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 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-880- 3.88% |
$143K - $159K
|
21.8K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-885- 32.95% |
$143K - $160K
|
1.8K
$416K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-891- 2.6% |
$144K - $161K
|
33.4K
$7.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-903- 0.26% |
$146K - $163K
|
350K
$80.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-904- 3.25% |
$146K - $163K
|
26.9K
$6.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-909- 18.53% |
$147K - $164K
|
4K
$923K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-910- 2.2% |
$147K - $164K
|
40.5K
$9.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-926- 1.97% |
$150K - $167K
|
46K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-934- 81.71% |
$151K - $168K
|
209
$48.2K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-951- 9.36% |
$154K - $171K
|
9.2K
$2.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-964- 13.62% |
$156K - $174K
|
6.11K
$1.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-967- 4.65% |
$157K - $174K
|
19.8K
$4.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-973- 3.91% |
$158K - $175K
|
23.9K
$5.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-977- 47.8% |
$158K - $176K
|
1.07K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1K- 5.86% |
$162K - $180K
|
16.1K
$3.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 24.74% |
$163K - $181K
|
3.06K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.01K- 30.67% |
$163K - $182K
|
2.28K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.02K- 8.33% |
$165K - $184K
|
11.2K
$2.59M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.03K- 4.43% |
$166K - $185K
|
22.1K
$5.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 21.2% |
$167K - $185K
|
3.82K
$882K
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.04K- 64.44% |
$168K - $187K
|
574
$132K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.04K- 5.27% |
$169K - $188K
|
18.7K
$4.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 5.56% |
$170K - $190K
|
17.9K
$4.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.06K- 26.04% |
$172K - $191K
|
3.01K
$695K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.08K- 8.07% |
$175K - $195K
|
12.3K
$2.84M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.08K- 36.73% |
$175K - $195K
|
1.86K
$430K
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-1.09K- 0.82% |
$176K - $196K
|
131K
$30.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.09K- 8.68% |
$176K - $196K
|
11.5K
$2.64M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.09K- 8.16% |
$176K - $196K
|
12.3K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.11K- 0.48% |
$180K - $200K
|
229K
$53M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.13K- 1.58% |
$182K - $203K
|
70K
$16.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.15K- 6.41% |
$186K - $207K
|
16.7K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.17K- 7.53% |
$189K - $211K
|
14.4K
$3.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.17K- 6.55% |
$190K - $212K
|
16.7K
$3.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 5.93% |
$195K - $217K
|
19.1K
$4.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.21K- 13.84% |
$196K - $218K
|
7.53K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.21K- 36.81% |
$196K - $219K
|
2.08K
$481K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.22K- 1.09% |
$198K - $221K
|
111K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.24K- 12.0% |
$201K - $223K
|
9.08K
$2.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.24K- 46.82% |
$201K - $224K
|
1.41K
$326K
|
|
|
Nov 03, 2023
Q3 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.26K- 0.37% |
$204K - $227K
|
334K
$77.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.27K- 17.72% |
$205K - $228K
|
5.88K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.27K- 3.04% |
$206K - $229K
|
40.6K
$9.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.28K- 1.46% |
$207K - $230K
|
86.4K
$19.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.29K- 19.38% |
$209K - $233K
|
5.37K
$1.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.29K- 14.05% |
$209K - $233K
|
7.9K
$1.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.3K- 37.5% |
$211K - $234K
|
2.17K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.31K- 0.08% |
$213K - $237K
|
1.55M
$357M
|
|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.31K- 25.68% |
$213K - $237K
|
3.8K
$878K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.33K- 3.64% |
$215K - $239K
|
35.1K
$8.11M
|