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 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.31K+ 13.07% |
$370K - $445K
|
20K
$4.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.29KNew |
$367K - $442K
|
2.29K
$529K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.28K+ 20.71% |
$365K - $440K
|
13.3K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.25K+ 20.37% |
$361K - $435K
|
13.3K
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
2.21KNew |
$354K - $427K
|
2.21K
$510K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.2K+ 47.47% |
$353K - $425K
|
6.84K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
2.18KNew |
$349K - $420K
|
2.18K
$502K
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.18KNew |
$348K - $420K
|
2.18K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.16K+ 1.98% |
$346K - $418K
|
112K
$25.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.15K+ 15.06% |
$345K - $415K
|
16.4K
$3.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
2.13K+ 29.18% |
$342K - $412K
|
9.44K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
2.12KNew |
$339K - $409K
|
2.12K
$489K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.12KNew |
$339K - $409K
|
2.12K
$489K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.11KNew |
$338K - $407K
|
2.11K
$487K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
2.1K+ 53.18% |
$336K - $405K
|
6.04K
$1.39M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.07K+ 110.79% |
$332K - $400K
|
3.95K
$911K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
2.05K+ 26.04% |
$328K - $395K
|
9.9K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.04K+ 14.63% |
$327K - $394K
|
16K
$3.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
2.03K+ 10.53% |
$326K - $392K
|
21.3K
$4.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.03K+ 5.71% |
$324K - $391K
|
37.5K
$8.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.02K+ 24.21% |
$323K - $390K
|
10.4K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.01KNew |
$322K - $388K
|
2.01K
$464K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2KNew |
$320K - $386K
|
2K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2KNew |
$320K - $386K
|
2K
$461K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.96KNew |
$315K - $379K
|
1.96K
$453K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.95K+ 8.4% |
$313K - $377K
|
25.2K
$5.82M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.95KNew |
$313K - $377K
|
1.95K
$451K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.95K+ 6.66% |
$313K - $377K
|
31.2K
$7.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1.94KNew |
$310K - $374K
|
1.94K
$447K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.92KNew |
$308K - $371K
|
1.92K
$444K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.91K+ 4.06% |
$307K - $370K
|
49.1K
$11.3M
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.91KNew |
$306K - $369K
|
1.91K
$441K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.91K+ 17.97% |
$305K - $368K
|
12.5K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.9KNew |
$305K - $367K
|
1.9K
$439K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.88K+ 8.77% |
$301K - $362K
|
23.3K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.88KNew |
$300K - $362K
|
1.88K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.87KNew |
$300K - $361K
|
1.87K
$432K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.87K+ 199.57% |
$299K - $360K
|
2.8K
$646K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.85KNew |
$296K - $356K
|
1.85K
$426K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.84KNew |
$295K - $355K
|
1.84K
$425K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.83K+ 7.32% |
$294K - $354K
|
26.9K
$6.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 15.45% |
$293K - $353K
|
13.7K
$3.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.83KNew |
$293K - $353K
|
1.83K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 20.95% |
$292K - $352K
|
10.5K
$2.43M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.82K+ 24.36% |
$291K - $351K
|
9.28K
$2.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.79K+ 7.06% |
$287K - $346K
|
27.2K
$6.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.77K+ 6.01% |
$284K - $342K
|
31.2K
$7.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.77K+ 36.47% |
$283K - $341K
|
6.61K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.76K+ 2.8% |
$282K - $340K
|
64.5K
$14.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.75KNew |
$280K - $337K
|
1.75K
$403K
|