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 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-345- 2.52% |
$55.9K - $62.2K
|
13.3K
$3.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-359- 2.69% |
$58.1K - $64.7K
|
13K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-366- 54.14% |
$59.3K - $66K
|
310
$71.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-368- 11.58% |
$59.6K - $66.3K
|
2.81K
$649K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-369- 5.17% |
$59.8K - $66.5K
|
6.76K
$1.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-370- 12.41% |
$59.9K - $66.7K
|
2.61K
$603K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-380- 1.42% |
$61.5K - $68.5K
|
26.3K
$6.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-382- 13.09% |
$61.9K - $68.9K
|
2.54K
$586K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-393- 0.38% |
$63.7K - $70.8K
|
104K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-397- 5.96% |
$64.3K - $71.6K
|
6.26K
$1.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-400- 18.48% |
$64.8K - $72.1K
|
1.76K
$407K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-404- 9.93% |
$65.4K - $72.8K
|
3.66K
$845K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-404- 8.59% |
$65.4K - $72.8K
|
4.3K
$992K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-405- 15.89% |
$65.6K - $73K
|
2.14K
$495K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-406- 1.8% |
$65.8K - $73.2K
|
22.2K
$5.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-406- 15.07% |
$65.8K - $73.2K
|
2.29K
$528K
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-409- 9.56% |
$66.2K - $73.7K
|
3.87K
$893K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-409- 2.74% |
$66.2K - $73.7K
|
14.5K
$3.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-413- 0.79% |
$66.9K - $74.4K
|
51.9K
$12M
|
|
|
Nov 07, 2023
Q3 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-413- 2.2% |
$66.9K - $74.4K
|
18.4K
$4.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-417- 4.68% |
$67.5K - $75.2K
|
8.49K
$1.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-420- 15.58% |
$68K - $75.7K
|
2.28K
$525K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-425- 1.15% |
$68.8K - $76.6K
|
36.6K
$8.46M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-429- 2.59% |
$69.5K - $77.3K
|
16.1K
$3.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-444- 1.66% |
$71.9K - $80K
|
26.4K
$6.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-451- 14.1% |
$73K - $81.3K
|
2.75K
$634K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-454- 2.41% |
$73.5K - $81.8K
|
18.4K
$4.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-462- 1.2% |
$74.8K - $83.3K
|
38.1K
$8.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-479- 11.93% |
$77.6K - $86.3K
|
3.54K
$816K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-485- 3.13% |
$78.6K - $87.4K
|
15K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-490- 26.3% |
$79.4K - $88.3K
|
1.37K
$317K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-494- 16.57% |
$80K - $89K
|
2.49K
$574K
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-494- 0.26% |
$80K - $89K
|
193K
$44.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-500- 7.67% |
$81K - $90.1K
|
6.02K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-500- 5.05% |
$81K - $90.1K
|
9.41K
$2.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-503- 5.02% |
$81.5K - $90.7K
|
9.53K
$2.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-507- 4.23% |
$82.1K - $91.4K
|
11.5K
$2.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-520- 2.36% |
$84.2K - $93.7K
|
21.6K
$4.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-520- 2.7% |
$84.2K - $93.7K
|
18.7K
$4.32M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-526- 0.78% |
$85.2K - $94.8K
|
67.3K
$15.5M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-528- 20.06% |
$85.5K - $95.2K
|
2.1K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-530- 7.66% |
$85.8K - $95.5K
|
6.39K
$1.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-544- 16.53% |
$88.1K - $98.1K
|
2.75K
$634K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-547- 2.49% |
$88.6K - $98.6K
|
21.4K
$4.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-559- 21.39% |
$90.5K - $101K
|
2.05K
$474K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-572- 11.88% |
$92.6K - $103K
|
4.24K
$979K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-581- 25.38% |
$94.1K - $105K
|
1.71K
$394K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-584- 2.09% |
$94.6K - $105K
|
27.3K
$6.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-593- 5.55% |
$96K - $107K
|
10.1K
$2.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-607- 11.65% |
$98.3K - $109K
|
4.6K
$1.06M
|