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 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-14- 0.37% |
$3.08K - $3.38K
|
3.81K
$920K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-14- 1.04% |
$3.08K - $3.38K
|
1.33K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-14- 1.11% |
$3.08K - $3.38K
|
1.24K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-15- 1.59% |
$3.3K - $3.62K
|
928
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-16- 3.09% |
$3.52K - $3.86K
|
502
$121K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17- 0.12% |
$3.74K - $4.1K
|
13.8K
$3.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-18- 0.36% |
$3.96K - $4.35K
|
5.05K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-19- 0.46% |
$4.18K - $4.59K
|
4.1K
$992K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-20- 0.28% |
$4.41K - $4.83K
|
7.05K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-22- 0.13% |
$4.85K - $5.31K
|
16.3K
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-22- 1.39% |
$4.85K - $5.31K
|
1.56K
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-24- 1.3% |
$5.29K - $5.79K
|
1.83K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-25- 0.24% |
$5.51K - $6.04K
|
10.3K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-25- 0.75% |
$5.51K - $6.04K
|
3.29K
$796K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-25- 0.84% |
$5.51K - $6.04K
|
2.95K
$712K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-26- 0.52% |
$5.73K - $6.28K
|
5.01K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-27- 0.61% |
$5.95K - $6.52K
|
4.41K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-28- 0.72% |
$6.17K - $6.76K
|
3.84K
$929K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-31- 2.05% |
$6.83K - $7.48K
|
1.48K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-32- 0.46% |
$7.05K - $7.73K
|
6.97K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-32- 1.19% |
$7.05K - $7.73K
|
2.66K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.14% |
$7.71K - $8.45K
|
3.04K
$735K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-36- 0.82% |
$7.93K - $8.69K
|
4.35K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-40- 3.73% |
$8.81K - $9.66K
|
1.03K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-41- 1.47% |
$9.03K - $9.9K
|
2.75K
$665K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-42- 0.21% |
$9.25K - $10.1K
|
20.3K
$4.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-42- 0.92% |
$9.25K - $10.1K
|
4.51K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-42- 1.1% |
$9.25K - $10.1K
|
3.79K
$917K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-43- 4.97% |
$9.47K - $10.4K
|
822
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-43- 0.51% |
$9.47K - $10.4K
|
8.46K
$2.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-45- 16.79% |
$9.91K - $10.9K
|
223
$53.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-48- 0.79% |
$10.6K - $11.6K
|
6.01K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-49- 1.86% |
$10.8K - $11.8K
|
2.58K
$625K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-50- 5.0% |
$11K - $12.1K
|
951
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-54- 0.26% |
$11.9K - $13K
|
20.4K
$4.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-54- 0.65% |
$11.9K - $13K
|
8.22K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-55- 0.69% |
$12.1K - $13.3K
|
7.9K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-58- 5.0% |
$12.8K - $14K
|
1.1K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-60- 0.64% |
$13.2K - $14.5K
|
9.37K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-60- 0.8% |
$13.2K - $14.5K
|
7.48K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-63- 5.77% |
$13.9K - $15.2K
|
1.03K
$249K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-71- 3.96% |
$15.6K - $17.1K
|
1.72K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-82- 0.68% |
$18.1K - $19.8K
|
11.9K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-83- 2.97% |
$18.3K - $20K
|
2.71K
$656K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-84- 0.46% |
$18.5K - $20.3K
|
18.2K
$4.41M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-85- 1.14% |
$18.7K - $20.5K
|
7.39K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-92- 3.67% |
$20.3K - $22.2K
|
2.42K
$585K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-94- 5.24% |
$20.7K - $22.7K
|
1.7K
$411K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-95- 0.57% |
$20.9K - $22.9K
|
16.4K
$3.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-96- 2.45% |
$21.1K - $23.2K
|
3.83K
$926K
|