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 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-53- 0.94% |
$8.58K - $9.55K
|
5.56K
$1.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-55- 2.39% |
$8.91K - $9.91K
|
2.25K
$519K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-56- 1.72% |
$9.07K - $10.1K
|
3.2K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-56- 24.56% |
$9.07K - $10.1K
|
172
$39.7K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-56- 4.35% |
$9.07K - $10.1K
|
1.23K
$284K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-57- 1.19% |
$9.23K - $10.3K
|
4.72K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-57- 3.08% |
$9.23K - $10.3K
|
1.79K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-59- 3.06% |
$9.56K - $10.6K
|
1.87K
$432K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-60- 0.08% |
$9.72K - $10.8K
|
75K
$17.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-62- 1.43% |
$10K - $11.2K
|
4.28K
$989K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-62- 0.23% |
$10K - $11.2K
|
26.4K
$6.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-64- 2.19% |
$10.4K - $11.5K
|
2.85K
$659K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-64- 2.86% |
$10.4K - $11.5K
|
2.17K
$501K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-64- 1.26% |
$10.4K - $11.5K
|
5.03K
$1.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-64- 3.41% |
$10.4K - $11.5K
|
1.81K
$418K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-65- 2.25% |
$10.5K - $11.7K
|
2.82K
$650K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-66- 0.65% |
$10.7K - $11.9K
|
10.1K
$2.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-67- 1.1% |
$10.9K - $12.1K
|
6.02K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-67- 4.62% |
$10.9K - $12.1K
|
1.38K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-67- 0.96% |
$10.9K - $12.1K
|
6.88K
$1.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-69- 0.43% |
$11.2K - $12.4K
|
15.8K
$3.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-73- 3.23% |
$11.8K - $13.2K
|
2.19K
$505K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-74- 5.58% |
$12K - $13.3K
|
1.25K
$289K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-75- 0.43% |
$12.1K - $13.5K
|
17.5K
$4.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-75- 5.74% |
$12.1K - $13.5K
|
1.23K
$284K
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-75- 0.41% |
$12.1K - $13.5K
|
18.4K
$4.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-77- 2.92% |
$12.5K - $13.9K
|
2.56K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-77- 5.7% |
$12.5K - $13.9K
|
1.27K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-77- 29.39% |
$12.5K - $13.9K
|
185
$42.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-77- 0.81% |
$12.5K - $13.9K
|
9.48K
$2.19M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-78- 1.35% |
$12.6K - $14.1K
|
5.71K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-78- 0.28% |
$12.6K - $14.1K
|
28K
$6.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-79- 0.77% |
$12.8K - $14.2K
|
10.1K
$2.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-80- 1.07% |
$13K - $14.4K
|
7.38K
$1.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-80- 0.98% |
$13K - $14.4K
|
8.08K
$1.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-82- 1.87% |
$13.3K - $14.8K
|
4.3K
$992K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-83- 1.18% |
$13.4K - $15K
|
6.96K
$1.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-83- 5.72% |
$13.4K - $15K
|
1.37K
$316K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-83- 1.24% |
$13.4K - $15K
|
6.6K
$1.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-85- 2.85% |
$13.8K - $15.3K
|
2.9K
$669K
|
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-85- 2.22% |
$13.8K - $15.3K
|
3.75K
$864K
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-86- 1.44% |
$13.9K - $15.5K
|
5.87K
$1.35M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-89- 4.27% |
$14.4K - $16K
|
1.99K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-90- 2.73% |
$14.6K - $16.2K
|
3.21K
$740K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-91- 0.91% |
$14.7K - $16.4K
|
9.87K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-91- 0.53% |
$14.7K - $16.4K
|
17K
$3.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-94- 7.01% |
$15.2K - $16.9K
|
1.25K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-95- 0.87% |
$15.4K - $17.1K
|
10.8K
$2.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-97- 1.31% |
$15.7K - $17.5K
|
7.29K
$1.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-97- 0.47% |
$15.7K - $17.5K
|
20.6K
$4.75M
|