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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.42K+ 38.45% |
$477K - $574K
|
8.7K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.41K+ 4.71% |
$476K - $573K
|
53.6K
$12.5M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.4K+ 34.09% |
$474K - $570K
|
9.44K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.39K+ 17.04% |
$471K - $567K
|
16.4K
$3.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.38K+ 19.01% |
$470K - $566K
|
14.9K
$3.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.38K+ 54.49% |
$470K - $566K
|
6.75K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.38K+ 46.65% |
$469K - $565K
|
7.48K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.36KNew |
$466K - $561K
|
2.36K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2.35K+ 13.87% |
$464K - $559K
|
19.3K
$4.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
2.3K+ 3.3% |
$454K - $547K
|
72K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.3K+ 231.29% |
$454K - $546K
|
3.29K
$770K
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.3KNew |
$453K - $546K
|
2.3K
$537K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
2.29KNew |
$451K - $544K
|
2.29K
$535K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.25KNew |
$445K - $535K
|
2.25K
$527K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.25K+ 35.9% |
$444K - $535K
|
8.52K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.24K+ 20.52% |
$442K - $532K
|
13.1K
$3.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.22K+ 7.58% |
$437K - $526K
|
31.4K
$7.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.21KNew |
$437K - $526K
|
2.21K
$517K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.21K+ 21.16% |
$436K - $526K
|
12.7K
$2.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.17K+ 6.54% |
$428K - $516K
|
35.3K
$8.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.16K+ 1.85% |
$426K - $513K
|
119K
$27.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.16K+ 36.8% |
$425K - $512K
|
8.01K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.14K+ 16.23% |
$422K - $508K
|
15.3K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.13K+ 13.77% |
$421K - $507K
|
17.6K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.12K+ 41.87% |
$419K - $505K
|
7.19K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.1K+ 16.76% |
$415K - $499K
|
14.6K
$3.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.1K+ 6.4% |
$414K - $499K
|
34.9K
$8.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.1K+ 9.48% |
$414K - $498K
|
24.2K
$5.66M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.09K+ 2.15% |
$412K - $496K
|
99.1K
$23.2M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$410K - $494K
|
2.08K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.05KNew |
$405K - $488K
|
2.05K
$480K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.01KNew |
$397K - $478K
|
2.01K
$470K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2.01KNew |
$396K - $477K
|
2.01K
$469K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.01KNew |
$396K - $477K
|
2.01K
$469K
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
2KNew |
$395K - $476K
|
2K
$468K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2KNew |
$395K - $476K
|
2K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
2KNew |
$395K - $475K
|
2K
$467K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.99K+ 13.53% |
$393K - $473K
|
16.7K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.99K+ 12.52% |
$392K - $472K
|
17.9K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.99K+ 8.07% |
$392K - $472K
|
26.6K
$6.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.97K+ 23.25% |
$388K - $468K
|
10.4K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.96K+ 56.37% |
$386K - $465K
|
5.43K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.95K+ 63.32% |
$386K - $464K
|
5.04K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
1.93KNew |
$381K - $459K
|
1.93K
$451K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1.93K+ 10.26% |
$380K - $458K
|
20.7K
$4.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.83K+ 53.93% |
$362K - $436K
|
5.24K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.83K+ 68.16% |
$361K - $435K
|
4.52K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.81K+ 14.72% |
$357K - $430K
|
14.1K
$3.3M
|