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 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.06K+ 1.94% |
$673K - $738K
|
160K
$38.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.02K+ 96.0% |
$666K - $730K
|
6.17K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3K+ 5.87% |
$660K - $724K
|
54K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.92K+ 3.83% |
$642K - $704K
|
79K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.86K+ 0.6% |
$630K - $691K
|
483K
$117M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.8K+ 29.66% |
$617K - $676K
|
12.2K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.74K+ 64.8% |
$603K - $661K
|
6.96K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.74K+ 16.47% |
$602K - $660K
|
19.3K
$4.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.68K+ 252.31% |
$590K - $646K
|
3.74K
$904K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.63K+ 13.18% |
$580K - $635K
|
22.6K
$5.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.58KNew |
$567K - $622K
|
2.58K
$623K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.57K+ 6.11% |
$565K - $620K
|
44.6K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.48K+ 4.7% |
$546K - $598K
|
55.2K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.47K+ 84.02% |
$544K - $597K
|
5.41K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.46K+ 12.1% |
$541K - $593K
|
22.8K
$5.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.41K+ 9.09% |
$531K - $582K
|
28.9K
$7M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.3K+ 1.34% |
$506K - $555K
|
173K
$41.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.24KNew |
$493K - $541K
|
2.24K
$541K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.11K+ 0.74% |
$465K - $510K
|
289K
$69.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.11K+ 27.09% |
$465K - $510K
|
9.91K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.1K+ 1.8% |
$462K - $506K
|
118K
$28.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 0.72% |
$430K - $472K
|
272K
$65.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.93KNew |
$426K - $467K
|
1.93K
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.92K+ 0.41% |
$423K - $464K
|
475K
$115M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.89KNew |
$416K - $456K
|
1.89K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.87KNew |
$412K - $451K
|
1.87K
$452K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.83K+ 3.57% |
$403K - $442K
|
53.1K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.77K+ 0.78% |
$389K - $426K
|
228K
$55.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.74K+ 9.01% |
$383K - $420K
|
21K
$5.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.68K+ 21.61% |
$371K - $407K
|
9.48K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.63K+ 1.84% |
$358K - $392K
|
89.8K
$21.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.61KNew |
$355K - $389K
|
1.61K
$390K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.61KNew |
$354K - $388K
|
1.61K
$388K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.59K+ 113.78% |
$351K - $385K
|
3K
$724K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.59K+ 10.55% |
$350K - $383K
|
16.6K
$4.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.48KNew |
$326K - $357K
|
1.48K
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.45K+ 21.46% |
$319K - $350K
|
8.2K
$1.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.39K+ 13.95% |
$305K - $335K
|
11.3K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.22KNew |
$269K - $295K
|
1.22K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 18.71% |
$269K - $295K
|
7.74K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
1.18KNew |
$260K - $285K
|
1.18K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.14KNew |
$252K - $276K
|
1.14K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 32.78% |
$249K - $273K
|
4.59K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.11K+ 31.74% |
$245K - $269K
|
4.62K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.1K+ 50.32% |
$242K - $266K
|
3.29K
$795K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.07KNew |
$235K - $257K
|
1.07K
$258K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.02KNew |
$225K - $246K
|
1.02K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.01K+ 38.36% |
$222K - $243K
|
3.63K
$878K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1K+ 2.09% |
$220K - $241K
|
48.9K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
994New |
$219K - $240K
|
994
$240K
|