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
|
True Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.47% |
$1.78K - $1.98K
|
2.33K
$538K
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
11+ 0.71% |
$1.78K - $1.98K
|
1.55K
$358K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
10+ 0.08% |
$1.62K - $1.8K
|
12.1K
$2.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10+ 0.2% |
$1.62K - $1.8K
|
5.12K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
10+ 0.1% |
$1.62K - $1.8K
|
10.2K
$2.36M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.2% |
$1.46K - $1.62K
|
4.49K
$1.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8New |
$1.3K - $1.44K
|
8
$1.85K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.23% |
$1.3K - $1.44K
|
3.51K
$810K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
8+ 0.26% |
$1.3K - $1.44K
|
3.11K
$717K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
8+ 0.13% |
$1.3K - $1.44K
|
6.12K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 4.73% |
$1.3K - $1.44K
|
177
$40.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 4.4% |
$1.13K - $1.26K
|
166
$38.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6+ 0.07% |
$972 - $1.08K
|
8.16K
$1.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.17% |
$972 - $1.08K
|
3.58K
$827K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6+ 0.21% |
$972 - $1.08K
|
2.86K
$660K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.02% |
$972 - $1.08K
|
27K
$6.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.22% |
$972 - $1.08K
|
2.72K
$628K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6+ 2.21% |
$972 - $1.08K
|
278
$64.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4+ 0.15% |
$648 - $721
|
2.7K
$622K
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$648 - $721
|
3.38K
$780K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$648 - $721
|
2.03K
$468K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
4+ 0.12% |
$648 - $721
|
3.45K
$797K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.06% |
$648 - $721
|
7.02K
$1.62M
|
|
|
Sep 20, 2024
Q3 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 0.22% |
$648 - $721
|
1.81K
$417K
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
3+ 0.22% |
$486 - $541
|
1.39K
$320K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
3+ 0.16% |
$486 - $541
|
1.85K
$427K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.15% |
$486 - $541
|
2.01K
$463K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.19% |
$486 - $541
|
1.58K
$365K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.08% |
$486 - $541
|
4K
$922K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.06% |
$486 - $541
|
4.78K
$1.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
3+ 0.1% |
$486 - $541
|
3.04K
$702K
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$324 - $361
|
14.4K
$3.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$324 - $361
|
2
$462
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$324 - $361
|
2.61K
$602K
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2+ 0.07% |
$324 - $361
|
3.07K
$709K
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2+ 0.1% |
$324 - $361
|
2.03K
$468K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.25% |
$324 - $361
|
802
$185K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
2+ 0.06% |
$324 - $361
|
3.17K
$731K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$324 - $361
|
1.86K
$429K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
2+ 20.0% |
$324 - $361
|
12
$2.77K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.05% |
$324 - $361
|
4.16K
$959K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.27% |
$324 - $361
|
749
$173K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2+ 0.12% |
$324 - $361
|
1.73K
$398K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2+ 0.27% |
$324 - $361
|
751
$173K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.1% |
$324 - $361
|
1.92K
$443K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$324 - $361
|
19.3K
$4.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.16% |
$324 - $361
|
1.26K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
2+ 0.15% |
$324 - $361
|
1.35K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2+ 0.07% |
$324 - $361
|
2.82K
$651K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.04% |
$162 - $180
|
2.81K
$649K
|