Purchases and Sales Made in Q3 2023 in Technology Sector Spdr (XLK)
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 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
120+ 1.45% |
$19.4K - $21.6K
|
8.39K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
120+ 1.46% |
$19.4K - $21.6K
|
8.34K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
119+ 0.09% |
$19.3K - $21.5K
|
131K
$30.4M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
118+ 0.47% |
$19.1K - $21.3K
|
25.4K
$5.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
111+ 17.65% |
$18K - $20K
|
740
$172K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
111+ 5.69% |
$18K - $20K
|
2.06K
$480K
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
110+ 0.8% |
$17.8K - $19.8K
|
13.9K
$3.25M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
109+ 1.82% |
$17.7K - $19.6K
|
6.1K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
105+ 4.34% |
$17K - $18.9K
|
2.52K
$588K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
104+ 0.49% |
$16.8K - $18.7K
|
21.2K
$4.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
104+ 26.07% |
$16.8K - $18.7K
|
503
$117K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
103+ 16.14% |
$16.7K - $18.6K
|
741
$173K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
102+ 0.83% |
$16.5K - $18.4K
|
12.5K
$2.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
101+ 3.31% |
$16.4K - $18.2K
|
3.16K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
100+ 2.1% |
$16.2K - $18K
|
4.87K
$1.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
100+ 3.29% |
$16.2K - $18K
|
3.14K
$732K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
95+ 4.07% |
$15.4K - $17.1K
|
2.43K
$566K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
95+ 7.99% |
$15.4K - $17.1K
|
1.28K
$299K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
95+ 15.25% |
$15.4K - $17.1K
|
718
$167K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
95New |
$15.4K - $17.1K
|
95
$22.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
94+ 1.99% |
$15.2K - $16.9K
|
4.81K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
94+ 2.61% |
$15.2K - $16.9K
|
3.69K
$859K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
94+ 5.13% |
$15.2K - $16.9K
|
1.93K
$448K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
93+ 5.7% |
$15.1K - $16.8K
|
1.73K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
92+ 2.93% |
$14.9K - $16.6K
|
3.23K
$752K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
91+ 0.08% |
$14.7K - $16.4K
|
118K
$27.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
89+ 1.73% |
$14.4K - $16K
|
5.24K
$1.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
86+ 4.29% |
$13.9K - $15.5K
|
2.09K
$487K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
83+ 17.85% |
$13.4K - $15K
|
548
$128K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
80+ 0.02% |
$13K - $14.4K
|
528K
$123M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
80+ 0.93% |
$13K - $14.4K
|
8.71K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
80+ 5.87% |
$13K - $14.4K
|
1.44K
$336K
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
79+ 2.22% |
$12.8K - $14.2K
|
3.63K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
77+ 6.34% |
$12.5K - $13.9K
|
1.29K
$301K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
76+ 0.76% |
$12.3K - $13.7K
|
10K
$2.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
74+ 1.99% |
$12K - $13.3K
|
3.79K
$881K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
73+ 3.27% |
$11.8K - $13.2K
|
2.31K
$537K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
72+ 0.63% |
$11.7K - $13K
|
11.5K
$2.68M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
71+ 0.57% |
$11.5K - $12.8K
|
12.6K
$2.93M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
71+ 4.94% |
$11.5K - $12.8K
|
1.51K
$351K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
70+ 2.44% |
$11.3K - $12.6K
|
2.94K
$684K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
69+ 4.38% |
$11.2K - $12.4K
|
1.65K
$383K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
66+ 0.85% |
$10.7K - $11.9K
|
7.83K
$1.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
63New |
$10.2K - $11.4K
|
63
$14.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
61+ 0.69% |
$9.88K - $11K
|
8.95K
$2.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
61+ 3.18% |
$9.88K - $11K
|
1.98K
$461K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
58+ 0.56% |
$9.39K - $10.5K
|
10.3K
$2.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
58New |
$9.39K - $10.5K
|
58
$13.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
53+ 3.53% |
$8.58K - $9.55K
|
1.55K
$362K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
53+ 3.43% |
$8.58K - $9.55K
|
1.6K
$372K
|