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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
491+ 0.41% |
$108K - $119K
|
119K
$27.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
489+ 5.1% |
$108K - $118K
|
10.1K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
485+ 45.16% |
$107K - $117K
|
1.56K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
478+ 2.54% |
$105K - $115K
|
19.3K
$4.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
472+ 26.18% |
$104K - $114K
|
2.28K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
470+ 21.31% |
$104K - $113K
|
2.68K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
469+ 1.87% |
$103K - $113K
|
25.5K
$5.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
465+ 4.62% |
$102K - $112K
|
10.5K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
461New |
$102K - $111K
|
461
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
461+ 0.48% |
$102K - $111K
|
97.5K
$22.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
450+ 8.03% |
$99.1K - $109K
|
6.05K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
449+ 9.78% |
$98.9K - $108K
|
5.04K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
447+ 3.37% |
$98.5K - $108K
|
13.7K
$3.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
441+ 27.32% |
$97.1K - $106K
|
2.06K
$470K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
441+ 25.49% |
$97.1K - $106K
|
2.17K
$496K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
438+ 21.45% |
$96.5K - $106K
|
2.48K
$567K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
432+ 23.71% |
$95.2K - $104K
|
2.25K
$515K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
424+ 10.18% |
$93.4K - $102K
|
4.59K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
422+ 12.32% |
$92.9K - $102K
|
3.85K
$879K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
413+ 1.09% |
$91K - $99.7K
|
38.2K
$8.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
411+ 23.14% |
$90.5K - $99.2K
|
2.19K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
410New |
$90.3K - $99K
|
410
$93.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
410+ 0.69% |
$90.3K - $99K
|
60K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
405+ 4.21% |
$89.2K - $97.8K
|
10K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
403+ 0.9% |
$88.8K - $97.3K
|
45K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
401+ 0.8% |
$88.3K - $96.8K
|
50.8K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
400+ 0.54% |
$88.1K - $96.6K
|
74.3K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
400New |
$88.1K - $96.6K
|
400
$91.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
399+ 14.47% |
$87.9K - $96.3K
|
3.16K
$721K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
397+ 2.02% |
$87.4K - $95.9K
|
20.1K
$4.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
397+ 4.07% |
$87.4K - $95.9K
|
10.1K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
396+ 1.04% |
$87.2K - $95.6K
|
38.3K
$8.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
394New |
$86.8K - $95.1K
|
394
$90K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
393+ 2.06% |
$86.6K - $94.9K
|
19.5K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
392+ 4.42% |
$86.3K - $94.6K
|
9.26K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
385+ 8.98% |
$84.8K - $93K
|
4.67K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
372+ 3.04% |
$81.9K - $89.8K
|
12.6K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
371+ 4.03% |
$81.7K - $89.6K
|
9.57K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
367+ 2.34% |
$80.8K - $88.6K
|
16K
$3.66M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
367+ 3.61% |
$80.8K - $88.6K
|
10.5K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
356+ 0.29% |
$78.4K - $86K
|
121K
$27.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
355+ 7.43% |
$78.2K - $85.7K
|
5.13K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
355+ 3.28% |
$78.2K - $85.7K
|
11.2K
$2.56M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
352+ 1.7% |
$77.5K - $85K
|
21.1K
$4.82M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
350+ 5.96% |
$77.1K - $84.5K
|
6.22K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
349+ 20.08% |
$76.9K - $84.3K
|
2.09K
$477K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
348+ 2.42% |
$76.7K - $84K
|
14.7K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
348New |
$76.7K - $84K
|
348
$79.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
345+ 18.32% |
$76K - $83.3K
|
2.23K
$509K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
333+ 1.31% |
$73.3K - $80.4K
|
25.7K
$5.87M
|