Purchases and Sales Made in Q3 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q3 2024. 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 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
311+ 12.16% |
$61.4K - $73.9K
|
2.87K
$694K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
309+ 15.37% |
$61K - $73.4K
|
2.32K
$561K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
306+ 10.92% |
$60.4K - $72.7K
|
3.11K
$752K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
305New |
$60.2K - $72.5K
|
305
$73.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
303+ 10.93% |
$59.8K - $72K
|
3.07K
$743K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
301New |
$59.4K - $71.5K
|
301
$72.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
294+ 2.74% |
$58K - $69.9K
|
11K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
289+ 10.0% |
$57K - $68.7K
|
3.18K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
289+ 13.59% |
$57K - $68.7K
|
2.42K
$584K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
288+ 16.77% |
$56.8K - $68.5K
|
2.01K
$485K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
287+ 0.82% |
$56.6K - $68.2K
|
35.1K
$8.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
285+ 5.13% |
$56.2K - $67.7K
|
5.84K
$1.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
283+ 18.92% |
$55.8K - $67.3K
|
1.78K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
283+ 1.16% |
$55.8K - $67.3K
|
24.8K
$5.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
275+ 21.02% |
$54.3K - $65.4K
|
1.58K
$383K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
274+ 0.91% |
$54.1K - $65.1K
|
30.5K
$7.37M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
274+ 0.19% |
$54.1K - $65.1K
|
144K
$34.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
272+ 0.83% |
$53.7K - $64.6K
|
33.2K
$8.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
270+ 15.41% |
$53.3K - $64.2K
|
2.02K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
269+ 13.2% |
$53.1K - $63.9K
|
2.31K
$558K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
268New |
$52.9K - $63.7K
|
268
$64.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
266New |
$52.5K - $63.2K
|
266
$64.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
266+ 10.08% |
$52.5K - $63.2K
|
2.91K
$702K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
260+ 3.58% |
$51.3K - $61.8K
|
7.53K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
257+ 1.56% |
$50.7K - $61.1K
|
16.7K
$4.05M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
256+ 4.68% |
$50.5K - $60.8K
|
5.73K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
254+ 3.03% |
$50.1K - $60.4K
|
8.64K
$2.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
253+ 15.81% |
$49.9K - $60.1K
|
1.85K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
253+ 22.85% |
$49.9K - $60.1K
|
1.36K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
251+ 0.91% |
$49.5K - $59.7K
|
27.7K
$6.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
251+ 18.89% |
$49.5K - $59.7K
|
1.58K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
250+ 2.5% |
$49.3K - $59.4K
|
10.3K
$2.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
248+ 2.77% |
$48.9K - $58.9K
|
9.2K
$2.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
246+ 1.89% |
$48.5K - $58.5K
|
13.2K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
246+ 2.4% |
$48.5K - $58.5K
|
10.5K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
245+ 1.65% |
$48.3K - $58.2K
|
15.1K
$3.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
244+ 221.82% |
$48.2K - $58K
|
354
$85.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
242+ 10.16% |
$47.8K - $57.5K
|
2.63K
$635K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
240+ 2.47% |
$47.4K - $57K
|
9.97K
$2.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
235+ 18.29% |
$46.4K - $55.9K
|
1.52K
$368K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
230+ 6.11% |
$45.4K - $54.7K
|
3.99K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
230+ 59.43% |
$45.4K - $54.7K
|
617
$149K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
229+ 1.5% |
$45.2K - $54.4K
|
15.5K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
229New |
$45.2K - $54.4K
|
229
$55.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
229New |
$45.2K - $54.4K
|
229
$55.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
227+ 208.26% |
$44.8K - $54K
|
336
$81.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
225+ 3.32% |
$44.4K - $53.5K
|
7K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
225+ 19.84% |
$44.4K - $53.5K
|
1.36K
$329K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
221+ 1.22% |
$43.6K - $52.5K
|
18.3K
$4.42M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
221+ 10.53% |
$43.6K - $52.5K
|
2.32K
$561K
|