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
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
661
+ 0.52%
$107K - $119K
129K $29.8M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
659
+ 8.83%
$107K - $119K
8.12K $1.87M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
634
+ 4.34%
$103K - $114K
15.2K $3.52M
Nov 17, 2023 Q3 2023
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
633
New
$103K - $114K
633 $146K
Nov 09, 2023 Q3 2023
Rollins Financial

BUY
 -
623
+ 3.19%
$101K - $112K
20.2K $4.65M
Nov 08, 2023 Q3 2023
Heritage Wealth Advisors

BUY
 -
615
+ 3.16%
$99.6K - $111K
20.1K $4.64M
Dec 12, 2024 Q3 2023
Heritage Wealth Advisors

BUY
 -
615
+ 3.16%
$99.6K - $111K
20.1K $4.64M
Oct 26, 2023 Q3 2023
Duncker Streett & CO Inc

BUY
 -
612
+ 2.13%
$99.1K - $110K
29.3K $6.76M
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
609
+ 1.33%
$98.6K - $110K
46.4K $10.7M
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
598
+ 22.63%
$96.9K - $108K
3.24K $748K
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
591
+ 0.95%
$95.7K - $107K
62.7K $14.5M
Oct 24, 2023 Q3 2023
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
579
+ 1.38%
$93.8K - $104K
42.6K $9.83M
Nov 01, 2023 Q3 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
565
+ 0.55%
$91.5K - $102K
104K $24M
Nov 02, 2023 Q3 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
565
+ 33.31%
$91.5K - $102K
2.26K $522K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
560
+ 6.49%
$90.7K - $101K
9.19K $2.12M
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

BUY
 -
559
+ 13.82%
$90.5K - $101K
4.61K $1.06M
Nov 09, 2023 Q3 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
550
+ 10.26%
$89.1K - $99.1K
5.91K $1.36M
Nov 14, 2023 Q3 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
550
+ 6.05%
$89.1K - $99.1K
9.64K $2.22M
Nov 08, 2023 Q3 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
545
+ 1.32%
$88.3K - $98.2K
42K $9.69M
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
531
+ 11.05%
$86K - $95.7K
5.34K $1.23M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
529
+ 4.85%
$85.7K - $95.4K
11.4K $2.64M
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
522
+ 4.57%
$84.5K - $94.1K
11.9K $2.75M
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
519
+ 2.78%
$84.1K - $93.6K
19.2K $4.42M
Nov 14, 2023 Q3 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
517
+ 8.17%
$83.7K - $93.2K
6.84K $1.58M
Nov 03, 2023 Q3 2023
Black Diamond Financial, LLC

BUY
 -
515
+ 7.8%
$83.4K - $92.8K
7.12K $1.64M
Nov 15, 2023 Q3 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
515
+ 12.81%
$83.4K - $92.8K
4.53K $1.05M
Oct 12, 2023 Q3 2023
Toth Financial Advisory Corp

BUY
 -
508
+ 0.86%
$82.3K - $91.6K
59.3K $13.7M
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
500
+ 23.7%
$81K - $90.1K
2.61K $602K
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
493
+ 11.0%
$79.9K - $88.9K
4.98K $1.15M
Oct 12, 2023 Q3 2023
Mc Guire Investment Group, LLC

BUY
 -
491
+ 5.57%
$79.5K - $88.5K
9.31K $2.15M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
485
+ 4.31%
$78.6K - $87.4K
11.7K $2.71M
Oct 04, 2023 Q3 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
484
+ 9.56%
$78.4K - $87.2K
5.55K $1.28M
Oct 19, 2023 Q3 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
483
+ 3.29%
$78.2K - $87.1K
15.2K $3.51M
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
482
+ 35.49%
$78.1K - $86.9K
1.84K $425K
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

BUY
 -
477
+ 7.82%
$77.3K - $86K
6.58K $1.52M
Oct 27, 2023 Q3 2023
Patten & Patten Inc

BUY
 -
466
+ 2.86%
$75.5K - $84K
16.7K $3.86M
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
465
+ 28.44%
$75.3K - $83.8K
2.1K $485K
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
464
+ 17.81%
$75.2K - $83.6K
3.07K $708K
Dec 08, 2023 Q3 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
461
+ 1.28%
$74.7K - $83.1K
36.4K $8.4M
Nov 02, 2023 Q3 2023
Diversified, LLC

BUY
 -
455
+ 13.83%
$73.7K - $82K
3.75K $864K
Oct 24, 2023 Q3 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
450
+ 4.99%
$72.9K - $81.1K
9.46K $2.18M
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
449
+ 21.81%
$72.7K - $80.9K
2.51K $579K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
447
+ 16.85%
$72.4K - $80.6K
3.1K $716K
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
435
+ 5.03%
$70.5K - $78.4K
9.09K $2.1M
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
434
+ 8.98%
$70.3K - $78.2K
5.27K $1.22M
Oct 02, 2023 Q3 2023
Park National Corp

BUY
 -
422
+ 36.47%
$68.4K - $76.1K
1.58K $364K
Nov 09, 2023 Q3 2023
Arrow Financial Corp

BUY
 -
415
+ 2.8%
$67.2K - $74.8K
15.2K $3.52M
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
407
+ 20.9%
$65.9K - $73.4K
2.35K $543K
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

BUY
 -
405
+ 65.22%
$65.6K - $73K
1.03K $237K

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