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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
49+ 0.32% |
$10.8K - $11.8K
|
15.2K
$3.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
49+ 3.7% |
$10.8K - $11.8K
|
1.38K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
48+ 1.14% |
$10.6K - $11.6K
|
4.27K
$976K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47New |
$10.4K - $11.3K
|
47
$10.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
47+ 4.36% |
$10.4K - $11.3K
|
1.13K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
47+ 1.71% |
$10.4K - $11.3K
|
2.8K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
46+ 2.86% |
$10.1K - $11.1K
|
1.66K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
45+ 1.17% |
$9.91K - $10.9K
|
3.91K
$892K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
45+ 2.81% |
$9.91K - $10.9K
|
1.64K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
44+ 1.55% |
$9.69K - $10.6K
|
2.89K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
44+ 1.95% |
$9.69K - $10.6K
|
2.3K
$525K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
43+ 1.48% |
$9.47K - $10.4K
|
2.96K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
43+ 3.0% |
$9.47K - $10.4K
|
1.48K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
42+ 2.33% |
$9.25K - $10.1K
|
1.84K
$421K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
41+ 0.17% |
$9.03K - $9.9K
|
24K
$5.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
41+ 3.14% |
$9.03K - $9.9K
|
1.35K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
40+ 2.4% |
$8.81K - $9.66K
|
1.71K
$391K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
40+ 1.66% |
$8.81K - $9.66K
|
2.46K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.26% |
$8.59K - $9.42K
|
3.14K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
39+ 90.7% |
$8.59K - $9.42K
|
82
$18.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
37+ 0.99% |
$8.15K - $8.93K
|
3.77K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
37+ 0.82% |
$8.15K - $8.93K
|
4.53K
$1.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 4.89% |
$7.71K - $8.45K
|
751
$172K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
35+ 0.88% |
$7.71K - $8.45K
|
4K
$915K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
34+ 1.03% |
$7.49K - $8.21K
|
3.35K
$765K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
34+ 77.27% |
$7.49K - $8.21K
|
78
$17.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
34+ 2.6% |
$7.49K - $8.21K
|
1.34K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
33+ 1.88% |
$7.27K - $7.97K
|
1.79K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
33New |
$7.27K - $7.97K
|
33
$7.54K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
31+ 1.81% |
$6.83K - $7.48K
|
1.75K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
31New |
$6.83K - $7.48K
|
31
$7.08K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
31+ 1.47% |
$6.83K - $7.48K
|
2.13K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
30+ 1.41% |
$6.61K - $7.24K
|
2.16K
$493K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
30+ 3.91% |
$6.61K - $7.24K
|
798
$182K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
29+ 0.14% |
$6.39K - $7K
|
20K
$4.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
29+ 1.33% |
$6.39K - $7K
|
2.2K
$504K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
29New |
$6.39K - $7K
|
29
$6.63K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
28+ 12.07% |
$6.17K - $6.76K
|
260
$59.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
28+ 1.08% |
$6.17K - $6.76K
|
2.62K
$599K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
26+ 1.47% |
$5.73K - $6.28K
|
1.8K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
26+ 3.83% |
$5.73K - $6.28K
|
705
$161K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
26+ 2.57% |
$5.73K - $6.28K
|
1.04K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
26New |
$5.73K - $6.28K
|
26
$5.94K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
25+ 0.45% |
$5.51K - $6.04K
|
5.63K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
25New |
$5.51K - $6.04K
|
25
$5.71K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
24+ 2.77% |
$5.29K - $5.79K
|
890
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
24+ 0.64% |
$5.29K - $5.79K
|
3.77K
$860K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
23+ 0.6% |
$5.07K - $5.55K
|
3.85K
$879K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
23+ 1.09% |
$5.07K - $5.55K
|
2.14K
$489K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
22+ 1.83% |
$4.85K - $5.31K
|
1.22K
$279K
|