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 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
30K+ 394.05% |
$4.81M - $5.8M
|
37.7K
$8.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30K+ 53.25% |
$4.81M - $5.8M
|
86.4K
$19.9M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
29.3K+ 22.76% |
$4.7M - $5.66M
|
158K
$36.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29K+ 721.97% |
$4.65M - $5.6M
|
33K
$7.62M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.7K+ 4.01% |
$4.59M - $5.53M
|
743K
$171M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
28.2KNew |
$4.52M - $5.45M
|
28.2K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
28.2KNew |
$4.51M - $5.44M
|
28.2K
$6.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
28.1K+ 212.0% |
$4.5M - $5.42M
|
41.3K
$9.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
28KNew |
$4.48M - $5.4M
|
28K
$6.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
27.9K+ 156.14% |
$4.47M - $5.39M
|
45.8K
$10.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27.4K+ 126.49% |
$4.39M - $5.29M
|
49.1K
$11.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
26.2KNew |
$4.19M - $5.05M
|
26.2K
$6.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
25.7K+ 4.06% |
$4.11M - $4.96M
|
659K
$152M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
24.7K+ 116.81% |
$3.96M - $4.78M
|
45.9K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
24.7K+ 3.26% |
$3.95M - $4.76M
|
780K
$180M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.6K+ 353.95% |
$3.94M - $4.74M
|
31.5K
$7.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
24.4K+ 45.38% |
$3.91M - $4.71M
|
78.1K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.8K+ 1.54% |
$3.82M - $4.6M
|
1.57M
$363M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
23.1KNew |
$3.7M - $4.46M
|
23.1K
$5.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
22.9K+ 62.42% |
$3.67M - $4.43M
|
59.7K
$13.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
22.3KNew |
$3.57M - $4.31M
|
22.3K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
22.1K+ 125.53% |
$3.54M - $4.27M
|
39.7K
$9.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
22K+ 14.13% |
$3.52M - $4.24M
|
177K
$40.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
21.6K+ 223.39% |
$3.46M - $4.16M
|
31.2K
$7.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.1K+ 20.25% |
$3.39M - $4.08M
|
126K
$29M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
20.9K+ 62.28% |
$3.35M - $4.03M
|
54.4K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20.9K+ 62.28% |
$3.35M - $4.03M
|
54.4K
$12.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
20.9K+ 29.72% |
$3.34M - $4.03M
|
91.1K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
20.7KNew |
$3.31M - $3.99M
|
20.7K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
20.5KNew |
$3.28M - $3.95M
|
20.5K
$4.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
20K+ 8.1% |
$3.21M - $3.87M
|
267K
$61.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 15.66% |
$3.15M - $3.8M
|
145K
$33.6M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.4K+ 215.21% |
$3.11M - $3.74M
|
28.4K
$6.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
19.3KNew |
$3.1M - $3.74M
|
19.3K
$4.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
19.3KNew |
$3.09M - $3.72M
|
19.3K
$4.45M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
19KNew |
$3.04M - $3.67M
|
19K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
18.9KNew |
$3.03M - $3.65M
|
18.9K
$4.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
18.8KNew |
$3.02M - $3.64M
|
18.8K
$4.35M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
18.7KNew |
$3M - $3.62M
|
18.7K
$4.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
18.7K+ 44.55% |
$2.99M - $3.61M
|
60.6K
$14M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
18KNew |
$2.89M - $3.48M
|
18K
$4.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
17.8K+ 18.61% |
$2.85M - $3.43M
|
113K
$26.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
17.3K+ 81.38% |
$2.78M - $3.35M
|
38.6K
$8.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
17K+ 3.58% |
$2.72M - $3.28M
|
492K
$114M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
16.8K+ 613.27% |
$2.69M - $3.25M
|
19.6K
$4.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
16.7K+ 31.16% |
$2.68M - $3.23M
|
70.4K
$16.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
16.6KNew |
$2.65M - $3.2M
|
16.6K
$3.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.2K+ 8.43% |
$2.59M - $3.12M
|
208K
$48M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16K+ 126.93% |
$2.56M - $3.08M
|
28.5K
$6.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
15.8KNew |
$2.54M - $3.06M
|
15.8K
$3.66M
|