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 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$220 - $241
|
1.2K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$220 - $241
|
2.13K
$486K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.21% |
$220 - $241
|
476
$109K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$220 - $241
|
1.83K
$417K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.08% |
$220 - $241
|
1.31K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1+ 0.07% |
$220 - $241
|
1.38K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.07% |
$220 - $241
|
1.41K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.08% |
$220 - $241
|
1.24K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.09% |
$220 - $241
|
1.18K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1+ 0.11% |
$220 - $241
|
904
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.09% |
$220 - $241
|
1.15K
$263K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1- 0.03% |
$220 - $241
|
3.05K
$697K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 0.24% |
$220 - $241
|
410
$93.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.08% |
$220 - $241
|
1.23K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1- 0.01% |
$220 - $241
|
8.31K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-2- 0.24% |
$441 - $483
|
822
$188K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2- 0.09% |
$441 - $483
|
2.17K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.06% |
$441 - $483
|
3.11K
$710K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2- 0.12% |
$441 - $483
|
1.63K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-2- 6.25% |
$441 - $483
|
30
$6.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2- 0.13% |
$441 - $483
|
1.5K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-3- 0.23% |
$661 - $724
|
1.32K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.09% |
$881 - $966
|
4.65K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.26% |
$881 - $966
|
1.51K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4- 0.05% |
$881 - $966
|
8.4K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4- 0.42% |
$881 - $966
|
938
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-5- 1.99% |
$1.1K - $1.21K
|
246
$56.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6- 0.34% |
$1.32K - $1.45K
|
1.77K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-6- 0.52% |
$1.32K - $1.45K
|
1.16K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-7- 0.18% |
$1.54K - $1.69K
|
3.87K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7- 0.13% |
$1.54K - $1.69K
|
5.23K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-7- 0.21% |
$1.54K - $1.69K
|
3.39K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-7- 0.5% |
$1.54K - $1.69K
|
1.4K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-8- 0.02% |
$1.76K - $1.93K
|
38.9K
$8.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-8- 0.42% |
$1.76K - $1.93K
|
1.89K
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-8- 0.24% |
$1.76K - $1.93K
|
3.33K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.16% |
$1.76K - $1.93K
|
4.92K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.45% |
$2.2K - $2.41K
|
2.19K
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-10- 0.19% |
$2.2K - $2.41K
|
5.34K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.58% |
$2.2K - $2.41K
|
1.72K
$393K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-12- 0.01% |
$2.64K - $2.9K
|
104K
$23.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-12- 0.2% |
$2.64K - $2.9K
|
5.85K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-13- 1.42% |
$2.86K - $3.14K
|
903
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13- 0.04% |
$2.86K - $3.14K
|
35.6K
$8.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-14- 1.11% |
$3.08K - $3.38K
|
1.24K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-14- 0.37% |
$3.08K - $3.38K
|
3.81K
$869K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-14- 1.04% |
$3.08K - $3.38K
|
1.33K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-14- 1.2% |
$3.08K - $3.38K
|
1.15K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-14- 1.08% |
$3.08K - $3.38K
|
1.28K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-14- 1.01% |
$3.08K - $3.38K
|
1.38K
$314K
|