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 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
973+ 0.58% |
$192K - $231K
|
170K
$39.7M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
972+ 3.47% |
$192K - $231K
|
29K
$6.77M
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
971New |
$192K - $231K
|
971
$227K
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
971+ 2.41% |
$192K - $231K
|
41.3K
$9.66M
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
967New |
$191K - $230K
|
967
$226K
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
964New |
$190K - $229K
|
964
$225K
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
960New |
$189K - $228K
|
960
$224K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
956New |
$189K - $227K
|
956
$223K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
955+ 3.71% |
$188K - $227K
|
26.7K
$6.23M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
947+ 60.17% |
$187K - $225K
|
2.52K
$589K
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
945New |
$186K - $225K
|
945
$221K
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
942New |
$186K - $224K
|
942
$220K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
935New |
$185K - $222K
|
935
$218K
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
927New |
$183K - $220K
|
927
$217K
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
921New |
$182K - $219K
|
921
$215K
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
921New |
$182K - $219K
|
921
$215K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
918+ 9.43% |
$181K - $218K
|
10.7K
$2.49M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
918+ 2.65% |
$181K - $218K
|
35.5K
$8.3M
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
902New |
$178K - $214K
|
902
$211K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
895+ 1.11% |
$177K - $213K
|
81.4K
$19M
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
891New |
$176K - $212K
|
891
$208K
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
889New |
$175K - $211K
|
889
$208K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
867+ 13.85% |
$171K - $206K
|
7.13K
$1.67M
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
862+ 19.58% |
$170K - $205K
|
5.26K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
855+ 1.51% |
$169K - $203K
|
57.4K
$13.4M
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
853+ 60.93% |
$168K - $203K
|
2.25K
$526K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
851+ 100.71% |
$168K - $202K
|
1.7K
$396K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
836+ 1.61% |
$165K - $199K
|
52.7K
$12.3M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
829+ 4.1% |
$164K - $197K
|
21K
$4.92M
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
819New |
$162K - $195K
|
819
$191K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
808+ 3.2% |
$159K - $192K
|
26K
$6.08M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
804+ 2.44% |
$159K - $191K
|
33.8K
$7.9M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
798+ 33.29% |
$157K - $190K
|
3.2K
$746K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
785+ 10.39% |
$155K - $187K
|
8.34K
$1.95M
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
782+ 26.44% |
$154K - $186K
|
3.74K
$874K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
776+ 14.71% |
$153K - $184K
|
6.05K
$1.41M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
761New |
$150K - $181K
|
761
$178K
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
754+ 12.37% |
$149K - $179K
|
6.85K
$1.6M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
742+ 32.15% |
$146K - $176K
|
3.05K
$712K
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
736New |
$145K - $175K
|
736
$172K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
736+ 1.43% |
$145K - $175K
|
52.3K
$12.2M
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
734+ 7.79% |
$145K - $174K
|
10.2K
$2.37M
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
730+ 17.86% |
$144K - $174K
|
4.82K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
723+ 78.25% |
$143K - $172K
|
1.65K
$385K
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
706+ 74.0% |
$139K - $168K
|
1.66K
$388K
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
705+ 78.77% |
$139K - $168K
|
1.6K
$374K
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
704+ 5.8% |
$139K - $167K
|
12.8K
$3M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
703+ 15.87% |
$139K - $167K
|
5.13K
$1.2M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
698+ 3.16% |
$138K - $166K
|
22.8K
$5.32M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
689+ 3.22% |
$136K - $164K
|
22.1K
$5.16M
|