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 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.58KNew |
$311K - $374K
|
1.58K
$381K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.55K+ 12.74% |
$305K - $368K
|
13.7K
$3.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.53K+ 51.81% |
$302K - $363K
|
4.48K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.52K+ 0.45% |
$301K - $362K
|
338K
$81.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.51K+ 15.01% |
$299K - $360K
|
11.6K
$2.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.5K+ 16.61% |
$296K - $357K
|
10.5K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.5K+ 87.08% |
$295K - $356K
|
3.21K
$777K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.49K+ 3.9% |
$294K - $354K
|
39.7K
$9.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.48K+ 18.25% |
$293K - $352K
|
9.61K
$2.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.48K+ 1.21% |
$291K - $351K
|
123K
$29.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.47K+ 4.82% |
$291K - $350K
|
32.1K
$7.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.46KNew |
$288K - $347K
|
1.46K
$353K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.45K+ 2.67% |
$287K - $346K
|
55.9K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.45K+ 3.29% |
$286K - $345K
|
45.6K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
1.45K+ 4.41% |
$285K - $344K
|
34.2K
$8.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
1.44K+ 9.71% |
$283K - $341K
|
16.2K
$3.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.41KNew |
$279K - $336K
|
1.41K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.41K+ 1.47% |
$278K - $335K
|
96.9K
$23.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.41KNew |
$278K - $334K
|
1.41K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.4K+ 6.59% |
$276K - $332K
|
22.6K
$5.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.39KNew |
$275K - $331K
|
1.39K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.39K+ 0.14% |
$275K - $331K
|
1.02M
$246M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1.39KNew |
$274K - $330K
|
1.39K
$336K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.35KNew |
$266K - $320K
|
1.35K
$326K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.35K+ 237.39% |
$266K - $320K
|
1.91K
$463K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.34K+ 12.64% |
$265K - $319K
|
12K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.34K+ 29.62% |
$265K - $319K
|
5.87K
$1.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.34KNew |
$264K - $318K
|
1.34K
$324K
|
|
|
Oct 04, 2024
Q3 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.32KNew |
$260K - $313K
|
1.32K
$319K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 15.66% |
$259K - $311K
|
9.68K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.3KNew |
$257K - $309K
|
1.3K
$315K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.28K+ 4.94% |
$252K - $304K
|
27.1K
$6.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.26K+ 1.02% |
$249K - $300K
|
125K
$30.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.26K+ 7.18% |
$249K - $299K
|
18.8K
$4.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.26K+ 101.45% |
$248K - $299K
|
2.5K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.26K+ 78.44% |
$248K - $298K
|
2.86K
$690K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
1.25K+ 3.4% |
$247K - $298K
|
38.1K
$9.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.24K+ 2.3% |
$245K - $294K
|
55.2K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.23K+ 73.4% |
$242K - $291K
|
2.89K
$700K
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.21K+ 25.89% |
$238K - $287K
|
5.87K
$1.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.21KNew |
$238K - $286K
|
1.21K
$291K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.2KNew |
$237K - $286K
|
1.2K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.2KNew |
$236K - $284K
|
1.2K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.19K+ 3.49% |
$235K - $284K
|
35.4K
$8.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.18K+ 16.27% |
$232K - $280K
|
8.41K
$2.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.17KNew |
$231K - $279K
|
1.17K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.17K+ 2.63% |
$231K - $279K
|
45.7K
$11.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.17K+ 17.66% |
$231K - $278K
|
7.8K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.17K+ 93.51% |
$230K - $278K
|
2.42K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.17KNew |
$230K - $277K
|
1.17K
$282K
|