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 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11+ 0.88% |
$2.17K - $2.61K
|
1.26K
$302K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
11+ 0.27% |
$2.17K - $2.61K
|
4.07K
$973K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
11+ 0.64% |
$2.17K - $2.61K
|
1.73K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.12% |
$2.17K - $2.61K
|
8.87K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.36% |
$1.97K - $2.38K
|
2.79K
$669K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10+ 0.71% |
$1.97K - $2.38K
|
1.42K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10+ 16.39% |
$1.97K - $2.38K
|
71
$17K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
8+ 0.06% |
$1.58K - $1.9K
|
14.4K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8+ 0.24% |
$1.58K - $1.9K
|
3.34K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7+ 19.44% |
$1.38K - $1.66K
|
43
$10.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6New |
$1.18K - $1.43K
|
6
$1.44K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
6+ 0.31% |
$1.18K - $1.43K
|
1.97K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.17% |
$1.18K - $1.43K
|
3.6K
$862K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.08% |
$987 - $1.19K
|
5.97K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.16% |
$987 - $1.19K
|
3.12K
$745K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 10.87% |
$987 - $1.19K
|
51
$12.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
5+ 0.2% |
$987 - $1.19K
|
2.54K
$608K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.11% |
$789 - $951
|
3.6K
$862K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
4+ 0.19% |
$789 - $951
|
2.1K
$503K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$789 - $951
|
2.05K
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4+ 0.14% |
$789 - $951
|
2.87K
$687K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4+ 0.16% |
$789 - $951
|
2.48K
$593K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4New |
$789 - $951
|
4
$957
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.22% |
$789 - $951
|
1.86K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.09% |
$789 - $951
|
4.64K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4+ 0.27% |
$789 - $951
|
1.48K
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.13% |
$592 - $713
|
2.38K
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$592 - $713
|
3.39K
$811K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3+ 0.1% |
$592 - $713
|
2.9K
$693K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.17% |
$592 - $713
|
1.77K
$423K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3+ 0.06% |
$592 - $713
|
4.77K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3+ 0.08% |
$592 - $713
|
3.57K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3+ 0.2% |
$592 - $713
|
1.52K
$363K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.05% |
$395 - $475
|
3.82K
$914K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$395 - $475
|
1.35K
$323K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$395 - $475
|
14.5K
$3.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2+ 0.03% |
$395 - $475
|
7.33K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.12% |
$395 - $475
|
1.71K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$395 - $475
|
4.22K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.24% |
$395 - $475
|
847
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2+ 0.06% |
$395 - $475
|
3.44K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2+ 0.14% |
$395 - $475
|
1.41K
$338K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.16% |
$395 - $475
|
1.27K
$303K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
2+ 0.13% |
$395 - $475
|
1.6K
$383K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1+ 0.06% |
$197 - $238
|
1.76K
$421K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.46% |
$197 - $238
|
218
$52.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$197 - $238
|
14.8K
$3.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$197 - $238
|
3.32K
$794K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.09% |
$197 - $238
|
1.12K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$197 - $238
|
1.42K
$339K
|