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 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.42KNew |
$230K - $256K
|
1.42K
$330K
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.41K+ 2.35% |
$229K - $254K
|
61.6K
$14.3M
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.4KNew |
$227K - $252K
|
1.4K
$326K
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.39KNew |
$224K - $250K
|
1.39K
$322K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.38K+ 6.86% |
$224K - $249K
|
21.5K
$5M
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.37K+ 67.21% |
$222K - $247K
|
3.42K
$795K
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.35K+ 3.79% |
$218K - $243K
|
36.9K
$8.6M
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.34K+ 0.67% |
$217K - $242K
|
200K
$46.6M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.33K+ 3.35% |
$216K - $240K
|
41.1K
$9.58M
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 0.67% |
$216K - $240K
|
201K
$46.7M
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
1.33K+ 3.64% |
$215K - $239K
|
37.8K
$8.8M
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.32KNew |
$214K - $238K
|
1.32K
$308K
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.3K+ 12.23% |
$210K - $233K
|
11.9K
$2.77M
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.27KNew |
$206K - $229K
|
1.27K
$296K
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.27K+ 2.21% |
$206K - $229K
|
58.6K
$13.7M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.27KNew |
$206K - $229K
|
1.27K
$295K
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.27KNew |
$205K - $229K
|
1.27K
$295K
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.26KNew |
$204K - $227K
|
1.26K
$294K
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.25KNew |
$203K - $226K
|
1.25K
$292K
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
1.24KNew |
$201K - $223K
|
1.24K
$288K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.23K+ 2.16% |
$199K - $221K
|
58.2K
$13.6M
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.2K+ 2400.0% |
$194K - $216K
|
1.25K
$291K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.19K+ 5.87% |
$193K - $215K
|
21.5K
$5.01M
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.18K+ 55.02% |
$192K - $213K
|
3.33K
$776K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.18K+ 2.27% |
$191K - $213K
|
53.2K
$12.4M
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.17K+ 5.03% |
$190K - $211K
|
24.4K
$5.68M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.16K+ 8.91% |
$188K - $209K
|
14.2K
$3.3M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.14K+ 9.25% |
$185K - $206K
|
13.5K
$3.15M
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.13K+ 59.87% |
$184K - $204K
|
3.03K
$705K
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.13KNew |
$183K - $203K
|
1.13K
$263K
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
1.12K+ 3.19% |
$181K - $202K
|
36.2K
$8.43M
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.11K+ 20.48% |
$180K - $201K
|
6.55K
$1.52M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.1K+ 73.58% |
$178K - $198K
|
2.6K
$604K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.08K+ 3.5% |
$175K - $195K
|
32K
$7.46M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 1.98% |
$175K - $195K
|
55.6K
$13M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.07K+ 62.3% |
$173K - $193K
|
2.79K
$650K
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.07K+ 5.42% |
$173K - $193K
|
20.8K
$4.84M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.07K+ 17.5% |
$173K - $193K
|
7.19K
$1.67M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.06K+ 13.08% |
$172K - $192K
|
9.19K
$2.14M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.05K+ 5.09% |
$170K - $189K
|
21.7K
$5.04M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 5.4% |
$167K - $186K
|
20.2K
$4.69M
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.03K+ 355.02% |
$166K - $185K
|
1.32K
$306K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.02K+ 1.68% |
$165K - $184K
|
61.8K
$14.4M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.02K+ 0.85% |
$164K - $183K
|
120K
$27.9M
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 9.92% |
$164K - $183K
|
11.2K
$2.62M
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.01K+ 55.82% |
$164K - $182K
|
2.83K
$658K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 6.11% |
$163K - $182K
|
17.5K
$4.07M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1K+ 7.83% |
$162K - $180K
|
13.8K
$3.21M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1K+ 2.4% |
$162K - $180K
|
42.6K
$9.93M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
998+ 7.22% |
$162K - $180K
|
14.8K
$3.45M
|