Purchases and Sales Made in Q3 2023 in Technology Sector Spdr (XLK)

XLK Quotes by TradingView

This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q3 2023. The information is specifically focused on institutions that hold shares of TECHNOLOGY SECTOR SPDR.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 08, 2023 Q3 2023
Northeast Investment Management

BUY
 -
250
+ 10.46%
$40.5K - $45.1K
2.64K $610K
Nov 16, 2023 Q3 2023
Seelaus Asset Management LLC

BUY
 -
250
+ 8.06%
$40.5K - $45.1K
3.35K $773K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
246
New
$39.8K - $44.3K
246 $56.8K
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
241
+ 2.78%
$39K - $43.4K
8.9K $2.05M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
239
+ 1.91%
$38.7K - $43.1K
12.8K $2.95M
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
236
+ 0.3%
$38.2K - $42.5K
77.7K $17.9M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
235
+ 0.34%
$38.1K - $42.4K
69.3K $16M
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
219
+ 5.32%
$35.5K - $39.5K
4.33K $1M
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
213
+ 4.17%
$34.5K - $38.4K
5.32K $1.23M
Oct 13, 2023 Q3 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
209
+ 4.18%
$33.9K - $37.7K
5.21K $1.2M
Nov 03, 2023 Q3 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
206
+ 12.13%
$33.4K - $37.1K
1.9K $439K
Oct 17, 2023 Q3 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
205
+ 5.71%
$33.2K - $37K
3.8K $876K
Nov 13, 2023 Q3 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
204
+ 17.53%
$33K - $36.8K
1.37K $316K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
202
+ 10.53%
$32.7K - $36.4K
2.12K $489K
Nov 08, 2023 Q3 2023
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
200
+ 14.18%
$32.4K - $36.1K
1.61K $372K
Nov 14, 2023 Q3 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
194
+ 2.05%
$31.4K - $35K
9.68K $2.23M
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

BUY
 -
192
+ 13.02%
$31.1K - $34.6K
1.67K $385K
Nov 14, 2023 Q3 2023
Treynor Bancshares, Inc.

BUY
 -
192
+ 11.21%
$31.1K - $34.6K
1.9K $439K
Oct 18, 2023 Q3 2023
Ddd Partners, LLC

BUY
 -
186
+ 3.1%
$30.1K - $33.5K
6.18K $1.43M
Oct 25, 2023 Q3 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
182
+ 3.42%
$29.5K - $32.8K
5.51K $1.27M
Jul 09, 2024 Q3 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
180
+ 0.61%
$29.2K - $32.4K
29.5K $6.8M
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
174
+ 2.49%
$28.2K - $31.4K
7.16K $1.65M
Nov 09, 2023 Q3 2023
Kovitz Investment Group Partners, LLC

BUY
 -
173
+ 1.27%
$28K - $31.2K
13.8K $3.18M
Oct 16, 2023 Q3 2023
Clarus Group, Inc.

BUY
 -
172
+ 8.36%
$27.9K - $31K
2.23K $515K
Nov 06, 2023 Q3 2023
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
170
+ 13.0%
$27.5K - $30.6K
1.48K $341K
Oct 30, 2023 Q3 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
167
+ 0.84%
$27K - $30.1K
20.1K $4.64M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
165
+ 11.18%
$26.7K - $29.7K
1.64K $379K
Nov 08, 2023 Q3 2023
Cadence Wealth Management LLC

Westborough, MA
BUY
 -
162
+ 12.89%
$26.2K - $29.2K
1.42K $328K
Oct 25, 2023 Q3 2023
Means Investment Co., Inc.

BUY
 -
159
+ 6.84%
$25.8K - $28.7K
2.49K $574K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
157
+ 0.91%
$25.4K - $28.3K
17.5K $4.03M
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
153
+ 1.68%
$24.8K - $27.6K
9.26K $2.14M
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
150
New
$24.3K - $27K
150 $34.6K
Oct 24, 2023 Q3 2023
Union Savings Bank

Litchfield, CT
BUY
 -
150
+ 9.8%
$24.3K - $27K
1.68K $388K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
150
+ 0.97%
$24.3K - $27K
15.7K $3.61M
Nov 06, 2023 Q3 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
150
+ 0.14%
$24.3K - $27K
106K $24.4M
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
145
+ 11.52%
$23.5K - $26.1K
1.4K $324K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
141
+ 6.46%
$22.8K - $25.4K
2.33K $537K
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
140
New
$22.7K - $25.2K
140 $32.3K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
137
+ 165.06%
$22.2K - $24.7K
220 $50.8K
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
136
+ 2.13%
$22K - $24.5K
6.52K $1.51M
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
136
+ 2.13%
$22K - $24.5K
6.52K $1.51M
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
135
+ 36.89%
$21.9K - $24.3K
501 $116K
Nov 13, 2023 Q3 2023
Mcmorgan & CO LLC

San Francisco, CA
BUY
 -
129
+ 0.31%
$20.9K - $23.3K
41.9K $9.68M
Nov 02, 2023 Q3 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
128
+ 1.1%
$20.7K - $23.1K
11.8K $2.72M
Jul 31, 2024 Q3 2023
First American Bank

Dundee, IL
BUY
 -
127
+ 3.16%
$20.6K - $22.9K
4.15K $957K
Oct 20, 2023 Q3 2023
Townsend Asset Management Corp

BUY
 -
126
+ 2.21%
$20.4K - $22.7K
5.83K $1.35M
Oct 31, 2023 Q3 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
126
+ 3.64%
$20.4K - $22.7K
3.59K $829K
Nov 02, 2023 Q3 2023
Capital Investment Counsel, Inc

BUY
 -
125
New
$20.2K - $22.5K
125 $28.9K
Nov 08, 2023 Q3 2023
Lebenthal Global Advisors, LLC

BUY
 -
125
+ 2.49%
$20.2K - $22.5K
5.15K $1.19M

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