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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-237- 5.86% |
$38.4K - $42.7K
|
3.81K
$879K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-237- 0.77% |
$38.4K - $42.7K
|
30.7K
$7.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-238- 1.27% |
$38.5K - $42.9K
|
18.5K
$4.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
SELL
|
- |
-242- 0.86% |
$39.2K - $43.6K
|
27.8K
$6.42M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-245- 4.16% |
$39.7K - $44.2K
|
5.64K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-245- 0.43% |
$39.7K - $44.2K
|
57.3K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-247- 2.66% |
$40K - $44.5K
|
9.03K
$2.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 7.87% |
$40.5K - $45.1K
|
2.93K
$675K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-251- 0.07% |
$40.7K - $45.2K
|
371K
$85.7M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-252- 0.13% |
$40.8K - $45.4K
|
192K
$44.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-259- 2.9% |
$42K - $46.7K
|
8.66K
$2M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-260- 3.29% |
$42.1K - $46.9K
|
7.65K
$1.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-260- 1.06% |
$42.1K - $46.9K
|
24.2K
$5.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-261- 1.99% |
$42.3K - $47K
|
12.9K
$2.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-262- 15.29% |
$42.4K - $47.2K
|
1.45K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-264- 9.76% |
$42.8K - $47.6K
|
2.44K
$563K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-265- 4.14% |
$42.9K - $47.8K
|
6.14K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-265- 1.27% |
$42.9K - $47.8K
|
20.7K
$4.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-266- 7.23% |
$43.1K - $47.9K
|
3.42K
$788K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-266- 3.38% |
$43.1K - $47.9K
|
7.6K
$1.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-271- 0.49% |
$43.9K - $48.9K
|
55.1K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-272- 4.92% |
$44.1K - $49K
|
5.25K
$1.21M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-273- 1.39% |
$44.2K - $49.2K
|
19.4K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-274- 0.21% |
$44.4K - $49.4K
|
129K
$29.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-275- 1.68% |
$44.5K - $49.6K
|
16.1K
$3.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-275- 2.21% |
$44.5K - $49.6K
|
12.2K
$2.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-275- 0.55% |
$44.5K - $49.6K
|
50.1K
$11.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-275- 3.38% |
$44.5K - $49.6K
|
7.87K
$1.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-280- 2.77% |
$45.4K - $50.5K
|
9.85K
$2.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-285- 0.73% |
$46.2K - $51.4K
|
39K
$9M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-290- 6.99% |
$47K - $52.3K
|
3.86K
$890K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-291- 0.56% |
$47.1K - $52.5K
|
51.7K
$11.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-292- 0.43% |
$47.3K - $52.6K
|
67.2K
$15.5M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-295- 15.02% |
$47.8K - $53.2K
|
1.67K
$385K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-295- 21.41% |
$47.8K - $53.2K
|
1.08K
$250K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-296- 13.44% |
$47.9K - $53.4K
|
1.91K
$440K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-299- 4.02% |
$48.4K - $53.9K
|
7.14K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-300- 7.89% |
$48.6K - $54.1K
|
3.5K
$808K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-305- 5.47% |
$49.4K - $55K
|
5.27K
$1.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-317- 1.52% |
$51.3K - $57.1K
|
20.6K
$4.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-321- 5.51% |
$52K - $57.9K
|
5.51K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-324- 0.61% |
$52.5K - $58.4K
|
52.6K
$12.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-325- 0.56% |
$52.6K - $58.6K
|
58.1K
$13.4M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-327- 9.0% |
$53K - $58.9K
|
3.31K
$763K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-329- 1.82% |
$53.3K - $59.3K
|
17.7K
$4.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-331- 26.89% |
$53.6K - $59.7K
|
900
$208K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-333- 78.72% |
$53.9K - $60K
|
90
$20.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-337- 7.67% |
$54.6K - $60.7K
|
4.06K
$936K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-337- 9.5% |
$54.6K - $60.7K
|
3.21K
$741K
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-345- 2.76% |
$55.9K - $62.2K
|
12.1K
$2.8M
|