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 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.6K+ 53.54% |
$2.5M - $3.01M
|
44.8K
$10.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.4K+ 21.51% |
$2.47M - $2.97M
|
86.9K
$21M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.7K+ 8.13% |
$2.35M - $2.84M
|
196K
$47.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
14.6KNew |
$2.34M - $2.82M
|
14.6K
$3.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.4K+ 129.75% |
$2.3M - $2.77M
|
25.4K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
13.9K+ 9.87% |
$2.23M - $2.69M
|
155K
$37.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 2.52% |
$2.21M - $2.66M
|
559K
$135M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.7KNew |
$2.2M - $2.65M
|
13.7K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.6KNew |
$2.19M - $2.63M
|
13.6K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.6K+ 10.55% |
$2.17M - $2.62M
|
142K
$34.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
13.4K+ 53.25% |
$2.14M - $2.58M
|
38.5K
$9.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
13.1K+ 21.18% |
$2.11M - $2.54M
|
75.2K
$18.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13KNew |
$2.08M - $2.5M
|
13K
$3.13M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
12.9KNew |
$2.07M - $2.5M
|
12.9K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9K+ 5.06% |
$2.07M - $2.5M
|
269K
$64.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.7K+ 11.85% |
$2.03M - $2.45M
|
120K
$29M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
12.7KNew |
$2.03M - $2.44M
|
12.7K
$3.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
12.4KNew |
$1.98M - $2.39M
|
12.4K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12KNew |
$1.93M - $2.32M
|
12K
$2.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
12K+ 20.17% |
$1.92M - $2.32M
|
71.5K
$17.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6K+ 1124.83% |
$1.86M - $2.24M
|
12.6K
$3.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 2.0% |
$1.84M - $2.22M
|
587K
$142M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
11.5KNew |
$1.84M - $2.22M
|
11.5K
$2.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
11.3K+ 39.13% |
$1.81M - $2.18M
|
40.2K
$9.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
11.2KNew |
$1.79M - $2.15M
|
11.2K
$2.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.1K+ 35.47% |
$1.78M - $2.15M
|
42.5K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11K+ 2.96% |
$1.76M - $2.13M
|
382K
$92.5M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
10.4K+ 313.44% |
$1.67M - $2.02M
|
13.8K
$3.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
10.4K+ 25.69% |
$1.67M - $2.02M
|
51.1K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.4K+ 14.96% |
$1.66M - $2M
|
79.7K
$19.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
10.2KNew |
$1.63M - $1.96M
|
10.2K
$2.46M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
10.1KNew |
$1.62M - $1.95M
|
10.1K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.1K+ 7.71% |
$1.61M - $1.94M
|
141K
$34M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
10.1K+ 93.19% |
$1.61M - $1.94M
|
20.9K
$5.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10K+ 212.77% |
$1.6M - $1.93M
|
14.7K
$3.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
9.95KNew |
$1.59M - $1.92M
|
9.95K
$2.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9.8K+ 75.4% |
$1.57M - $1.89M
|
22.8K
$5.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
9.7KNew |
$1.55M - $1.87M
|
9.7K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.7K+ 3.66% |
$1.55M - $1.87M
|
274K
$66.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
9.59K+ 231.46% |
$1.54M - $1.85M
|
13.7K
$3.32M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.59K+ 17.77% |
$1.54M - $1.85M
|
63.5K
$15.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.55K+ 25.65% |
$1.53M - $1.84M
|
46.8K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.44KNew |
$1.51M - $1.82M
|
9.44K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
9.28KNew |
$1.49M - $1.79M
|
9.28K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.25KNew |
$1.48M - $1.78M
|
9.25K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.23K+ 80.74% |
$1.48M - $1.78M
|
20.7K
$5M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9.21K+ 22.56% |
$1.48M - $1.78M
|
50K
$12.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
9.16K+ 207.22% |
$1.47M - $1.77M
|
13.6K
$3.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.15KNew |
$1.47M - $1.77M
|
9.15K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
9.02K+ 237.96% |
$1.45M - $1.74M
|
12.8K
$3.1M
|