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 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-609- 6.74% |
$98.6K - $110K
|
8.43K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-624- 0.45% |
$101K - $112K
|
138K
$31.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-630- 1.28% |
$102K - $114K
|
48.7K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-630- 0.33% |
$102K - $114K
|
191K
$44M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-631- 6.3% |
$102K - $114K
|
9.39K
$2.17M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-633- 2.78% |
$103K - $114K
|
22.1K
$5.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-635- 59.01% |
$103K - $114K
|
441
$102K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-637- 1.96% |
$103K - $115K
|
31.8K
$7.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-641- 3.17% |
$104K - $116K
|
19.6K
$4.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-666- 0.35% |
$108K - $120K
|
192K
$44.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-670- 3.18% |
$109K - $121K
|
20.4K
$4.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-685- 7.15% |
$111K - $123K
|
8.9K
$2.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-700- 21.96% |
$113K - $126K
|
2.49K
$574K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-700- 8.47% |
$113K - $126K
|
7.57K
$1.75M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-700- 28.06% |
$113K - $126K
|
1.8K
$414K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-705- 0.95% |
$114K - $127K
|
73.2K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-709- 56.09% |
$115K - $128K
|
555
$128K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-715- 0.3% |
$116K - $129K
|
239K
$55.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-725- 3.11% |
$117K - $131K
|
22.6K
$5.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-730- 20.73% |
$118K - $132K
|
2.79K
$644K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-730- 1.75% |
$118K - $132K
|
41.1K
$9.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-734- 8.45% |
$119K - $132K
|
7.95K
$1.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-748- 2.9% |
$121K - $135K
|
25.1K
$5.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-757- 6.66% |
$123K - $136K
|
10.6K
$2.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-760- 6.23% |
$123K - $137K
|
11.4K
$2.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-765- 16.03% |
$124K - $138K
|
4.01K
$925K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-765- 16.03% |
$124K - $138K
|
4.01K
$925K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-773- 2.78% |
$125K - $139K
|
27K
$6.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-790- 4.58% |
$128K - $142K
|
16.4K
$3.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-792- 2.98% |
$128K - $143K
|
25.7K
$5.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-793- 38.11% |
$128K - $143K
|
1.29K
$297K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-795- 14.2% |
$129K - $143K
|
4.8K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-800- 11.22% |
$130K - $144K
|
6.33K
$1.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-800- 20.07% |
$130K - $144K
|
3.19K
$736K
|
|
|
Nov 13, 2023
Q3 2023
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-800- 8.0% |
$130K - $144K
|
9.2K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-800- 2.53% |
$130K - $144K
|
30.9K
$7.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-804- 17.43% |
$130K - $145K
|
3.81K
$879K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-807- 1.05% |
$131K - $145K
|
75.8K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-820- 20.43% |
$133K - $148K
|
3.19K
$737K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-823- 2.22% |
$133K - $148K
|
36.3K
$8.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-828- 8.34% |
$134K - $149K
|
9.1K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-828- 6.39% |
$134K - $149K
|
12.1K
$2.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-829- 16.13% |
$134K - $149K
|
4.31K
$995K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-840- 21.51% |
$136K - $151K
|
3.07K
$708K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-842- 12.95% |
$136K - $152K
|
5.66K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-842- 1.69% |
$136K - $152K
|
48.9K
$11.3M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-847- 2.77% |
$137K - $153K
|
29.7K
$6.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-857- 37.72% |
$139K - $154K
|
1.42K
$327K
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-864- 5.02% |
$140K - $156K
|
16.4K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-873- 10.96% |
$141K - $157K
|
7.09K
$1.64M
|