Purchases and Sales Made in Q4 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 2024. 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 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
754K+ 17.21% |
$166M - $182M
|
5.13M
$1.24B
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
683K+ 66.75% |
$150M - $165M
|
1.71M
$412M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
88.2K+ 252.64% |
$19.4M - $21.3M
|
123K
$29.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
79.9KNew |
$17.6M - $19.3M
|
79.9K
$19.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
64KNew |
$14.1M - $15.4M
|
64K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
54.2KNew |
$11.9M - $13.1M
|
54.2K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
49.7K+ 2232.22% |
$10.9M - $12M
|
51.9K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
46.2K+ 21.75% |
$10.2M - $11.2M
|
259K
$62.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
46.2K+ 52.73% |
$10.2M - $11.2M
|
134K
$32.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
38.3KNew |
$8.43M - $9.24M
|
38.3K
$9.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
37.2KNew |
$8.2M - $8.99M
|
37.2K
$9M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
34KNew |
$7.49M - $8.21M
|
34K
$8.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
33.4K+ 37.56% |
$7.36M - $8.07M
|
122K
$29.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.9K+ 13.65% |
$7.24M - $7.94M
|
274K
$66.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
29.7KNew |
$6.54M - $7.17M
|
29.7K
$7.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
22.5K+ 221.46% |
$4.96M - $5.43M
|
32.7K
$7.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
17.5K+ 14.67% |
$3.86M - $4.24M
|
137K
$33.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
17K+ 4.62% |
$3.75M - $4.11M
|
386K
$93.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.7KNew |
$3.25M - $3.56M
|
14.7K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
14.1KNew |
$3.11M - $3.41M
|
14.1K
$3.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.4K+ 116.08% |
$2.72M - $2.99M
|
23K
$5.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
12.2K+ 9.5% |
$2.69M - $2.95M
|
141K
$34.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
12.2K+ 107.63% |
$2.68M - $2.94M
|
23.5K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11.7KNew |
$2.58M - $2.83M
|
11.7K
$2.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
11.2KNew |
$2.47M - $2.71M
|
11.2K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.5K+ 176.54% |
$2.31M - $2.53M
|
16.4K
$3.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.96K+ 21.44% |
$2.19M - $2.4M
|
56.4K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
9.35K+ 407.32% |
$2.06M - $2.26M
|
11.6K
$2.82M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
8.11K+ 50.3% |
$1.79M - $1.96M
|
24.2K
$5.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
7.52K+ 3.59% |
$1.66M - $1.81M
|
217K
$52.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.37K+ 58.98% |
$1.62M - $1.78M
|
19.9K
$4.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.02K+ 20.76% |
$1.55M - $1.7M
|
40.8K
$9.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
6.43KNew |
$1.42M - $1.55M
|
6.43K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.33KNew |
$1.39M - $1.53M
|
6.33K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.72K+ 47.01% |
$1.26M - $1.38M
|
17.9K
$4.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.41K+ 39.23% |
$1.19M - $1.31M
|
19.2K
$4.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.77K+ 8.8% |
$1.05M - $1.15M
|
59K
$14.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.6K+ 409.07% |
$1.01M - $1.11M
|
5.73K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.36K+ 43.43% |
$960K - $1.05M
|
14.4K
$3.48M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4.13K+ 205.88% |
$911K - $998K
|
6.14K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.97K+ 8.09% |
$875K - $959K
|
53.1K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.96K+ 6.33% |
$872K - $956K
|
66.5K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.94KNew |
$867K - $951K
|
3.94K
$952K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3.93KNew |
$865K - $948K
|
3.93K
$949K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.89KNew |
$858K - $940K
|
3.89K
$942K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.38K+ 12.02% |
$745K - $816K
|
31.5K
$7.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.19KNew |
$702K - $769K
|
3.19K
$771K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.06K+ 4.51% |
$674K - $739K
|
70.9K
$17.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.06K+ 1.94% |
$673K - $738K
|
160K
$38.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.02K+ 96.0% |
$666K - $730K
|
6.17K
$1.49M
|