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 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
3.37K+ 195.02% |
$540K - $650K
|
5.1K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.32K+ 56.29% |
$532K - $641K
|
9.22K
$2.13M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.31KNew |
$530K - $639K
|
3.31K
$764K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.27KNew |
$524K - $631K
|
3.27K
$755K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.27K+ 12.37% |
$524K - $631K
|
29.7K
$6.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.25K+ 628.19% |
$521K - $628K
|
3.77K
$871K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.25K+ 43.74% |
$521K - $628K
|
10.7K
$2.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.22KNew |
$516K - $622K
|
3.22K
$744K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
3.19K+ 5.41% |
$512K - $617K
|
62.2K
$14.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.17K+ 7.27% |
$508K - $613K
|
46.8K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
3.15K+ 61.57% |
$505K - $609K
|
8.28K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.1KNew |
$497K - $599K
|
3.1K
$716K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 3.54% |
$487K - $588K
|
89K
$20.6M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
3.04KNew |
$487K - $588K
|
3.04K
$702K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
3.03K+ 194.91% |
$485K - $584K
|
4.58K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.02K+ 40.07% |
$483K - $583K
|
10.5K
$2.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.97KNew |
$475K - $573K
|
2.97K
$685K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.88KNew |
$461K - $555K
|
2.88K
$664K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.86KNew |
$458K - $552K
|
2.86K
$659K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
2.79K+ 7.83% |
$447K - $539K
|
38.4K
$8.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
2.77K+ 4.5% |
$444K - $535K
|
64.3K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.77KNew |
$443K - $534K
|
2.77K
$638K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.76KNew |
$442K - $533K
|
2.76K
$637K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
2.75K+ 62.12% |
$441K - $531K
|
7.18K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
2.75K+ 13.26% |
$441K - $531K
|
23.5K
$5.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.72K+ 9.67% |
$436K - $525K
|
30.8K
$7.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.71K+ 107.97% |
$434K - $523K
|
5.22K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.71K+ 13.01% |
$433K - $522K
|
23.5K
$5.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.65K+ 1.93% |
$425K - $512K
|
140K
$32.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
2.63K+ 78.52% |
$421K - $507K
|
5.98K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.62K+ 24.65% |
$419K - $505K
|
13.2K
$3.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.58KNew |
$413K - $498K
|
2.58K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.57K+ 6.23% |
$411K - $496K
|
43.7K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.56K+ 705.79% |
$410K - $495K
|
2.93K
$675K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.56K+ 9.68% |
$410K - $494K
|
29K
$6.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.54KNew |
$408K - $491K
|
2.54K
$587K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.54K+ 193.31% |
$407K - $491K
|
3.86K
$890K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.53KNew |
$405K - $488K
|
2.53K
$583K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.52KNew |
$404K - $487K
|
2.52K
$583K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.52K+ 20.1% |
$404K - $486K
|
15.1K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.52KNew |
$403K - $486K
|
2.52K
$581K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.51K+ 62.1% |
$402K - $485K
|
6.56K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.5KNew |
$400K - $483K
|
2.5K
$577K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.47K+ 15.76% |
$395K - $476K
|
18.1K
$4.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.46KNew |
$394K - $475K
|
2.46K
$568K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.43KNew |
$390K - $470K
|
2.43K
$562K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
2.42KNew |
$387K - $466K
|
2.42K
$557K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.41K+ 86.49% |
$387K - $466K
|
5.2K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.41K+ 12.56% |
$385K - $465K
|
21.6K
$4.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.34KNew |
$374K - $451K
|
2.34K
$539K
|