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 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-1.5K- 35.34% |
$330K - $362K
|
2.75K
$645K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.51K- 9.03% |
$333K - $365K
|
15.2K
$3.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.52K- 8.61% |
$336K - $368K
|
16.2K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.53K- 3.13% |
$337K - $370K
|
47.4K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.54K- 6.47% |
$339K - $371K
|
22.2K
$5.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.55K- 5.4% |
$341K - $374K
|
27.2K
$6.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.56K- 28.68% |
$343K - $376K
|
3.87K
$909K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.59K- 35.99% |
$350K - $384K
|
2.83K
$664K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.61K- 42.74% |
$355K - $389K
|
2.16K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.61K- 3.63% |
$355K - $390K
|
42.8K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.63K- 85.26% |
$359K - $394K
|
282
$66.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.63K- 15.58% |
$359K - $394K
|
8.84K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.63K- 10.49% |
$360K - $394K
|
13.9K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.64K- 47.55% |
$361K - $395K
|
1.81K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.64K- 8.54% |
$361K - $396K
|
17.6K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.65K- 6.48% |
$363K - $398K
|
23.8K
$5.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.7K- 1.09% |
$374K - $410K
|
154K
$36.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.71K- 75.79% |
$376K - $413K
|
546
$128K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.72K- 2.1% |
$379K - $415K
|
80.2K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.76K- 5.76% |
$387K - $424K
|
28.7K
$6.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.76K- 5.89% |
$387K - $425K
|
28.1K
$6.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.77K- 6.83% |
$390K - $427K
|
24.1K
$5.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.79K- 28.33% |
$394K - $431K
|
4.52K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.79K- 5.07% |
$395K - $433K
|
33.5K
$7.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.8K- 13.97% |
$397K - $435K
|
11.1K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.83K- 5.56% |
$403K - $442K
|
31.1K
$7.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.83K- 12.86% |
$404K - $443K
|
12.4K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.9K- 4.69% |
$419K - $460K
|
38.7K
$9.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.93K- 1.41% |
$425K - $466K
|
135K
$31.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.98K- 3.55% |
$436K - $478K
|
53.8K
$12.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.01K- 12.33% |
$444K - $486K
|
14.3K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.05K- 5.81% |
$451K - $494K
|
33.2K
$7.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.14K- 7.97% |
$472K - $517K
|
24.7K
$5.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.14K- 8.38% |
$472K - $518K
|
23.4K
$5.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.15K- 53.7% |
$474K - $519K
|
1.85K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.21K- 39.72% |
$486K - $533K
|
3.35K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-2.24K- 8.04% |
$493K - $540K
|
25.6K
$6.01M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.35K- 4.89% |
$517K - $566K
|
45.6K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.35K- 3.89% |
$517K - $567K
|
58.1K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2.37K- 5.66% |
$522K - $572K
|
39.5K
$9.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.4K- 23.48% |
$528K - $578K
|
7.81K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 15.43% |
$547K - $599K
|
13.6K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.5K- 20.77% |
$551K - $604K
|
9.53K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Lodge Hill Capital, LLC
New York, NY |
SELL
|
- |
-2.54K- 42.33% |
$559K - $613K
|
3.46K
$813K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.55K- 2.32% |
$562K - $616K
|
107K
$25.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.59K- 22.49% |
$570K - $625K
|
8.93K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.69K- 1.87% |
$593K - $650K
|
141K
$33.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 5.71% |
$628K - $688K
|
47K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.88K- 1.69% |
$633K - $694K
|
168K
$39.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-3K- 41.63% |
$660K - $723K
|
4.2K
$986K
|