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 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-128- 12.38% |
$25.3K - $30.4K
|
906
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-129- 6.71% |
$25.5K - $30.7K
|
1.79K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-129- 0.12% |
$25.5K - $30.7K
|
105K
$25.2M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-129- 17.34% |
$25.5K - $30.7K
|
615
$147K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-130- 2.06% |
$25.7K - $30.9K
|
6.17K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-130- 0.71% |
$25.7K - $30.9K
|
18.1K
$4.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-131- 1.23% |
$25.9K - $31.1K
|
10.5K
$2.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-133- 2.32% |
$26.2K - $31.6K
|
5.59K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-134- 0.48% |
$26.4K - $31.8K
|
27.8K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-134- 1.11% |
$26.4K - $31.8K
|
11.9K
$2.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-135- 0.47% |
$26.6K - $32.1K
|
28.6K
$6.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-135- 3.42% |
$26.6K - $32.1K
|
3.81K
$913K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-136- 7.78% |
$26.8K - $32.3K
|
1.61K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-136- 4.62% |
$26.8K - $32.3K
|
2.81K
$672K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-142- 16.95% |
$28K - $33.8K
|
696
$167K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-146- 0.65% |
$28.8K - $34.7K
|
22.2K
$5.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-148- 2.2% |
$29.2K - $35.2K
|
6.58K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-152- 10.87% |
$30K - $36.1K
|
1.25K
$298K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-153- 7.9% |
$30.2K - $36.4K
|
1.78K
$427K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-153- 4.25% |
$30.2K - $36.4K
|
3.45K
$824K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-154- 11.85% |
$30.4K - $36.6K
|
1.15K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-157- 3.42% |
$31K - $37.3K
|
4.43K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-157- 5.9% |
$31K - $37.3K
|
2.5K
$599K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-160- 0.97% |
$31.6K - $38K
|
16.4K
$3.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-161- 1.54% |
$31.8K - $38.3K
|
10.3K
$2.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-168- 1.63% |
$33.2K - $39.9K
|
10.1K
$2.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-168- 3.76% |
$33.2K - $39.9K
|
4.3K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-169- 1.27% |
$33.4K - $40.2K
|
13.1K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-173- 3.1% |
$34.1K - $41.1K
|
5.41K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-175- 1.62% |
$34.5K - $41.6K
|
10.6K
$2.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-176- 7.49% |
$34.7K - $41.8K
|
2.18K
$520K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-176- 4.2% |
$34.7K - $41.8K
|
4.01K
$960K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-176- 11.84% |
$34.7K - $41.8K
|
1.31K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-177- 2.36% |
$34.9K - $42.1K
|
7.33K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-179- 0.18% |
$35.3K - $42.5K
|
97.2K
$23.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-180- 3.91% |
$35.5K - $42.8K
|
4.43K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-180- 3.35% |
$35.5K - $42.8K
|
5.19K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-182- 0.42% |
$35.9K - $43.3K
|
43.2K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-182- 0.24% |
$35.9K - $43.3K
|
75.7K
$18.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-183- 21.11% |
$36.1K - $43.5K
|
684
$164K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-186- 12.09% |
$36.7K - $44.2K
|
1.35K
$324K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-191- 3.15% |
$37.7K - $45.4K
|
5.87K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-193- 2.53% |
$38.1K - $45.9K
|
7.43K
$1.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 8.6% |
$39.5K - $47.5K
|
2.13K
$509K
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
SELL
|
- |
-200- 0.62% |
$39.5K - $47.5K
|
32.3K
$7.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 7.06% |
$39.5K - $47.5K
|
2.63K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-200- 1.96% |
$39.5K - $47.5K
|
10K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-202- 3.26% |
$39.9K - $48K
|
6K
$1.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-204- 7.04% |
$40.3K - $48.5K
|
2.69K
$645K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-210- 4.17% |
$41.4K - $49.9K
|
4.83K
$1.16M
|