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
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.3K- 5.07% |
$286K - $314K
|
24.3K
$5.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.33K- 1.12% |
$293K - $321K
|
118K
$28.4M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.37K- 0.71% |
$302K - $331K
|
192K
$46.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.41K- 21.0% |
$310K - $340K
|
5.29K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.49K- 29.91% |
$328K - $359K
|
3.48K
$843K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.51K- 9.03% |
$333K - $365K
|
15.2K
$3.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.54K- 6.47% |
$339K - $371K
|
22.2K
$5.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.55K- 5.4% |
$341K - $374K
|
27.2K
$6.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.63K- 85.26% |
$359K - $394K
|
282
$68.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.63K- 10.49% |
$360K - $394K
|
13.9K
$3.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.64K- 8.54% |
$361K - $396K
|
17.6K
$4.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.71K- 75.79% |
$376K - $413K
|
546
$132K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.72K- 2.1% |
$379K - $415K
|
80.2K
$19.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.83K- 5.56% |
$403K - $442K
|
31.1K
$7.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.93K- 1.41% |
$425K - $466K
|
135K
$32.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.14K- 8.38% |
$472K - $518K
|
23.4K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.15K- 53.7% |
$474K - $519K
|
1.85K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.35K- 3.89% |
$517K - $567K
|
58.1K
$14M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2.37K- 5.66% |
$522K - $572K
|
39.5K
$9.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 15.43% |
$547K - $599K
|
13.6K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.59K- 22.49% |
$570K - $625K
|
8.93K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.05K- 1.97% |
$672K - $737K
|
152K
$36.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-3.09K- 2.36% |
$681K - $746K
|
128K
$30.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.35K- 70.23% |
$958K - $1.05M
|
1.84K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.09K- 1.55% |
$1.34M - $1.47M
|
387K
$93.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.45K- 62.21% |
$1.64M - $1.8M
|
4.53K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.17K- 6.49% |
$1.8M - $1.97M
|
118K
$28.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-9.53K- 4.72% |
$2.1M - $2.3M
|
192K
$46.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-9.58K- 47.56% |
$2.11M - $2.31M
|
10.6K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-9.93K- 33.29% |
$2.19M - $2.4M
|
19.9K
$4.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-10.4K- 80.5% |
$2.29M - $2.51M
|
2.52K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12.1K- 21.78% |
$2.67M - $2.93M
|
43.5K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.9K- 13.96% |
$2.84M - $3.11M
|
79.3K
$19.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-13.4K- 8.85% |
$2.96M - $3.24M
|
138K
$33.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-14.3K- 26.67% |
$3.14M - $3.45M
|
39.2K
$9.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-15.6K- 15.38% |
$3.44M - $3.77M
|
86K
$20.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-16.5K- 80.49% |
$3.63M - $3.98M
|
4K
$967K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.8K- 99.9% |
$4.14M - $4.53M
|
18
$4.35K
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-24.3K- 31.39% |
$5.35M - $5.87M
|
53.1K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-61.7K- 51.05% |
$13.6M - $14.9M
|
59.1K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-77K- 2.91% |
$17M - $18.6M
|
2.57M
$622M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-129K- 26.02% |
$28.5M - $31.3M
|
368K
$89M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-131K- 14.06% |
$28.8M - $31.6M
|
800K
$193M
|