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
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
988New |
$218K - $239K
|
988
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
981+ 1.44% |
$216K - $237K
|
68.9K
$16.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
961+ 7.3% |
$212K - $232K
|
14.1K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
961New |
$212K - $232K
|
961
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
927+ 1.06% |
$204K - $224K
|
88.6K
$21.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
922New |
$203K - $223K
|
922
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
919New |
$202K - $222K
|
919
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
913New |
$201K - $220K
|
913
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
903+ 9.33% |
$199K - $218K
|
10.6K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
897New |
$198K - $217K
|
897
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
887New |
$195K - $214K
|
887
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
877New |
$193K - $212K
|
877
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
877+ 1.84% |
$193K - $212K
|
48.5K
$11.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
872+ 1.8% |
$192K - $211K
|
49.4K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
870New |
$192K - $210K
|
870
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
865New |
$191K - $209K
|
865
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
836+ 4.73% |
$184K - $202K
|
18.5K
$4.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
797+ 19.28% |
$176K - $192K
|
4.93K
$1.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
775+ 111.35% |
$171K - $187K
|
1.47K
$356K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
757+ 174.83% |
$167K - $183K
|
1.19K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
715+ 18.22% |
$157K - $173K
|
4.64K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
714+ 22.69% |
$157K - $172K
|
3.86K
$934K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
707+ 5.04% |
$156K - $171K
|
14.7K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
685+ 28.51% |
$151K - $165K
|
3.09K
$747K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
673+ 25.47% |
$148K - $162K
|
3.32K
$802K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
657+ 2.62% |
$145K - $159K
|
25.7K
$6.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
576+ 9.49% |
$127K - $139K
|
6.64K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
574+ 40.57% |
$126K - $139K
|
1.99K
$481K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
572+ 6.57% |
$126K - $138K
|
9.27K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
538+ 4.19% |
$118K - $130K
|
13.4K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
537+ 196.7% |
$118K - $130K
|
810
$196K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
535+ 1.99% |
$118K - $129K
|
27.4K
$6.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
532+ 1.88% |
$117K - $128K
|
28.8K
$6.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
527+ 3.8% |
$116K - $127K
|
14.4K
$3.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
496+ 34.66% |
$109K - $120K
|
1.93K
$466K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
489+ 5.1% |
$108K - $118K
|
10.1K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
485+ 45.16% |
$107K - $117K
|
1.56K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
470+ 21.31% |
$104K - $113K
|
2.68K
$647K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
450+ 8.03% |
$99.1K - $109K
|
6.05K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
447+ 3.37% |
$98.5K - $108K
|
13.7K
$3.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
441+ 27.32% |
$97.1K - $106K
|
2.06K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
441+ 25.49% |
$97.1K - $106K
|
2.17K
$525K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
432+ 23.71% |
$95.2K - $104K
|
2.25K
$545K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
405+ 4.21% |
$89.2K - $97.8K
|
10K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
399+ 14.47% |
$87.9K - $96.3K
|
3.16K
$763K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
397+ 2.02% |
$87.4K - $95.9K
|
20.1K
$4.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
393+ 2.06% |
$86.6K - $94.9K
|
19.5K
$4.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
371+ 4.03% |
$81.7K - $89.6K
|
9.57K
$2.31M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
352+ 1.7% |
$77.5K - $85K
|
21.1K
$5.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
348+ 2.42% |
$76.7K - $84K
|
14.7K
$3.56M
|