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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.95K+ 10.87% |
$1.43M - $1.73M
|
91.3K
$22.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
8.92K+ 15.21% |
$1.43M - $1.72M
|
67.6K
$16.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
8.77K+ 30.07% |
$1.41M - $1.69M
|
37.9K
$9.18M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
8.76K+ 29.36% |
$1.4M - $1.69M
|
38.6K
$9.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
8.59K+ 1.87% |
$1.38M - $1.66M
|
467K
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.57K+ 4.75% |
$1.37M - $1.65M
|
189K
$45.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
8.51K+ 7.47% |
$1.36M - $1.64M
|
122K
$29.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8.32K+ 16.35% |
$1.33M - $1.61M
|
59.2K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
8.17K+ 335.37% |
$1.31M - $1.58M
|
10.6K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
8KNew |
$1.28M - $1.54M
|
8K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.85K+ 0.78% |
$1.26M - $1.51M
|
1.01M
$244M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.84K+ 30.63% |
$1.26M - $1.51M
|
33.4K
$8.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
7.7KNew |
$1.23M - $1.49M
|
7.7K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.62K+ 4591.57% |
$1.22M - $1.47M
|
7.79K
$1.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
7.46K+ 4.81% |
$1.2M - $1.44M
|
163K
$39.3M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.35K+ 1.59% |
$1.18M - $1.42M
|
469K
$113M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.31K+ 23.85% |
$1.17M - $1.41M
|
38K
$9.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.3K+ 27.02% |
$1.17M - $1.41M
|
34.3K
$8.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
7.15K+ 250.3% |
$1.14M - $1.38M
|
10K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.09K+ 235.45% |
$1.14M - $1.37M
|
10.1K
$2.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
7.08KNew |
$1.13M - $1.37M
|
7.08K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6.84K+ 88.01% |
$1.09M - $1.32M
|
14.6K
$3.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
6.78KNew |
$1.09M - $1.31M
|
6.78K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
6.73K+ 5.46% |
$1.08M - $1.3M
|
130K
$31.4M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.71K+ 359.82% |
$1.07M - $1.29M
|
8.57K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.59K+ 30.07% |
$1.06M - $1.27M
|
28.5K
$6.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.54KNew |
$1.05M - $1.26M
|
6.54K
$1.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.39K+ 114.76% |
$1.02M - $1.23M
|
12K
$2.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.29KNew |
$1.01M - $1.21M
|
6.29K
$1.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.27K+ 103.31% |
$1M - $1.21M
|
12.3K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.23KNew |
$998K - $1.2M
|
6.23K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.18KNew |
$989K - $1.19M
|
6.18K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.13K+ 8.96% |
$981K - $1.18M
|
74.5K
$18M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.06K+ 11.39% |
$971K - $1.17M
|
59.3K
$14.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.04KNew |
$967K - $1.17M
|
6.04K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
6K+ 7.92% |
$961K - $1.16M
|
81.8K
$19.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.84K+ 4.53% |
$935K - $1.13M
|
135K
$32.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.81KNew |
$931K - $1.12M
|
5.81K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
5.7K+ 11.83% |
$913K - $1.1M
|
53.9K
$13M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
5.66K+ 113.73% |
$906K - $1.09M
|
10.6K
$2.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.6K+ 52.19% |
$897K - $1.08M
|
16.3K
$3.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.55K+ 98.11% |
$890K - $1.07M
|
11.2K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.5K+ 8.91% |
$882K - $1.06M
|
67.3K
$16.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.5K+ 2.88% |
$881K - $1.06M
|
196K
$47.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.42KNew |
$869K - $1.05M
|
5.42K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.42KNew |
$868K - $1.05M
|
5.42K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.36K+ 30.71% |
$859K - $1.04M
|
22.8K
$5.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
5.25K+ 21.15% |
$842K - $1.01M
|
30.1K
$7.28M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5.19KNew |
$831K - $1M
|
5.19K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.16K+ 21.13% |
$827K - $997K
|
29.6K
$7.16M
|