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 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.15K+ 11.06% |
$622K - $749K
|
31.7K
$7.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.06KNew |
$604K - $728K
|
3.06K
$740K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.05K+ 12.95% |
$602K - $725K
|
26.6K
$6.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.05KNew |
$602K - $725K
|
3.05K
$737K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.02K+ 13.53% |
$596K - $718K
|
25.3K
$6.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
3.01K+ 15.11% |
$594K - $715K
|
22.9K
$5.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
3K+ 300.0% |
$592K - $713K
|
4K
$967K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.97K+ 5.97% |
$586K - $706K
|
52.8K
$12.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.95K+ 5.73% |
$583K - $702K
|
54.4K
$13.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.93K+ 5.7% |
$578K - $696K
|
54.3K
$13.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.91K+ 17.05% |
$574K - $691K
|
20K
$4.83M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.82K+ 1.48% |
$556K - $670K
|
194K
$46.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.81KNew |
$554K - $667K
|
2.81K
$679K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.79K+ 6.87% |
$551K - $664K
|
43.5K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.78K+ 93.25% |
$548K - $660K
|
5.75K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.77K+ 15.14% |
$547K - $659K
|
21.1K
$5.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.76K+ 19.79% |
$545K - $657K
|
16.7K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.76K+ 9.8% |
$544K - $656K
|
30.9K
$7.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.75K+ 14.37% |
$543K - $654K
|
21.9K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
2.74KNew |
$541K - $651K
|
2.74K
$663K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.73K+ 43.18% |
$539K - $649K
|
9.06K
$2.19M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.73K+ 25.95% |
$539K - $649K
|
13.2K
$3.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.6K+ 199.23% |
$512K - $617K
|
3.9K
$943K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.59KNew |
$511K - $615K
|
2.59K
$626K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.57K+ 22.49% |
$508K - $612K
|
14K
$3.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.57K+ 16.23% |
$507K - $611K
|
18.4K
$4.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.56K+ 193.28% |
$505K - $609K
|
3.89K
$940K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.55K+ 2.41% |
$503K - $606K
|
108K
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.5K+ 26.22% |
$493K - $594K
|
12K
$2.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.5K+ 13.47% |
$493K - $593K
|
21K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.48K+ 7.33% |
$489K - $589K
|
36.3K
$8.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
2.48K+ 1.63% |
$488K - $588K
|
155K
$37.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.46KNew |
$485K - $584K
|
2.46K
$594K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.46K+ 5.26% |
$484K - $584K
|
49.1K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.43KNew |
$479K - $577K
|
2.43K
$587K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.43K+ 10.72% |
$479K - $576K
|
25K
$6.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.42K+ 38.45% |
$477K - $574K
|
8.7K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.41K+ 4.71% |
$476K - $573K
|
53.6K
$12.9M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.4K+ 34.09% |
$474K - $570K
|
9.44K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.39K+ 17.04% |
$471K - $567K
|
16.4K
$3.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.38K+ 19.01% |
$470K - $566K
|
14.9K
$3.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.38K+ 54.49% |
$470K - $566K
|
6.75K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.38K+ 46.65% |
$469K - $565K
|
7.48K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.36KNew |
$466K - $561K
|
2.36K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2.35K+ 13.87% |
$464K - $559K
|
19.3K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.3K+ 231.29% |
$454K - $546K
|
3.29K
$796K
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.3KNew |
$453K - $546K
|
2.3K
$555K
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
2.29KNew |
$451K - $544K
|
2.29K
$553K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.25KNew |
$445K - $535K
|
2.25K
$545K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.25K+ 35.9% |
$444K - $535K
|
8.52K
$2.06M
|