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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
129+ 0.52% |
$25.5K - $30.7K
|
24.9K
$5.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
129+ 0.34% |
$25.5K - $30.7K
|
37.9K
$9.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
127+ 0.89% |
$25.1K - $30.2K
|
14.5K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
126+ 1.84% |
$24.9K - $29.9K
|
6.99K
$1.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
125+ 0.06% |
$24.7K - $29.7K
|
201K
$48M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
122+ 1.57% |
$24.1K - $29K
|
7.9K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
122+ 0.46% |
$24.1K - $29K
|
26.5K
$6.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
119+ 9.77% |
$23.5K - $28.3K
|
1.34K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
119+ 2.0% |
$23.5K - $28.3K
|
6.06K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
119+ 0.58% |
$23.5K - $28.3K
|
20.5K
$4.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
117+ 19.53% |
$23.1K - $27.8K
|
716
$171K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
115+ 0.36% |
$22.7K - $27.3K
|
31.9K
$7.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
114+ 0.89% |
$22.5K - $27.1K
|
12.9K
$3.09M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
113+ 0.11% |
$22.3K - $26.9K
|
104K
$24.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
111+ 10.58% |
$21.9K - $26.4K
|
1.16K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
111+ 2.9% |
$21.9K - $26.4K
|
3.93K
$941K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
111+ 0.71% |
$21.9K - $26.4K
|
15.9K
$3.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
110+ 36.54% |
$21.7K - $26.1K
|
411
$98.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
109+ 8.22% |
$21.5K - $25.9K
|
1.44K
$343K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
108+ 9.5% |
$21.3K - $25.7K
|
1.25K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
107+ 1.57% |
$21.1K - $25.4K
|
6.93K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
105+ 1.85% |
$20.7K - $25K
|
5.77K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
102+ 11.22% |
$20.1K - $24.2K
|
1.01K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
101+ 10.29% |
$19.9K - $24K
|
1.08K
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
101+ 202.0% |
$19.9K - $24K
|
151
$36.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.72% |
$19.7K - $23.8K
|
14K
$3.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
100+ 2.4% |
$19.7K - $23.8K
|
4.27K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
100+ 7.58% |
$19.7K - $23.8K
|
1.42K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
100+ 0.25% |
$19.7K - $23.8K
|
40.6K
$9.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
100+ 7.28% |
$19.7K - $23.8K
|
1.47K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
100+ 27.55% |
$19.7K - $23.8K
|
463
$111K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
97+ 0.66% |
$19.1K - $23.1K
|
14.8K
$3.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
96+ 8.05% |
$18.9K - $22.8K
|
1.29K
$308K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
95+ 5.0% |
$18.7K - $22.6K
|
1.99K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
95+ 0.46% |
$18.7K - $22.6K
|
20.5K
$4.91M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
92+ 1.68% |
$18.2K - $21.9K
|
5.58K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
90+ 0.66% |
$17.8K - $21.4K
|
13.7K
$3.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
89+ 1.61% |
$17.6K - $21.2K
|
5.6K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
86+ 0.96% |
$17K - $20.4K
|
9.07K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
85+ 8.17% |
$16.8K - $20.2K
|
1.13K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
85+ 1.95% |
$16.8K - $20.2K
|
4.45K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
84+ 2.75% |
$16.6K - $20K
|
3.14K
$752K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83+ 1.81% |
$16.4K - $19.7K
|
4.66K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
82+ 15.83% |
$16.2K - $19.5K
|
600
$144K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
80New |
$15.8K - $19K
|
80
$19.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
77+ 1.23% |
$15.2K - $18.3K
|
6.33K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
77+ 1.07% |
$15.2K - $18.3K
|
7.27K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
76+ 37.44% |
$15K - $18.1K
|
279
$66.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73+ 1.64% |
$14.4K - $17.4K
|
4.53K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
72+ 4.77% |
$14.2K - $17.1K
|
1.58K
$378K
|