.1M
|
23.8K
$5.29M
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
22.1KNew |
$2.45M - $2.88M
|
22.1K
$4.92M
|
|
Feb 16, 2021
Q4 2020
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.7KNew |
$188K - $222K
|
1.7K
$378K
|
|
Feb 08, 2021
Q4 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.63KNew |
$180K - $212K
|
1.63K
$362K
|
|
Feb 11, 2021
Q4 2020
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
458New |
$50.8K - $59.8K
|
458
$102K
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100New |
$11.1K - $13.1K
|
100
$22.3K
|
|
Jan 27, 2021
Q4 2020
|
Regent Investment Management LLC
|
BUY
|
- |
50+ 1.59% |
$5.54K - $6.53K
|
3.19K
$710K
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
30KNew |
$3.14M - $3.81M
|
30K
$6.68M
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
PUT |
4.6KNew |
$481K - $584K
|
4.6K
$1.02M
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.06KNew |
$215K - $261K
|
2.06K
$458K
|
|
Nov 17, 2020
Q3 2020
|
Jackson Square Capital, LLC
|
BUY
|
PUT |
1.4KNew |
$147K - $178K
|
1.4K
$312K
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
BUY
|
PUT |
900New |
$94.2K - $114K
|
900
$200K
|
|
Oct 28, 2020
Q3 2020
|
Old Second National Bank Of Aurora
|
BUY
|
- |
400New |
$41.9K - $50.8K
|
400
$89K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
89KNew |
$6.81M - $9.32M
|
89K
$19.8M
|
|
Aug 14, 2020
Q2 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
71KNew |
$5.43M - $7.43M
|
71K
$15.8M
|
|
Aug 07, 2020
Q2 2020
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
2.39KNew |
$183K - $250K
|
2.39K
$532K
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
BUY
|
PUT |
1.5KNew |
$115K - $157K
|
1.5K
$334K
|
|
Jul 13, 2020
Q2 2020
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
1KNew |
$76.5K - $105K
|
1K
$223K
|
|
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
100New |
$7.65K - $10.5K
|
100
$22.3K
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
10+ 4.76% |
$765 - $1.05K
|
220
$49K
|
|
Q1 2020 | |||||||
Apr 16, 2020
Q1 2020
|
Mai Capital Management
|
BUY
|
PUT |
6KNew |
$422K - $617K
|
6K
$1.34M
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
PUT |
200New |
$14.1K - $20.6K
|
200
$44.5K
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
95New |
$6.69K - $9.77K
|
95
$21.1K
|
|
Q4 2019 | |||||||
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
678New |
$53.1K - $62.3K
|
678
$151K
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
500New |
$39.1K - $46K
|
500
$111K
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3+ 0.38% |
$235 - $276
|
790
$176K
|
|
Q3 2019 | |||||||
Oct 02, 2019
Q3 2019
|
Woodstock Corp
|
BUY
|
- |
2.5KNew |
$199K - $204K
|
2.5K
$556K
|
|
Oct 31, 2019
Q3 2019
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
6New |
$478 - $491
|
6
$1.34K
|
|
Q2 2019 | |||||||
Jul 19, 2019
Q2 2019
|
Sageworth Trust CO
|
BUY
|
- |
500New |
N/A
|
500
$111K
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
PUT |
15KNew |
N/A
|
15K
$3.34M
|
|
May 15, 2019
Q1 2019
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
PUT |
200New |
N/A
|
200
$44.5K
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Gyroscope Capital Management Group, LLC
|
BUY
|
CALL |
70KNew |
N/A
|
70K
$15.6M
|
|
Feb 11, 2019
Q4 2018
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
500New |
N/A
|
500
$111K
|
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
462+ 905.88% |
N/A
|
513
$114K
|
|
Q3 2018 | |||||||
Nov 09, 2018
Q3 2018
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
CALL |
3KNew |
N/A
|
3K
$668K
|
|
Nov 13, 2018
Q3 2018
|
Gfs Advisors, LLC
|
BUY
|
- |
350+ 2.03% |
N/A
|
17.6K
$3.92M
|
|
Q2 2018 | |||||||
Jan 29, 2020
Q2 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
500+ 500.0% |
N/A
|
600
$134K
|
|
Q1 2018 | |||||||
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.79KNew |
N/A
|
3.79K
$845K
|
|
May 08, 2018
Q1 2018
|
Parallel Advisors, LLC
|
BUY
|
PUT |
2KNew |
N/A
|
2K
$445K
|
|
Q4 2017 | |||||||
Feb 13, 2018
Q4 2017
|
James Hambro & Partners
|
BUY
|
- |
4KNew |
N/A
|
4K
$890K
|
|
Jan 17, 2018
Q4 2017
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
CALL |
1KNew |
N/A
|
1K
$223K
|
|
Q3 2017 | |||||||
Nov 13, 2017
Q3 2017
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
501KNew |
N/A
|
501K
$111M
|
|
Oct 23, 2017
Q3 2017
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
1KNew |
N/A
|
1K
$223K
|