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 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-59- 4.07% |
$11.6K - $14K
|
1.39K
$333K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-60- 4.74% |
$11.8K - $14.3K
|
1.21K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-60- 2.67% |
$11.8K - $14.3K
|
2.19K
$523K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-60- 2.4% |
$11.8K - $14.3K
|
2.44K
$583K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-60- 5.18% |
$11.8K - $14.3K
|
1.1K
$263K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-61- 2.63% |
$12K - $14.5K
|
2.26K
$540K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-61- 2.61% |
$12K - $14.5K
|
2.28K
$545K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-61- 0.92% |
$12K - $14.5K
|
6.56K
$1.57M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-61- 1.47% |
$12K - $14.5K
|
4.1K
$980K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-62- 3.85% |
$12.2K - $14.7K
|
1.55K
$371K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-62- 2.78% |
$12.2K - $14.7K
|
2.17K
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-65- 1.15% |
$12.8K - $15.4K
|
5.61K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-65- 3.1% |
$12.8K - $15.4K
|
2.03K
$486K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-65- 31.55% |
$12.8K - $15.4K
|
141
$33.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-66- 1.79% |
$13K - $15.7K
|
3.61K
$865K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-67- 2.93% |
$13.2K - $15.9K
|
2.22K
$531K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-68- 2.48% |
$13.4K - $16.2K
|
2.67K
$639K
|
|
|
Oct 30, 2024
Q3 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-68- 0.09% |
$13.4K - $16.2K
|
77.4K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-68- 1.79% |
$13.4K - $16.2K
|
3.74K
$895K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-69- 0.73% |
$13.6K - $16.4K
|
9.43K
$2.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-69- 4.04% |
$13.6K - $16.4K
|
1.64K
$392K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-70- 60.34% |
$13.8K - $16.6K
|
46
$11K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-70- 2.7% |
$13.8K - $16.6K
|
2.52K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-70- 0.76% |
$13.8K - $16.6K
|
9.16K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-71- 0.67% |
$14K - $16.9K
|
10.5K
$2.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-74- 8.72% |
$14.6K - $17.6K
|
775
$185K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-75- 1.28% |
$14.8K - $17.8K
|
5.77K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-75- 7.61% |
$14.8K - $17.8K
|
910
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-75- 83.33% |
$14.8K - $17.8K
|
15
$3.59K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-75- 0.3% |
$14.8K - $17.8K
|
25.2K
$6.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-76- 1.94% |
$15K - $18.1K
|
3.84K
$918K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-76- 3.38% |
$15K - $18.1K
|
2.18K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-76- 0.76% |
$15K - $18.1K
|
9.91K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-78- 4.25% |
$15.4K - $18.5K
|
1.76K
$420K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-78- 9.67% |
$15.4K - $18.5K
|
729
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-78- 0.41% |
$15.4K - $18.5K
|
18.9K
$4.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-80- 3.36% |
$15.8K - $19K
|
2.3K
$551K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-80- 0.69% |
$15.8K - $19K
|
11.5K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-80- 3.84% |
$15.8K - $19K
|
2.01K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-80- 0.69% |
$15.8K - $19K
|
11.6K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-80- 4.78% |
$15.8K - $19K
|
1.6K
$382K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-81- 2.06% |
$16K - $19.3K
|
3.84K
$919K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-81- 2.89% |
$16K - $19.3K
|
2.72K
$652K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-83- 27.39% |
$16.4K - $19.7K
|
220
$52.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-84- 0.07% |
$16.6K - $20K
|
114K
$27.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-84- 2.37% |
$16.6K - $20K
|
3.45K
$826K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-89- 4.51% |
$17.6K - $21.2K
|
1.89K
$451K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-89- 2.45% |
$17.6K - $21.2K
|
3.54K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-89- 7.58% |
$17.6K - $21.2K
|
1.09K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-89- 4.77% |
$17.6K - $21.2K
|
1.78K
$425K
|