Purchases and Sales Made in Q3 2023 in Technology Sector Spdr (XLK)

XLK Quotes by TradingView

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 26, 2023 Q3 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
3.72K
+ 4.01%
$603K - $671K
96.6K $22.3M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
3.66K
+ 68.32%
$592K - $659K
9.01K $2.08M
Oct 10, 2023 Q3 2023
Long Run Wealth Advisors, LLC

BUY
 -
3.61K
+ 4.38%
$585K - $651K
86K $19.8M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
3.59K
+ 25.86%
$581K - $647K
17.5K $4.03M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
3.54K
+ 2.28%
$574K - $639K
159K $36.7M
Nov 14, 2023 Q3 2023
Css LLC

Chicago, IL
BUY
 -
3.5K
New
$567K - $631K
3.5K $808K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
3.41K
+ 61.3%
$552K - $615K
8.98K $2.07M
Nov 13, 2023 Q3 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
3.29K
+ 6.21%
$533K - $593K
56.3K $13M
Oct 18, 2023 Q3 2023
Occidental Asset Management, LLC

BUY
 -
3.27K
+ 20.08%
$530K - $590K
19.6K $4.52M
Nov 13, 2023 Q3 2023
Forte Capital LLC

BUY
 -
3.23K
New
$523K - $582K
3.23K $745K
Nov 14, 2023 Q3 2023
Nelson Capital Management, LLC

BUY
 -
3.13K
+ 12.15%
$506K - $564K
28.9K $6.66M
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
3.1K
+ 95.07%
$503K - $559K
6.37K $1.47M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
3.08K
+ 1900.0%
$499K - $555K
3.24K $748K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
2.97K
+ 6.48%
$481K - $535K
48.8K $11.3M
Nov 01, 2023 Q3 2023
Black Diamond Wealth Management Inc.

BUY
 -
2.96K
+ 37.75%
$480K - $534K
10.8K $2.49M
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
2.94K
+ 164.43%
$475K - $529K
4.72K $1.09M
Oct 19, 2023 Q3 2023
Shulman De Meo Asset Management LLC

BUY
 -
2.91K
+ 17.54%
$471K - $524K
19.5K $4.5M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
2.82K
+ 11.31%
$457K - $509K
27.8K $6.42M
Nov 14, 2023 Q3 2023
Menard Financial Group LLC

Houston, TX
BUY
 -
2.81K
+ 45.85%
$456K - $507K
8.95K $2.07M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.81K
+ 3.53%
$455K - $506K
82.3K $19M
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
2.8K
+ 31.74%
$453K - $504K
11.6K $2.68M
Nov 14, 2023 Q3 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
2.77K
+ 9.86%
$449K - $500K
30.9K $7.13M
Nov 03, 2023 Q3 2023
Fiducient Advisors LLC

BUY
 -
2.77K
New
$448K - $499K
2.77K $638K
Nov 08, 2023 Q3 2023
Banco Santander, S.A.

BUY
 -
2.73K
+ 15.15%
$442K - $492K
20.7K $4.79M
Nov 09, 2023 Q3 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
2.61K
+ 27.11%
$422K - $470K
12.2K $2.82M
Nov 13, 2023 Q3 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
2.6K
+ 84.11%
$421K - $468K
5.69K $1.31M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
2.58K
+ 3.92%
$417K - $465K
68.4K $15.8M
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
2.51K
+ 5.65%
$407K - $453K
46.9K $10.8M
Nov 07, 2023 Q3 2023
Univest Financial Corp

BUY
 -
2.51K
+ 96.13%
$407K - $453K
5.12K $1.18M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.49K
+ 25.15%
$404K - $449K
12.4K $2.86M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
2.45K
+ 7.51%
$397K - $442K
35.1K $8.09M
Oct 26, 2023 Q3 2023
First Merchants Corp

BUY
 -
2.43K
+ 7.74%
$393K - $437K
33.8K $7.79M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
2.41K
+ 7.83%
$390K - $434K
33.1K $7.64M
Nov 03, 2023 Q3 2023
Black Swift Group, LLC

Boulder, CO
BUY
 -
2.38K
+ 2.14%
$386K - $430K
114K $26.3M
Nov 14, 2023 Q3 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
2.35K
+ 73.51%
$381K - $424K
5.55K $1.28M
Nov 21, 2023 Q3 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
2.35K
+ 73.51%
$381K - $424K
5.55K $1.28M
Aug 06, 2024 Q3 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
2.35K
+ 73.51%
$381K - $424K
5.55K $1.28M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
2.32K
+ 45.23%
$375K - $417K
7.44K $1.72M
Feb 02, 2024 Q3 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
2.31K
+ 96.38%
$375K - $417K
4.71K $1.09M
Oct 13, 2023 Q3 2023
Collective Family Office LLC

BUY
 -
2.31K
+ 119.48%
$374K - $416K
4.24K $978K
Oct 10, 2023 Q3 2023
First Community Trust Na

BUY
 -
2.29K
New
$371K - $412K
2.29K $528K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
2.29K
+ 260.07%
$370K - $412K
3.17K $731K
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
2.26K
+ 9.68%
$366K - $407K
25.6K $5.91M
Oct 30, 2023 Q3 2023
Little House Capital LLC

Braintree, MA
BUY
 -
2.26K
New
$365K - $406K
2.26K $520K
Oct 26, 2023 Q3 2023
Xr Securities LLC

BUY
 -
2.25K
New
$364K - $406K
2.25K $519K
Oct 31, 2023 Q3 2023
Analyst Ims Investment Management Services Ltd.

BUY
 -
2.25K
+ 129.77%
$364K - $405K
3.98K $917K
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
2.2K
+ 167.35%
$356K - $396K
3.51K $811K
Nov 06, 2023 Q3 2023
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
2.2K
+ 10.23%
$356K - $396K
23.7K $5.46M
Nov 07, 2023 Q3 2023
Bank Of Marin

Novato, CA
BUY
 -
2.19K
+ 9.77%
$355K - $395K
24.7K $5.69M

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