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
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.72KNew |
$276K - $333K
|
1.72K
$417K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
1.72K+ 2.95% |
$276K - $332K
|
60.1K
$14.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.71K+ 3.08% |
$275K - $331K
|
57.4K
$13.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.71K+ 4.41% |
$274K - $331K
|
40.6K
$9.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
1.71K+ 1.8% |
$274K - $330K
|
96.7K
$23.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.71KNew |
$273K - $330K
|
1.71K
$413K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.7KNew |
$272K - $328K
|
1.7K
$411K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
1.69KNew |
$271K - $327K
|
1.69K
$410K
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
1.69K+ 4.67% |
$271K - $326K
|
37.9K
$9.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.68K+ 100.84% |
$269K - $325K
|
3.35K
$810K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.68K+ 19.34% |
$268K - $324K
|
10.3K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.67K+ 5.64% |
$268K - $323K
|
31.4K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.64KNew |
$263K - $317K
|
1.64K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.64KNew |
$263K - $317K
|
1.64K
$397K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.63K+ 8.33% |
$261K - $315K
|
21.2K
$5.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.62KNew |
$259K - $312K
|
1.62K
$391K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
1.58KNew |
$254K - $306K
|
1.58K
$383K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.56KNew |
$250K - $301K
|
1.56K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.56K+ 50.77% |
$249K - $301K
|
4.62K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.55KNew |
$248K - $299K
|
1.55K
$375K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.53KNew |
$246K - $296K
|
1.53K
$371K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.53K+ 16.36% |
$246K - $296K
|
10.9K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
1.51K+ 1.65% |
$243K - $292K
|
93.1K
$22.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.51KNew |
$242K - $292K
|
1.51K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.51K+ 44.66% |
$242K - $292K
|
4.89K
$1.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.5K+ 119.7% |
$240K - $290K
|
2.76K
$666K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.5KNew |
$240K - $289K
|
1.5K
$362K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.49K+ 17.34% |
$239K - $288K
|
10.1K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.49KNew |
$238K - $287K
|
1.49K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1.48K+ 103.65% |
$236K - $285K
|
2.9K
$701K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.48KNew |
$236K - $285K
|
1.48K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.48K+ 67.82% |
$236K - $285K
|
3.65K
$883K
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.47KNew |
$235K - $283K
|
1.47K
$355K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.46K+ 35.77% |
$234K - $282K
|
5.55K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$234K - $282K
|
1.46K
$354K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.46K+ 4.72% |
$234K - $282K
|
32.3K
$7.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.45K+ 4.46% |
$232K - $280K
|
34K
$8.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.43KNew |
$230K - $277K
|
1.43K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.43KNew |
$229K - $276K
|
1.43K
$346K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.43KNew |
$229K - $276K
|
1.43K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.43K+ 10.14% |
$228K - $275K
|
15.5K
$3.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.42K+ 41.83% |
$228K - $275K
|
4.83K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.42KNew |
$228K - $275K
|
1.42K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.41KNew |
$225K - $272K
|
1.41K
$340K
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.41KNew |
$225K - $271K
|
1.41K
$340K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.4K+ 15.25% |
$225K - $271K
|
10.6K
$2.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.39KNew |
$223K - $269K
|
1.39K
$337K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.37KNew |
$219K - $264K
|
1.37K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.36KNew |
$218K - $262K
|
1.36K
$329K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
1.36K+ 4.02% |
$217K - $262K
|
35.1K
$8.49M
|