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 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-98- 2.08% |
$15.7K - $18.9K
|
4.62K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-99- 3.45% |
$15.9K - $19.1K
|
2.77K
$662K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-100- 1.71% |
$16K - $19.3K
|
5.74K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-100- 0.36% |
$16K - $19.3K
|
27.7K
$6.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-100- 1.91% |
$16K - $19.3K
|
5.12K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-100- 1.9% |
$16K - $19.3K
|
5.15K
$1.23M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-100- 3.88% |
$16K - $19.3K
|
2.48K
$593K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-102- 5.24% |
$16.3K - $19.7K
|
1.85K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-105- 4.26% |
$16.8K - $20.3K
|
2.36K
$565K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-106- 5.05% |
$17K - $20.5K
|
2K
$477K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-107- 1.07% |
$17.1K - $20.7K
|
9.92K
$2.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-109- 5.85% |
$17.5K - $21K
|
1.75K
$420K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-109- 1.5% |
$17.5K - $21K
|
7.15K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-111- 0.66% |
$17.8K - $21.4K
|
16.6K
$3.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-113- 3.9% |
$18.1K - $21.8K
|
2.79K
$666K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-115- 3.74% |
$18.4K - $22.2K
|
2.96K
$708K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-116- 1.18% |
$18.6K - $22.4K
|
9.73K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-116- 2.62% |
$18.6K - $22.4K
|
4.31K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-117- 3.39% |
$18.7K - $22.6K
|
3.34K
$799K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-117- 4.15% |
$18.7K - $22.6K
|
2.71K
$647K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-120- 6.52% |
$19.2K - $23.2K
|
1.72K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-120- 42.86% |
$19.2K - $23.2K
|
160
$38.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-122- 1.07% |
$19.5K - $23.6K
|
11.3K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-123- 1.97% |
$19.7K - $23.7K
|
6.12K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-126- 0.18% |
$20.2K - $24.3K
|
69.8K
$16.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-130- 5.07% |
$20.8K - $25.1K
|
2.44K
$583K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-131- 4.07% |
$21K - $25.3K
|
3.08K
$738K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-136- 6.79% |
$21.8K - $26.3K
|
1.87K
$447K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-136- 4.3% |
$21.8K - $26.3K
|
3.03K
$725K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-138- 1.04% |
$22.1K - $26.6K
|
13.1K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-140- 50.0% |
$22.4K - $27K
|
140
$33.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-141- 2.68% |
$22.6K - $27.2K
|
5.13K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-143- 11.14% |
$22.9K - $27.6K
|
1.14K
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-147- 3.83% |
$23.5K - $28.4K
|
3.69K
$883K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-150- 10.72% |
$24K - $29K
|
1.25K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-150- 9.32% |
$24K - $29K
|
1.46K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-151- 56.34% |
$24.2K - $29.2K
|
117
$28K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-152- 0.27% |
$24.3K - $29.3K
|
55.2K
$13.2M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-152- 0.69% |
$24.3K - $29.3K
|
22K
$5.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-155- 4.49% |
$24.8K - $29.9K
|
3.3K
$789K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-161- 0.49% |
$25.8K - $31.1K
|
32.9K
$7.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-162- 1.5% |
$26K - $31.3K
|
10.6K
$2.55M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-164- 3.38% |
$26.3K - $31.7K
|
4.69K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-166- 6.5% |
$26.6K - $32K
|
2.39K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-167- 37.87% |
$26.8K - $32.2K
|
274
$65.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-168- 1.66% |
$26.9K - $32.4K
|
9.92K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-170- 1.91% |
$27.2K - $32.8K
|
8.73K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-172- 4.05% |
$27.6K - $33.2K
|
4.07K
$974K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-173- 0.67% |
$27.7K - $33.4K
|
25.6K
$6.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-175- 0.71% |
$28K - $33.8K
|
24.5K
$5.86M
|