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 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-175- 6.02% |
$38.5K - $42.3K
|
2.73K
$641K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-176- 3.0% |
$38.8K - $42.5K
|
5.69K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-177- 9.92% |
$39K - $42.7K
|
1.61K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-179- 15.62% |
$39.4K - $43.2K
|
967
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-181- 1.83% |
$39.9K - $43.7K
|
9.73K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-182- 3.26% |
$40.1K - $43.9K
|
5.41K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-186- 4.32% |
$41K - $44.9K
|
4.12K
$967K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-189- 14.92% |
$41.6K - $45.6K
|
1.08K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-190- 2.05% |
$41.8K - $45.9K
|
9.06K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-191- 0.63% |
$42.1K - $46.1K
|
30.2K
$7.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-192- 1.49% |
$42.3K - $46.4K
|
12.7K
$2.98M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-193- 3.41% |
$42.5K - $46.6K
|
5.47K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-197- 6.07% |
$43.4K - $47.6K
|
3.05K
$716K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-198- 15.09% |
$43.6K - $47.8K
|
1.11K
$262K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-200- 66.45% |
$44.1K - $48.3K
|
101
$23.7K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-200- 8.62% |
$44.1K - $48.3K
|
2.12K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-200- 7.06% |
$44.1K - $48.3K
|
2.63K
$618K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-201- 0.63% |
$44.3K - $48.5K
|
31.9K
$7.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-202- 12.66% |
$44.5K - $48.8K
|
1.39K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-203- 8.36% |
$44.7K - $49K
|
2.23K
$523K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-204- 47.55% |
$44.9K - $49.3K
|
225
$52.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-208- 0.46% |
$45.8K - $50.2K
|
45.3K
$10.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-209- 2.93% |
$46K - $50.5K
|
6.92K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-209- 11.75% |
$46K - $50.5K
|
1.57K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-209- 0.86% |
$46K - $50.5K
|
24.1K
$5.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-212- 29.08% |
$46.7K - $51.2K
|
517
$121K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-221- 8.85% |
$48.7K - $53.4K
|
2.28K
$535K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-222- 0.89% |
$48.9K - $53.6K
|
24.7K
$5.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-222- 2.19% |
$48.9K - $53.6K
|
9.93K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-222- 7.67% |
$48.9K - $53.6K
|
2.67K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-223- 12.32% |
$49.1K - $53.8K
|
1.59K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-227- 11.51% |
$50K - $54.8K
|
1.75K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-228- 1.78% |
$50.2K - $55K
|
12.6K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-233- 3.11% |
$51.3K - $56.3K
|
7.26K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-236- 5.11% |
$52K - $57K
|
4.39K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-238- 0.79% |
$52.4K - $57.5K
|
30K
$7.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-238- 2.27% |
$52.4K - $57.5K
|
10.2K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-240- 6.64% |
$52.9K - $57.9K
|
3.37K
$792K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-240- 3.89% |
$52.9K - $57.9K
|
5.93K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-242- 0.21% |
$53.3K - $58.4K
|
117K
$27.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-245- 10.6% |
$54K - $59.2K
|
2.07K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-250- 60.24% |
$55.1K - $60.4K
|
165
$38.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-250- 11.07% |
$55.1K - $60.4K
|
2.01K
$472K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-250- 1.64% |
$55.1K - $60.4K
|
15K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-250- 20.83% |
$55.1K - $60.4K
|
950
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-256- 0.56% |
$56.4K - $61.8K
|
45.5K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-258- 1.4% |
$56.8K - $62.3K
|
18.2K
$4.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-258- 1.28% |
$56.8K - $62.3K
|
19.9K
$4.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-260- 10.68% |
$57.3K - $62.8K
|
2.18K
$511K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-265- 5.27% |
$58.4K - $64K
|
4.76K
$1.12M
|