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 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-271- 2.45% |
$59.7K - $65.4K
|
10.8K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-271- 14.78% |
$59.7K - $65.4K
|
1.56K
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-277- 0.69% |
$61K - $66.9K
|
39.9K
$9.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-280- 16.16% |
$61.7K - $67.6K
|
1.45K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-281- 0.29% |
$61.9K - $67.8K
|
96.9K
$22.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-282- 24.04% |
$62.1K - $68.1K
|
891
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-282- 4.36% |
$62.1K - $68.1K
|
6.19K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-284- 1.58% |
$62.6K - $68.6K
|
17.7K
$4.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-287- 2.16% |
$63.2K - $69.3K
|
13K
$3.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-288- 1.73% |
$63.4K - $69.5K
|
16.4K
$3.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-294- 0.64% |
$64.8K - $71K
|
45.4K
$10.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-295- 0.85% |
$65K - $71.2K
|
34.5K
$8.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-300- 20.0% |
$66.1K - $72.4K
|
1.2K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-302- 5.04% |
$66.5K - $72.9K
|
5.69K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-304- 2.33% |
$67K - $73.4K
|
12.8K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-314- 3.53% |
$69.2K - $75.8K
|
8.58K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-314- 7.53% |
$69.2K - $75.8K
|
3.85K
$905K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-315- 8.42% |
$69.4K - $76.1K
|
3.43K
$804K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-317- 1.43% |
$69.8K - $76.5K
|
21.9K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-317- 2.75% |
$69.8K - $76.5K
|
11.2K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-319- 8.51% |
$70.3K - $77K
|
3.43K
$806K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-322- 0.58% |
$70.9K - $77.7K
|
55.5K
$13M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-330- 31.34% |
$72.7K - $79.7K
|
723
$170K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-332- 0.4% |
$73.1K - $80.2K
|
83.2K
$19.5M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-332- 4.29% |
$73.1K - $80.2K
|
7.41K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-335- 99.7% |
$73.8K - $80.9K
|
1
$235
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-335- 5.56% |
$73.8K - $80.9K
|
5.69K
$1.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-336- 52.83% |
$74K - $81.1K
|
300
$70.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-336- 6.4% |
$74K - $81.1K
|
4.92K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-340- 10.55% |
$74.9K - $82.1K
|
2.88K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-340- 6.73% |
$74.9K - $82.1K
|
4.71K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-340- 1.17% |
$74.9K - $82.1K
|
28.7K
$6.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-344- 14.91% |
$75.8K - $83.1K
|
1.96K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-352- 0.7% |
$77.5K - $85K
|
49.7K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-354- 15.58% |
$78K - $85.5K
|
1.92K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-360- 6.84% |
$79.3K - $86.9K
|
4.91K
$1.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-363- 3.6% |
$80K - $87.6K
|
9.72K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-369- 1.19% |
$81.3K - $89.1K
|
30.6K
$7.18M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-389- 1.76% |
$85.7K - $93.9K
|
21.7K
$5.1M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-390- 7.68% |
$85.9K - $94.2K
|
4.69K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-397- 2.82% |
$87.4K - $95.9K
|
13.7K
$3.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-399- 18.03% |
$87.9K - $96.3K
|
1.81K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-400- 5.42% |
$88.1K - $96.6K
|
6.98K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-400- 25.81% |
$88.1K - $96.6K
|
1.15K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-400- 2.49% |
$88.1K - $96.6K
|
15.7K
$3.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-401- 18.89% |
$88.3K - $96.8K
|
1.72K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-407- 9.53% |
$89.6K - $98.3K
|
3.86K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-409- 7.22% |
$90.1K - $98.7K
|
5.26K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-410- 11.63% |
$90.3K - $99K
|
3.11K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-413- 6.81% |
$91K - $99.7K
|
5.65K
$1.33M
|