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 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30- 0.25% |
$5.92K - $7.13K
|
12K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-30- 3.52% |
$5.92K - $7.13K
|
822
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-30- 0.54% |
$5.92K - $7.13K
|
5.51K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-31- 0.39% |
$6.12K - $7.37K
|
7.91K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-31- 4.92% |
$6.12K - $7.37K
|
599
$143K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-32- 0.31% |
$6.31K - $7.61K
|
10.4K
$2.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-32- 13.97% |
$6.31K - $7.61K
|
197
$47.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-33- 0.28% |
$6.51K - $7.84K
|
11.7K
$2.81M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-33- 2.08% |
$6.51K - $7.84K
|
1.55K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-34- 2.0% |
$6.71K - $8.08K
|
1.66K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-34- 2.75% |
$6.71K - $8.08K
|
1.2K
$287K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-35- 0.63% |
$6.91K - $8.32K
|
5.54K
$1.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-35- 0.21% |
$6.91K - $8.32K
|
16.5K
$3.96M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-35- 0.23% |
$6.91K - $8.32K
|
15.4K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-37- 0.72% |
$7.3K - $8.79K
|
5.12K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-37- 0.26% |
$7.3K - $8.79K
|
14.1K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-37- 1.36% |
$7.3K - $8.79K
|
2.68K
$642K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-38- 0.99% |
$7.5K - $9.03K
|
3.81K
$911K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-39- 1.19% |
$7.7K - $9.27K
|
3.25K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-40- 1.92% |
$7.89K - $9.51K
|
2.04K
$489K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-41- 3.61% |
$8.09K - $9.74K
|
1.1K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-41- 1.33% |
$8.09K - $9.74K
|
3.05K
$729K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-42- 4.46% |
$8.29K - $9.98K
|
899
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-42- 0.09% |
$8.29K - $9.98K
|
47.1K
$11.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-43- 1.65% |
$8.49K - $10.2K
|
2.56K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-44- 0.39% |
$8.68K - $10.5K
|
11.4K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-44- 1.11% |
$8.68K - $10.5K
|
3.92K
$937K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-45- 1.03% |
$8.88K - $10.7K
|
4.33K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-45- 1.52% |
$8.88K - $10.7K
|
2.92K
$698K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-45- 2.07% |
$8.88K - $10.7K
|
2.13K
$511K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-45- 4.18% |
$8.88K - $10.7K
|
1.03K
$247K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-46- 0.92% |
$9.08K - $10.9K
|
4.98K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-47- 1.51% |
$9.27K - $11.2K
|
3.07K
$735K
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-47- 4.17% |
$9.27K - $11.2K
|
1.08K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-47- 4.43% |
$9.27K - $11.2K
|
1.01K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-49- 1.85% |
$9.67K - $11.6K
|
2.61K
$624K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49- 1.11% |
$9.67K - $11.6K
|
4.35K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-49- 0.83% |
$9.67K - $11.6K
|
5.87K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-50- 2.47% |
$9.87K - $11.9K
|
1.97K
$472K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-51- 2.79% |
$10.1K - $12.1K
|
1.78K
$425K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-51- 1.24% |
$10.1K - $12.1K
|
4.08K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-51- 0.13% |
$10.1K - $12.1K
|
37.8K
$9.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-54- 1.26% |
$10.7K - $12.8K
|
4.23K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-58- 2.0% |
$11.4K - $13.8K
|
2.84K
$681K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-58- 0.19% |
$11.4K - $13.8K
|
29.9K
$7.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-58- 0.16% |
$11.4K - $13.8K
|
35.6K
$8.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-58- 4.27% |
$11.4K - $13.8K
|
1.3K
$311K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-59- 3.96% |
$11.6K - $14K
|
1.43K
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-59- 1.87% |
$11.6K - $14K
|
3.1K
$741K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-59- 2.94% |
$11.6K - $14K
|
1.95K
$467K
|