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
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-161- 1.75% |
$26.1K - $29K
|
9.02K
$2.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-163- 1.37% |
$26.4K - $29.4K
|
11.7K
$2.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-166- 1.81% |
$26.9K - $29.9K
|
8.99K
$2.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-167- 4.68% |
$27K - $30.1K
|
3.4K
$786K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-167- 0.67% |
$27K - $30.1K
|
24.9K
$5.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-170- 12.14% |
$27.5K - $30.6K
|
1.23K
$284K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-170- 1.48% |
$27.5K - $30.6K
|
11.3K
$2.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-172- 1.49% |
$27.9K - $31K
|
11.4K
$2.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-173- 0.28% |
$28K - $31.2K
|
62.1K
$14.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-174- 8.66% |
$28.2K - $31.4K
|
1.84K
$424K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-174- 8.92% |
$28.2K - $31.4K
|
1.78K
$410K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-175- 1.71% |
$28.3K - $31.5K
|
10.1K
$2.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-176- 32.77% |
$28.5K - $31.7K
|
361
$83.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-176- 0.69% |
$28.5K - $31.7K
|
25.2K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-178- 4.34% |
$28.8K - $32.1K
|
3.92K
$906K
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-183- 3.29% |
$29.6K - $33K
|
5.38K
$1.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-185- 12.81% |
$30K - $33.3K
|
1.26K
$291K
|
|
|
Oct 06, 2023
Q3 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-188- 1.02% |
$30.5K - $33.9K
|
18.2K
$4.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-188- 0.61% |
$30.5K - $33.9K
|
30.4K
$7.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-190- 2.61% |
$30.8K - $34.2K
|
7.09K
$1.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-190- 0.58% |
$30.8K - $34.2K
|
32.4K
$7.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-192- 0.89% |
$31.1K - $34.6K
|
21.4K
$4.93M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-193- 11.89% |
$31.3K - $34.8K
|
1.43K
$330K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-194- 5.81% |
$31.4K - $35K
|
3.15K
$726K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-196- 1.63% |
$31.7K - $35.3K
|
11.9K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-197- 4.13% |
$31.9K - $35.5K
|
4.58K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-197- 8.97% |
$31.9K - $35.5K
|
2K
$462K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-197- 2.5% |
$31.9K - $35.5K
|
7.7K
$1.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-198- 7.76% |
$32.1K - $35.7K
|
2.35K
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-198- 5.52% |
$32.1K - $35.7K
|
3.39K
$782K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 3.58% |
$32.4K - $36.1K
|
5.38K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-200- 8.42% |
$32.4K - $36.1K
|
2.18K
$502K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-200- 7.99% |
$32.4K - $36.1K
|
2.3K
$532K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-203- 40.2% |
$32.9K - $36.6K
|
302
$69.7K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-207- 14.11% |
$33.5K - $37.3K
|
1.26K
$291K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-212- 4.82% |
$34.3K - $38.2K
|
4.19K
$967K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-213- 5.19% |
$34.5K - $38.4K
|
3.89K
$897K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-214- 1.25% |
$34.7K - $38.6K
|
16.9K
$3.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-219- 0.86% |
$35.5K - $39.5K
|
25.1K
$5.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-220- 2.91% |
$35.6K - $39.7K
|
7.34K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-221- 0.89% |
$35.8K - $39.8K
|
24.7K
$5.7M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-225- 37.5% |
$36.4K - $40.6K
|
375
$86.6K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-226- 4.45% |
$36.6K - $40.7K
|
4.85K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-226- 6.89% |
$36.6K - $40.7K
|
3.06K
$705K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-226- 3.71% |
$36.6K - $40.7K
|
5.87K
$1.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-229- 44.64% |
$37.1K - $41.3K
|
284
$65.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-230- 1.59% |
$37.3K - $41.5K
|
14.2K
$3.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-231- 6.92% |
$37.4K - $41.6K
|
3.11K
$717K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-232- 1.06% |
$37.6K - $41.8K
|
21.7K
$5.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-235- 1.33% |
$38.1K - $42.4K
|
17.4K
$4.01M
|