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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3.63KNew |
$717K - $863K
|
3.63K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.62K+ 34.61% |
$713K - $859K
|
14.1K
$3.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.54K+ 107.18% |
$698K - $841K
|
6.84K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.52KNew |
$695K - $837K
|
3.52K
$822K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.45K+ 269.74% |
$681K - $820K
|
4.73K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.42KNew |
$676K - $814K
|
3.42K
$800K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.42K+ 3.65% |
$675K - $813K
|
97K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.39K+ 9.05% |
$670K - $807K
|
40.9K
$9.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.39K+ 817.63% |
$668K - $805K
|
3.8K
$887K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.29K+ 12.6% |
$649K - $782K
|
29.4K
$6.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.27K+ 361.26% |
$646K - $778K
|
4.18K
$976K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.22KNew |
$636K - $766K
|
3.22K
$753K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.18K+ 24.21% |
$628K - $757K
|
16.3K
$3.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.15K+ 11.06% |
$622K - $749K
|
31.7K
$7.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.06KNew |
$604K - $728K
|
3.06K
$715K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.05K+ 12.95% |
$602K - $725K
|
26.6K
$6.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.05KNew |
$602K - $725K
|
3.05K
$712K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.02K+ 13.53% |
$596K - $718K
|
25.3K
$5.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
3.01K+ 15.11% |
$594K - $715K
|
22.9K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
3K+ 300.0% |
$592K - $713K
|
4K
$934K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.97K+ 5.97% |
$586K - $706K
|
52.8K
$12.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.95K+ 5.73% |
$583K - $702K
|
54.4K
$12.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.93K+ 5.7% |
$578K - $696K
|
54.3K
$12.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.91K+ 17.05% |
$574K - $691K
|
20K
$4.66M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.82K+ 1.48% |
$556K - $670K
|
194K
$45.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.81KNew |
$554K - $667K
|
2.81K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.79K+ 6.87% |
$551K - $664K
|
43.5K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.78K+ 93.25% |
$548K - $660K
|
5.75K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.77K+ 15.14% |
$547K - $659K
|
21.1K
$4.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.76K+ 19.79% |
$545K - $657K
|
16.7K
$3.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.76K+ 9.8% |
$544K - $656K
|
30.9K
$7.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.75K+ 14.37% |
$543K - $654K
|
21.9K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
2.74KNew |
$541K - $651K
|
2.74K
$640K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.73K+ 43.18% |
$539K - $649K
|
9.06K
$2.12M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.73K+ 25.95% |
$539K - $649K
|
13.2K
$3.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.6K+ 199.23% |
$512K - $617K
|
3.9K
$911K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.59KNew |
$511K - $615K
|
2.59K
$605K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.57K+ 22.49% |
$508K - $612K
|
14K
$3.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.57K+ 16.23% |
$507K - $611K
|
18.4K
$4.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.56K+ 193.28% |
$505K - $609K
|
3.89K
$908K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.55K+ 2.41% |
$503K - $606K
|
108K
$25.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.5K+ 26.22% |
$493K - $594K
|
12K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
2.5K+ 1.22% |
$493K - $594K
|
208K
$48.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.5K+ 13.47% |
$493K - $593K
|
21K
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.48K+ 7.33% |
$489K - $589K
|
36.3K
$8.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
2.48K+ 1.63% |
$488K - $588K
|
155K
$36.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.46KNew |
$485K - $584K
|
2.46K
$574K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.46K+ 5.26% |
$484K - $584K
|
49.1K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.43KNew |
$479K - $577K
|
2.43K
$567K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.43K+ 10.72% |
$479K - $576K
|
25K
$5.85M
|