Latest Institutional Sells of Technology Sector Spdr (XLK)
This list provides information on the latest institutional transactions involving Technology Sector Spdr (XLK) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-213- 5.19% |
$34.5K - $38.4K
|
3.89K
$908K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-198- 7.76% |
$32.1K - $35.7K
|
2.35K
$550K
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-194- 5.81% |
$31.4K - $35K
|
3.15K
$735K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-176- 32.77% |
$28.5K - $31.7K
|
361
$84.3K
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-170- 1.48% |
$27.5K - $30.6K
|
11.3K
$2.64M
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-170- 12.14% |
$27.5K - $30.6K
|
1.23K
$287K
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-132- 1.52% |
$21.4K - $23.8K
|
8.58K
$2M
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-115- 7.99% |
$18.6K - $20.7K
|
1.33K
$310K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-78- 0.28% |
$12.6K - $14.1K
|
28K
$6.53M
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-73- 3.23% |
$11.8K - $13.2K
|
2.19K
$511K
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-56- 4.35% |
$9.07K - $10.1K
|
1.23K
$288K
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-56- 24.56% |
$9.07K - $10.1K
|
172
$40.2K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20- 3.58% |
$3.24K - $3.61K
|
539
$126K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-18- 90.0% |
$2.92K - $3.24K
|
2
$467
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 0.59% |
$1.13K - $1.26K
|
1.18K
$277K
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-5- 0.15% |
$810 - $901
|
3.26K
$760K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-200K- 92.1% |
$28.8M - $34.9M
|
17.1K
$4.01M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-35.3K- 15.93% |
$5.09M - $6.17M
|
186K
$43.5M
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
PUT |
-30K- 37.5% |
$4.32M - $5.24M
|
50K
$11.7M
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-28.4K- 96.07% |
$4.09M - $4.96M
|
1.16K
$271K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-10.1K- 58.67% |
$1.45M - $1.76M
|
7.09K
$1.66M
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-9.9K- 59.25% |
$1.42M - $1.73M
|
6.81K
$1.59M
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.4K- 49.93% |
$346K - $419K
|
2.41K
$562K
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.46K- 2.35% |
$211K - $255K
|
60.7K
$14.2M
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.1K- 8.33% |
$158K - $191K
|
12K
$2.81M
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-1.06K- 41.41% |
$153K - $185K
|
1.5K
$350K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1K- 7.02% |
$145K - $175K
|
13.3K
$3.11M
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-994- 28.43% |
$143K - $174K
|
2.5K
$584K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-870- 2.97% |
$125K - $152K
|
28.4K
$6.63M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-765- 34.09% |
$110K - $134K
|
1.48K
$345K
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-566- 11.51% |
$81.5K - $98.8K
|
4.35K
$1.02M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-442- 16.11% |
$63.6K - $77.2K
|
2.3K
$538K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-291- 0.17% |
$41.9K - $50.8K
|
174K
$40.7M
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-153- 23.79% |
$22K - $26.7K
|
490
$114K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-75- 89.29% |
$10.8K - $13.1K
|
9
$2.1K
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-40- 3.0% |
$5.76K - $6.99K
|
1.29K
$302K
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-38- 27.54% |
$5.47K - $6.64K
|
100
$23.4K
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-26- 1.75% |
$3.74K - $4.54K
|
1.46K
$341K
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 25.64% |
$2.88K - $3.49K
|
58
$13.5K
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-7- 2.1% |
$1.01K - $1.22K
|
327
$76.4K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4- 2.07% |
$576 - $699
|
189
$44.2K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-53.5K- 61.32% |
$6.48M - $8.07M
|
33.7K
$7.88M
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
CALL |
-47.2KClosed |
$5.72M - $7.13M
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.67K- 12.97% |
$686K - $855K
|
38K
$8.88M
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-4.16K- 43.87% |
$504K - $629K
|
5.33K
$1.24M
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.63KClosed |
$440K - $549K
|
0
$0
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3.29KClosed |
$398K - $496K
|
0
$0
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.61KClosed |
$195K - $243K
|
0
$0
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.37K- 14.07% |
$166K - $207K
|
8.38K
$1.96M
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-540- 17.0% |
$65.4K - $81.5K
|
2.64K
$616K
|