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
|
Essex Savings Bank
|
BUY
|
- |
927New |
$183K - $220K
|
927
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
921New |
$182K - $219K
|
921
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
921New |
$182K - $219K
|
921
$223K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
918+ 2.65% |
$181K - $218K
|
35.5K
$8.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
918+ 9.43% |
$181K - $218K
|
10.7K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
902New |
$178K - $214K
|
902
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
895+ 1.11% |
$177K - $213K
|
81.4K
$19.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
891New |
$176K - $212K
|
891
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
889New |
$175K - $211K
|
889
$215K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
867+ 13.85% |
$171K - $206K
|
7.13K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
862+ 19.58% |
$170K - $205K
|
5.26K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
855+ 1.51% |
$169K - $203K
|
57.4K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
853+ 60.93% |
$168K - $203K
|
2.25K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
851+ 100.71% |
$168K - $202K
|
1.7K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
836+ 1.61% |
$165K - $199K
|
52.7K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
829+ 4.1% |
$164K - $197K
|
21K
$5.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
819New |
$162K - $195K
|
819
$198K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
808+ 3.2% |
$159K - $192K
|
26K
$6.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
804+ 2.44% |
$159K - $191K
|
33.8K
$8.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
798+ 33.29% |
$157K - $190K
|
3.2K
$773K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
785+ 10.39% |
$155K - $187K
|
8.34K
$2.02M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
782+ 26.44% |
$154K - $186K
|
3.74K
$904K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
776+ 14.71% |
$153K - $184K
|
6.05K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
761New |
$150K - $181K
|
761
$184K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
754+ 12.37% |
$149K - $179K
|
6.85K
$1.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
742+ 32.15% |
$146K - $176K
|
3.05K
$738K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
736+ 1.43% |
$145K - $175K
|
52.3K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
736New |
$145K - $175K
|
736
$178K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
734+ 7.79% |
$145K - $174K
|
10.2K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
730+ 17.86% |
$144K - $174K
|
4.82K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
723+ 78.25% |
$143K - $172K
|
1.65K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
706+ 74.0% |
$139K - $168K
|
1.66K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
705+ 78.77% |
$139K - $168K
|
1.6K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
704+ 5.8% |
$139K - $167K
|
12.8K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
703+ 15.87% |
$139K - $167K
|
5.13K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
698+ 3.16% |
$138K - $166K
|
22.8K
$5.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
689+ 3.22% |
$136K - $164K
|
22.1K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
685+ 29.35% |
$135K - $163K
|
3.02K
$730K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
683+ 95.13% |
$135K - $162K
|
1.4K
$339K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
681+ 18.88% |
$134K - $162K
|
4.29K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
675+ 8.14% |
$133K - $160K
|
8.97K
$2.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
671+ 1.42% |
$132K - $159K
|
47.9K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
670+ 6.49% |
$132K - $159K
|
11K
$2.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
669+ 13.22% |
$132K - $159K
|
5.73K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
665+ 9.67% |
$131K - $158K
|
7.54K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
649+ 3.59% |
$128K - $154K
|
18.7K
$4.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
642New |
$127K - $153K
|
642
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
639+ 11.77% |
$126K - $152K
|
6.07K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
632+ 24.31% |
$125K - $150K
|
3.23K
$782K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
632+ 3.02% |
$125K - $150K
|
21.5K
$5.21M
|