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 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-986- 5.48% |
$217K - $238K
|
17K
$4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-987- 1.33% |
$217K - $238K
|
73K
$17.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-990- 2.29% |
$218K - $239K
|
42.2K
$9.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-999- 51.0% |
$220K - $241K
|
960
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1K- 4.87% |
$220K - $241K
|
19.5K
$4.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.01K- 1.83% |
$222K - $243K
|
54.2K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.01K- 19.2% |
$222K - $244K
|
4.25K
$998K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.02K- 2.69% |
$226K - $247K
|
37.1K
$8.71M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 51.9% |
$226K - $247K
|
950
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.05K- 1.33% |
$230K - $253K
|
77.7K
$18.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.05K- 14.17% |
$231K - $253K
|
6.35K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-1.06K- 5.66% |
$232K - $255K
|
17.6K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.06K- 3.13% |
$233K - $255K
|
32.6K
$7.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.06K- 44.48% |
$233K - $256K
|
1.32K
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.06K- 23.45% |
$234K - $257K
|
3.47K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.07K- 25.09% |
$236K - $258K
|
3.2K
$750K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 4.08% |
$237K - $259K
|
25.2K
$5.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.08K- 10.34% |
$238K - $261K
|
9.36K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.09K- 91.6% |
$240K - $263K
|
100
$23.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.1K- 2.69% |
$242K - $265K
|
39.8K
$9.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.1K- 28.26% |
$243K - $266K
|
2.8K
$657K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-1.11K- 1.03% |
$244K - $268K
|
107K
$25.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.12K- 8.63% |
$247K - $271K
|
11.9K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.16K- 2.52% |
$255K - $279K
|
44.7K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.19K- 11.38% |
$262K - $288K
|
9.28K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.22K- 53.4% |
$268K - $294K
|
1.06K
$249K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.22K- 7.43% |
$268K - $294K
|
15.1K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.22K- 1.13% |
$269K - $295K
|
107K
$25.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.23K- 5.86% |
$270K - $296K
|
19.7K
$4.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.26K- 28.98% |
$278K - $304K
|
3.09K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.27K- 3.01% |
$279K - $306K
|
40.8K
$9.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.3K- 57.29% |
$286K - $313K
|
967
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.3K- 5.07% |
$286K - $314K
|
24.3K
$5.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 2.32% |
$288K - $316K
|
55.1K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.33K- 1.12% |
$293K - $321K
|
118K
$27.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-1.33K- 12.71% |
$293K - $321K
|
9.14K
$2.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.35K- 11.22% |
$298K - $326K
|
10.7K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.36K- 5.27% |
$299K - $328K
|
24.4K
$5.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.37K- 4.5% |
$302K - $331K
|
29.1K
$6.82M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.37K- 0.71% |
$302K - $331K
|
192K
$45.2M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.38K- 22.16% |
$303K - $332K
|
4.83K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.4K- 2.08% |
$307K - $337K
|
65.6K
$15.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.41K- 21.0% |
$310K - $340K
|
5.29K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.42K- 1.46% |
$312K - $342K
|
95.5K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.44K- 44.65% |
$316K - $346K
|
1.78K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.45K- 2.03% |
$320K - $351K
|
70K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 37.42% |
$324K - $355K
|
2.46K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-1.47K- 0.84% |
$325K - $356K
|
174K
$40.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.49K- 29.91% |
$328K - $359K
|
3.48K
$818K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.49K- 3.68% |
$329K - $360K
|
39.1K
$9.19M
|