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 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-17- 0.39% |
$2.75K - $3.06K
|
4.34K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-17- 1.12% |
$2.75K - $3.06K
|
1.51K
$347K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-18- 0.41% |
$2.92K - $3.24K
|
4.39K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-18- 90.0% |
$2.92K - $3.24K
|
2
$462
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20- 3.58% |
$3.24K - $3.61K
|
539
$124K
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-20- 3.77% |
$3.24K - $3.61K
|
510
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-20- 1.21% |
$3.24K - $3.61K
|
1.63K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-21- 1.11% |
$3.4K - $3.79K
|
1.87K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-21- 0.53% |
$3.4K - $3.79K
|
3.93K
$906K
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-24- 0.69% |
$3.89K - $4.33K
|
3.47K
$800K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-24- 0.96% |
$3.89K - $4.33K
|
2.48K
$573K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.27% |
$4.05K - $4.51K
|
1.95K
$450K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-25- 0.21% |
$4.05K - $4.51K
|
12K
$2.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-25- 0.14% |
$4.05K - $4.51K
|
17.5K
$4.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-26- 0.8% |
$4.21K - $4.69K
|
3.22K
$743K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-26- 1.12% |
$4.21K - $4.69K
|
2.3K
$530K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-27- 0.16% |
$4.37K - $4.87K
|
16.8K
$3.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-28- 7.89% |
$4.54K - $5.05K
|
327
$75.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-29- 0.98% |
$4.7K - $5.23K
|
2.93K
$677K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-30- 0.66% |
$4.86K - $5.41K
|
4.53K
$1.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-31- 1.99% |
$5.02K - $5.59K
|
1.52K
$352K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-31- 6.67% |
$5.02K - $5.59K
|
434
$100K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-34- 0.55% |
$5.51K - $6.13K
|
6.1K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-34- 0.11% |
$5.51K - $6.13K
|
31.9K
$7.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-35- 1.84% |
$5.67K - $6.31K
|
1.86K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-35- 0.19% |
$5.67K - $6.31K
|
18.2K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-36- 12.33% |
$5.83K - $6.49K
|
256
$59.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-37- 0.03% |
$5.99K - $6.67K
|
143K
$33M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-38- 1.11% |
$6.15K - $6.85K
|
3.38K
$780K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-39- 0.1% |
$6.32K - $7.03K
|
37.8K
$8.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-39- 1.09% |
$6.32K - $7.03K
|
3.52K
$813K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-40- 2.71% |
$6.48K - $7.21K
|
1.43K
$331K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-40- 0.68% |
$6.48K - $7.21K
|
5.84K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-41- 0.12% |
$6.64K - $7.39K
|
32.8K
$7.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-42- 5.82% |
$6.8K - $7.57K
|
680
$157K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-42- 1.71% |
$6.8K - $7.57K
|
2.42K
$559K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-43- 4.77% |
$6.96K - $7.75K
|
859
$198K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-45- 1.87% |
$7.29K - $8.11K
|
2.37K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-45- 0.17% |
$7.29K - $8.11K
|
27.1K
$6.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-45- 3.52% |
$7.29K - $8.11K
|
1.24K
$285K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-46- 1.28% |
$7.45K - $8.29K
|
3.56K
$822K
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-46- 0.35% |
$7.45K - $8.29K
|
13.3K
$3.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-46- 0.73% |
$7.45K - $8.29K
|
6.29K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-46- 19.83% |
$7.45K - $8.29K
|
186
$42.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-48- 0.69% |
$7.77K - $8.65K
|
6.94K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-49- 0.98% |
$7.94K - $8.83K
|
4.97K
$1.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-50- 3.3% |
$8.1K - $9.01K
|
1.47K
$338K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-50- 0.81% |
$8.1K - $9.01K
|
6.16K
$1.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-50- 10.0% |
$8.1K - $9.01K
|
450
$104K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-51- 0.54% |
$8.26K - $9.19K
|
9.4K
$2.17M
|