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 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
331+ 9.88% |
$72.9K - $79.9K
|
3.68K
$890K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
323+ 0.96% |
$71.1K - $78K
|
33.9K
$8.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
323+ 22.21% |
$71.1K - $78K
|
1.78K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
304+ 10.87% |
$67K - $73.4K
|
3.1K
$750K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
302+ 29.58% |
$66.5K - $72.9K
|
1.32K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
294+ 0.47% |
$64.8K - $71K
|
63.4K
$15.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
257+ 17.13% |
$56.6K - $62.1K
|
1.76K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
256New |
$56.4K - $61.8K
|
256
$61.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
252+ 7.98% |
$55.5K - $60.8K
|
3.41K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
251New |
$55.3K - $60.6K
|
251
$60.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
247+ 25.84% |
$54.4K - $59.6K
|
1.2K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
246+ 4.94% |
$54.2K - $59.4K
|
5.23K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
245+ 10.51% |
$54K - $59.2K
|
2.58K
$623K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
242+ 20.25% |
$53.3K - $58.4K
|
1.44K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
240+ 0.85% |
$52.9K - $57.9K
|
28.4K
$6.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
232+ 0.55% |
$51.1K - $56K
|
42.3K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
220+ 0.21% |
$48.5K - $53.1K
|
107K
$25.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
214+ 1.33% |
$47.1K - $51.7K
|
16.3K
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
208+ 5.11% |
$45.8K - $50.2K
|
4.28K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
200+ 56.5% |
$44.1K - $48.3K
|
554
$134K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
200+ 1.73% |
$44.1K - $48.3K
|
11.7K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
199+ 1.19% |
$43.8K - $48K
|
16.9K
$4.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
187+ 3.84% |
$41.2K - $45.1K
|
5.05K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
183+ 5.88% |
$40.3K - $44.2K
|
3.3K
$797K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
179+ 10.16% |
$39.4K - $43.2K
|
1.94K
$469K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
172+ 18.03% |
$37.9K - $41.5K
|
1.13K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
165+ 3.49% |
$36.3K - $39.8K
|
4.89K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
159+ 0.76% |
$35K - $38.4K
|
21K
$5.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
152+ 7.52% |
$33.5K - $36.7K
|
2.17K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
152+ 2.35% |
$33.5K - $36.7K
|
6.62K
$1.6M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
150+ 7.48% |
$33K - $36.2K
|
2.16K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
146+ 4.52% |
$32.2K - $35.3K
|
3.38K
$817K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
146+ 1.11% |
$32.2K - $35.3K
|
13.3K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
145+ 9.26% |
$31.9K - $35K
|
1.71K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
143+ 1.04% |
$31.5K - $34.5K
|
13.8K
$3.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
138+ 14.89% |
$30.4K - $33.3K
|
1.07K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
134+ 3.79% |
$29.5K - $32.4K
|
3.67K
$887K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
133+ 8.5% |
$29.3K - $32.1K
|
1.7K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
130+ 15.35% |
$28.6K - $31.4K
|
977
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
129+ 7.3% |
$28.4K - $31.1K
|
1.9K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
125+ 9.84% |
$27.5K - $30.2K
|
1.4K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
122+ 1.89% |
$26.9K - $29.5K
|
6.57K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
120+ 4.31% |
$26.4K - $29K
|
2.91K
$703K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
117+ 0.17% |
$25.8K - $28.2K
|
67.4K
$16.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
113+ 2.19% |
$24.9K - $27.3K
|
5.26K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
108+ 0.35% |
$23.8K - $26.1K
|
30.9K
$7.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
107+ 201.89% |
$23.6K - $25.8K
|
160
$38.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
100+ 0.11% |
$22K - $24.1K
|
91K
$22M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
100New |
$22K - $24.1K
|
100
$24.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 0.62% |
$22K - $24.1K
|
16.2K
$3.91M
|