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 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
70+ 2.83% |
$13.8K - $16.6K
|
2.55K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
70+ 6.39% |
$13.8K - $16.6K
|
1.17K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
70+ 5.48% |
$13.8K - $16.6K
|
1.35K
$322K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
69+ 2.37% |
$13.6K - $16.4K
|
2.98K
$713K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
67+ 1.69% |
$13.2K - $15.9K
|
4.03K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
67+ 0.32% |
$13.2K - $15.9K
|
20.9K
$4.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
67+ 1.63% |
$13.2K - $15.9K
|
4.17K
$997K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
66New |
$13K - $15.7K
|
66
$15.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
65+ 0.12% |
$12.8K - $15.4K
|
55.8K
$13.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
64+ 0.43% |
$12.6K - $15.2K
|
15.1K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
62+ 0.18% |
$12.2K - $14.7K
|
35.1K
$8.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
62+ 6.1% |
$12.2K - $14.7K
|
1.08K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
60+ 1.94% |
$11.8K - $14.3K
|
3.15K
$754K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
60+ 1.22% |
$11.8K - $14.3K
|
4.98K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
60+ 0.25% |
$11.8K - $14.3K
|
24.3K
$5.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
60New |
$11.8K - $14.3K
|
60
$14.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
59+ 90.77% |
$11.6K - $14K
|
124
$29.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
59+ 6.13% |
$11.6K - $14K
|
1.02K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59+ 1.09% |
$11.6K - $14K
|
5.45K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
59+ 3.37% |
$11.6K - $14K
|
1.81K
$433K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
58+ 3.74% |
$11.4K - $13.8K
|
1.61K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
56+ 1.96% |
$11.1K - $13.3K
|
2.92K
$699K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
54+ 4.27% |
$10.7K - $12.8K
|
1.32K
$316K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
50+ 2.67% |
$9.87K - $11.9K
|
1.93K
$461K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
50+ 1.44% |
$9.87K - $11.9K
|
3.53K
$845K
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
49+ 0.43% |
$9.67K - $11.6K
|
11.6K
$2.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
49+ 4.79% |
$9.67K - $11.6K
|
1.07K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
49+ 2.25% |
$9.67K - $11.6K
|
2.23K
$534K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
49+ 0.13% |
$9.67K - $11.6K
|
37K
$8.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
48+ 1.3% |
$9.47K - $11.4K
|
3.74K
$894K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
47+ 2.33% |
$9.27K - $11.2K
|
2.06K
$493K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
47+ 0.47% |
$9.27K - $11.2K
|
10K
$2.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
47+ 0.26% |
$9.27K - $11.2K
|
18.4K
$4.39M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
46+ 0.43% |
$9.08K - $10.9K
|
10.8K
$2.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
45+ 0.18% |
$8.88K - $10.7K
|
25.1K
$6M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
45+ 3.03% |
$8.88K - $10.7K
|
1.53K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
44+ 16.06% |
$8.68K - $10.5K
|
318
$76.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
43+ 0.27% |
$8.49K - $10.2K
|
16.1K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
43+ 2.13% |
$8.49K - $10.2K
|
2.06K
$492K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
42+ 0.22% |
$8.29K - $9.98K
|
19.1K
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
42+ 1.62% |
$8.29K - $9.98K
|
2.63K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
42+ 1.52% |
$8.29K - $9.98K
|
2.8K
$671K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
41+ 0.3% |
$8.09K - $9.74K
|
13.9K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
41+ 0.82% |
$8.09K - $9.74K
|
5.03K
$1.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
40+ 0.25% |
$7.89K - $9.51K
|
16.4K
$3.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
40+ 0.53% |
$7.89K - $9.51K
|
7.54K
$1.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
40+ 5.59% |
$7.89K - $9.51K
|
755
$181K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
40+ 1.38% |
$7.89K - $9.51K
|
2.94K
$704K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
40+ 0.62% |
$7.89K - $9.51K
|
6.47K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
40+ 2.01% |
$7.89K - $9.51K
|
2.04K
$487K
|