Purchases and Sales Made in Q4 2023 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
215+ 0.37% |
$34.4K - $41.5K
|
57.6K
$13.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
208+ 3.05% |
$33.3K - $40.2K
|
7.03K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
203+ 1.7% |
$32.5K - $39.2K
|
12.2K
$2.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
201+ 2.38% |
$32.2K - $38.8K
|
8.63K
$2.07M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
BUY
|
- |
200+ 15.96% |
$32K - $38.6K
|
1.45K
$348K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
200+ 5.9% |
$32K - $38.6K
|
3.59K
$859K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 200.0% |
$32K - $38.6K
|
300
$71.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
199+ 0.15% |
$31.9K - $38.4K
|
131K
$31.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
197New |
$31.6K - $38K
|
197
$47.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
195+ 9.57% |
$31.2K - $37.6K
|
2.23K
$534K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
192+ 0.69% |
$30.8K - $37.1K
|
28.1K
$6.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
192+ 33.45% |
$30.8K - $37.1K
|
766
$183K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
192+ 5.98% |
$30.8K - $37.1K
|
3.4K
$814K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
192+ 60.76% |
$30.8K - $37.1K
|
508
$122K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
191+ 1.66% |
$30.6K - $36.9K
|
11.7K
$2.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
191+ 6.08% |
$30.6K - $36.9K
|
3.34K
$798K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
188+ 5.55% |
$30.1K - $36.3K
|
3.57K
$855K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
183+ 12.01% |
$29.3K - $35.3K
|
1.71K
$408K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
180+ 391.3% |
$28.8K - $34.8K
|
226
$54.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
177+ 32.3% |
$28.4K - $34.2K
|
725
$173K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
175New |
$28K - $33.8K
|
175
$41.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
173+ 2.57% |
$27.7K - $33.4K
|
6.9K
$1.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
171+ 0.83% |
$27.4K - $33K
|
20.8K
$4.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
169+ 5.68% |
$27.1K - $32.6K
|
3.14K
$752K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
166+ 0.94% |
$26.6K - $32K
|
17.8K
$4.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
165+ 0.6% |
$26.4K - $31.9K
|
27.6K
$6.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
164+ 5.81% |
$26.3K - $31.7K
|
2.99K
$715K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
162+ 8.94% |
$26K - $31.3K
|
1.97K
$472K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
156New |
$25K - $30.1K
|
156
$37.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
153+ 1.81% |
$24.5K - $29.5K
|
8.59K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
151+ 6.58% |
$24.2K - $29.2K
|
2.45K
$586K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
149+ 19.4% |
$23.9K - $28.8K
|
917
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
148+ 3.87% |
$23.7K - $28.6K
|
3.97K
$950K
|
|
|
Feb 05, 2024
Q4 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
142+ 10.01% |
$22.7K - $27.4K
|
1.56K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
140New |
$22.4K - $27K
|
140
$33.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
138+ 4.14% |
$22.1K - $26.6K
|
3.47K
$831K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
137+ 1.1% |
$21.9K - $26.5K
|
12.6K
$3.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
136+ 3.53% |
$21.8K - $26.3K
|
3.99K
$956K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
135+ 1.04% |
$21.6K - $26.1K
|
13.1K
$3.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
132+ 3.3% |
$21.1K - $25.5K
|
4.13K
$988K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
132+ 0.4% |
$21.1K - $25.5K
|
32.9K
$7.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
130New |
$20.8K - $25.1K
|
130
$31.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
130New |
$20.8K - $25.1K
|
130
$31.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
129+ 15.02% |
$20.7K - $24.9K
|
988
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
126+ 2.39% |
$20.2K - $24.3K
|
5.4K
$1.29M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
124+ 3.74% |
$19.9K - $23.9K
|
3.44K
$824K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
123+ 3.6% |
$19.7K - $23.7K
|
3.54K
$846K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
123+ 25.36% |
$19.7K - $23.7K
|
608
$145K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120+ 1.34% |
$19.2K - $23.2K
|
9.07K
$2.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
119+ 2.48% |
$19.1K - $23K
|
4.93K
$1.18M
|