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 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
22+ 15.71% |
$4.85K - $5.31K
|
162
$37K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
22+ 0.02% |
$4.85K - $5.31K
|
138K
$31.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
22New |
$4.85K - $5.31K
|
22
$5.03K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
21+ 0.42% |
$4.63K - $5.07K
|
5K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
21+ 2.03% |
$4.63K - $5.07K
|
1.05K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
21+ 5.75% |
$4.63K - $5.07K
|
386
$88.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20+ 0.51% |
$4.41K - $4.83K
|
3.91K
$894K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
19+ 0.95% |
$4.18K - $4.59K
|
2.02K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19+ 37.25% |
$4.18K - $4.59K
|
70
$16K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18New |
$3.96K - $4.35K
|
18
$4.11K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
17+ 0.29% |
$3.74K - $4.1K
|
5.79K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
17+ 1.06% |
$3.74K - $4.1K
|
1.62K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
16+ 0.41% |
$3.52K - $3.86K
|
3.91K
$893K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
16+ 4.42% |
$3.52K - $3.86K
|
378
$86.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
15+ 0.24% |
$3.3K - $3.62K
|
6.23K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$3.3K - $3.62K
|
14K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.59% |
$3.08K - $3.38K
|
2.39K
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14+ 0.07% |
$3.08K - $3.38K
|
19K
$4.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13+ 0.17% |
$2.86K - $3.14K
|
7.84K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$2.86K - $3.14K
|
13
$2.97K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
13New |
$2.86K - $3.14K
|
13
$2.97K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
13+ 0.38% |
$2.86K - $3.14K
|
3.45K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
13+ 0.02% |
$2.86K - $3.14K
|
52.3K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12+ 0.37% |
$2.64K - $2.9K
|
3.27K
$747K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.16% |
$2.42K - $2.66K
|
7.01K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.2% |
$2.42K - $2.66K
|
5.46K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.14% |
$2.2K - $2.41K
|
7.34K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
10+ 0.02% |
$2.2K - $2.41K
|
47.7K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
10+ 0.52% |
$2.2K - $2.41K
|
1.94K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
10New |
$2.2K - $2.41K
|
10
$2.29K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
9+ 0.09% |
$1.98K - $2.17K
|
10K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9+ 0.03% |
$1.98K - $2.17K
|
29.6K
$6.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
9+ 0.22% |
$1.98K - $2.17K
|
4.08K
$931K
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
8+ 0.22% |
$1.76K - $1.93K
|
3.72K
$850K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
8+ 0.31% |
$1.76K - $1.93K
|
2.57K
$586K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8New |
$1.76K - $1.93K
|
8
$1.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.22% |
$1.76K - $1.93K
|
3.59K
$821K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7+ 0.09% |
$1.54K - $1.69K
|
7.9K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
7+ 0.65% |
$1.54K - $1.69K
|
1.09K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
7+ 0.18% |
$1.54K - $1.69K
|
3.9K
$890K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.56% |
$1.32K - $1.45K
|
1.08K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.15% |
$1.32K - $1.45K
|
4.04K
$923K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
5+ 0.13% |
$1.1K - $1.21K
|
3.75K
$857K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5+ 0.81% |
$1.1K - $1.21K
|
622
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 250.0% |
$1.1K - $1.21K
|
7
$1.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.1% |
$1.1K - $1.21K
|
5.19K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$1.1K - $1.21K
|
3.52K
$803K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.11% |
$1.1K - $1.21K
|
4.61K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
5New |
$1.1K - $1.21K
|
5
$1.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.16% |
$1.1K - $1.21K
|
3.11K
$710K
|