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 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-115- 5.24% |
$25.3K - $27.8K
|
2.08K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-116- 2.07% |
$25.6K - $28K
|
5.49K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-116- 3.23% |
$25.6K - $28K
|
3.48K
$794K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-117- 2.04% |
$25.8K - $28.2K
|
5.61K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-117- 3.72% |
$25.8K - $28.2K
|
3.03K
$691K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-117- 0.66% |
$25.8K - $28.2K
|
17.6K
$4.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-118- 1.82% |
$26K - $28.5K
|
6.37K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-118- 1.69% |
$26K - $28.5K
|
6.87K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-122- 9.15% |
$26.9K - $29.5K
|
1.21K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-122- 1.8% |
$26.9K - $29.5K
|
6.67K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-123- 2.63% |
$27.1K - $29.7K
|
4.56K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-123- 0.62% |
$27.1K - $29.7K
|
19.6K
$4.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-125- 5.3% |
$27.5K - $30.2K
|
2.23K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-127- 3.33% |
$28K - $30.7K
|
3.69K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-127- 4.17% |
$28K - $30.7K
|
2.92K
$667K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-129- 3.34% |
$28.4K - $31.1K
|
3.73K
$853K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-129- 6.44% |
$28.4K - $31.1K
|
1.88K
$428K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-131- 1.75% |
$28.9K - $31.6K
|
7.36K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-134- 13.28% |
$29.5K - $32.4K
|
875
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-135- 1.81% |
$29.7K - $32.6K
|
7.34K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-138- 3.8% |
$30.4K - $33.3K
|
3.5K
$799K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-138- 12.59% |
$30.4K - $33.3K
|
958
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-141- 7.96% |
$31.1K - $34K
|
1.63K
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-142- 1.16% |
$31.3K - $34.3K
|
12.1K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-142- 2.24% |
$31.3K - $34.3K
|
6.19K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-143- 0.71% |
$31.5K - $34.5K
|
20.1K
$4.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-144- 1.82% |
$31.7K - $34.8K
|
7.77K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-149- 2.08% |
$32.8K - $36K
|
7.03K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-151- 7.38% |
$33.3K - $36.5K
|
1.9K
$433K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-152- 8.71% |
$33.5K - $36.7K
|
1.59K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-153- 25.54% |
$33.7K - $36.9K
|
446
$102K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-154- 6.54% |
$33.9K - $37.2K
|
2.2K
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-154- 4.63% |
$33.9K - $37.2K
|
3.17K
$724K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-154- 0.4% |
$33.9K - $37.2K
|
38.5K
$8.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-157- 2.29% |
$34.6K - $37.9K
|
6.71K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-158- 5.8% |
$34.8K - $38.1K
|
2.57K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-159- 1.64% |
$35K - $38.4K
|
9.55K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-159- 1.4% |
$35K - $38.4K
|
11.2K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-161- 0.65% |
$35.5K - $38.9K
|
24.5K
$5.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-165- 2.38% |
$36.3K - $39.8K
|
6.77K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-167- 2.3% |
$36.8K - $40.3K
|
7.1K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-169- 5.55% |
$37.2K - $40.8K
|
2.88K
$658K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-170- 0.82% |
$37.4K - $41K
|
20.5K
$4.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-170- 1.68% |
$37.4K - $41K
|
9.96K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-170- 9.88% |
$37.4K - $41K
|
1.55K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-170- 3.31% |
$37.4K - $41K
|
4.96K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-173- 5.06% |
$38.1K - $41.8K
|
3.25K
$742K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-174- 4.09% |
$38.3K - $42K
|
4.08K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-174- 1.76% |
$38.3K - $42K
|
9.74K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-175- 1.82% |
$38.5K - $42.3K
|
9.47K
$2.16M
|