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 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
332+ 35.43% |
$73.1K - $80.2K
|
1.27K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
331+ 9.88% |
$72.9K - $79.9K
|
3.68K
$841K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
330+ 2.34% |
$72.7K - $79.7K
|
14.4K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
329+ 10.9% |
$72.5K - $79.4K
|
3.35K
$765K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
323+ 22.21% |
$71.1K - $78K
|
1.78K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
323+ 0.96% |
$71.1K - $78K
|
33.9K
$7.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
322New |
$70.9K - $77.7K
|
322
$73.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
318+ 3.51% |
$70K - $76.8K
|
9.39K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
312+ 20.39% |
$68.7K - $75.3K
|
1.84K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
311+ 15.08% |
$68.5K - $75.1K
|
2.37K
$542K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
304+ 10.87% |
$67K - $73.4K
|
3.1K
$708K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
302+ 29.58% |
$66.5K - $72.9K
|
1.32K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
302+ 0.37% |
$66.5K - $72.9K
|
81.7K
$18.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
300+ 2.56% |
$66.1K - $72.4K
|
12K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
300+ 25.71% |
$66.1K - $72.4K
|
1.47K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
295+ 11.42% |
$65K - $71.2K
|
2.88K
$658K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
295+ 8.66% |
$65K - $71.2K
|
3.7K
$846K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
294+ 0.47% |
$64.8K - $71K
|
63.4K
$14.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
293New |
$64.5K - $70.7K
|
293
$67K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
287+ 1.51% |
$63.2K - $69.3K
|
19.2K
$4.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
287+ 0.16% |
$63.2K - $69.3K
|
179K
$40.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
284+ 7.69% |
$62.6K - $68.6K
|
3.98K
$909K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
280+ 0.93% |
$61.7K - $67.6K
|
30.2K
$6.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
274+ 10.78% |
$60.4K - $66.2K
|
2.82K
$643K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
265+ 12.98% |
$58.4K - $64K
|
2.31K
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
261+ 1.65% |
$57.5K - $63K
|
16.1K
$3.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
260+ 12.49% |
$57.3K - $62.8K
|
2.34K
$535K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
257+ 17.13% |
$56.6K - $62.1K
|
1.76K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
256New |
$56.4K - $61.8K
|
256
$58.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
252+ 7.98% |
$55.5K - $60.8K
|
3.41K
$779K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
251New |
$55.3K - $60.6K
|
251
$57.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
248+ 11.53% |
$54.6K - $59.9K
|
2.4K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
247+ 25.84% |
$54.4K - $59.6K
|
1.2K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
247+ 2.35% |
$54.4K - $59.6K
|
10.8K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
246+ 4.94% |
$54.2K - $59.4K
|
5.23K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
246+ 1.34% |
$54.2K - $59.4K
|
18.5K
$4.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
245+ 10.51% |
$54K - $59.2K
|
2.58K
$589K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
245+ 7.87% |
$54K - $59.2K
|
3.36K
$768K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
244New |
$53.7K - $58.9K
|
244
$55.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
244New |
$53.7K - $58.9K
|
244
$55.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
243+ 0.88% |
$53.5K - $58.7K
|
28K
$6.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
242+ 20.25% |
$53.3K - $58.4K
|
1.44K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
242+ 3.06% |
$53.3K - $58.4K
|
8.15K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
241+ 16.94% |
$53.1K - $58.2K
|
1.66K
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
240+ 0.85% |
$52.9K - $57.9K
|
28.4K
$6.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
240+ 0.58% |
$52.9K - $57.9K
|
41.6K
$9.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
232+ 0.55% |
$51.1K - $56K
|
42.3K
$9.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
232+ 1.32% |
$51.1K - $56K
|
17.8K
$4.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
230+ 0.66% |
$50.7K - $55.5K
|
35.3K
$8.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
229+ 0.82% |
$50.4K - $55.3K
|
28K
$6.4M
|