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 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$22K - $24.1K
|
100
$24.2K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
98+ 0.37% |
$21.6K - $23.7K
|
26.3K
$6.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
98+ 4.26% |
$21.6K - $23.7K
|
2.4K
$580K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
95+ 3.2% |
$20.9K - $22.9K
|
3.06K
$740K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
92+ 3.02% |
$20.3K - $22.2K
|
3.14K
$760K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
90+ 1.09% |
$19.8K - $21.7K
|
8.34K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
88+ 8.61% |
$19.4K - $21.2K
|
1.11K
$268K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
86+ 0.35% |
$18.9K - $20.8K
|
24.3K
$5.88M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
84+ 0.4% |
$18.5K - $20.3K
|
20.9K
$5.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
76+ 3.99% |
$16.7K - $18.3K
|
1.98K
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
70+ 0.04% |
$15.4K - $16.9K
|
168K
$40.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
70+ 4.67% |
$15.4K - $16.9K
|
1.57K
$379K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
68+ 0.76% |
$15K - $16.4K
|
8.99K
$2.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
67+ 0.2% |
$14.8K - $16.2K
|
34.3K
$8.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
65+ 7.3% |
$14.3K - $15.7K
|
956
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
62+ 0.4% |
$13.7K - $15K
|
15.4K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
62+ 2.56% |
$13.7K - $15K
|
2.49K
$601K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
62New |
$13.7K - $15K
|
62
$15K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
61+ 0.93% |
$13.4K - $14.7K
|
6.63K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
60+ 3.37% |
$13.2K - $14.5K
|
1.84K
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
56New |
$12.3K - $13.5K
|
56
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
56+ 4.79% |
$12.3K - $13.5K
|
1.23K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
54+ 0.9% |
$11.9K - $13K
|
6.02K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
53+ 0.08% |
$11.7K - $12.8K
|
63.8K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
49+ 0.32% |
$10.8K - $11.8K
|
15.2K
$3.66M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
49+ 4.6% |
$10.8K - $11.8K
|
1.11K
$269K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47New |
$10.4K - $11.3K
|
47
$11.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
45+ 1.17% |
$9.91K - $10.9K
|
3.91K
$944K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
45+ 2.81% |
$9.91K - $10.9K
|
1.64K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
43+ 1.48% |
$9.47K - $10.4K
|
2.96K
$715K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
41+ 0.17% |
$9.03K - $9.9K
|
24K
$5.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
40+ 2.4% |
$8.81K - $9.66K
|
1.71K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.26% |
$8.59K - $9.42K
|
3.14K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
37+ 0.99% |
$8.15K - $8.93K
|
3.77K
$912K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
35+ 0.88% |
$7.71K - $8.45K
|
4K
$968K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 4.89% |
$7.71K - $8.45K
|
751
$182K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
34+ 1.03% |
$7.49K - $8.21K
|
3.35K
$809K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
33+ 1.88% |
$7.27K - $7.97K
|
1.79K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
31New |
$6.83K - $7.48K
|
31
$7.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
31+ 1.81% |
$6.83K - $7.48K
|
1.75K
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
29+ 1.33% |
$6.39K - $7K
|
2.2K
$533K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
29+ 0.14% |
$6.39K - $7K
|
20K
$4.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
28+ 12.07% |
$6.17K - $6.76K
|
260
$62.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
26+ 1.47% |
$5.73K - $6.28K
|
1.8K
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
26+ 3.83% |
$5.73K - $6.28K
|
705
$170K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
24+ 2.77% |
$5.29K - $5.79K
|
890
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
23+ 0.6% |
$5.07K - $5.55K
|
3.85K
$931K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
23+ 1.09% |
$5.07K - $5.55K
|
2.14K
$518K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
22+ 1.83% |
$4.85K - $5.31K
|
1.22K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
21+ 0.42% |
$4.63K - $5.07K
|
5K
$1.21M
|