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
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-98- 6.09% |
$21.6K - $23.7K
|
1.51K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 4.86% |
$21.6K - $23.7K
|
1.92K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-100- 6.79% |
$22K - $24.1K
|
1.37K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-103- 2.38% |
$22.7K - $24.9K
|
4.22K
$1.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-112- 0.97% |
$24.7K - $27K
|
11.5K
$2.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-112- 9.08% |
$24.7K - $27K
|
1.12K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-115- 5.24% |
$25.3K - $27.8K
|
2.08K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-116- 2.07% |
$25.6K - $28K
|
5.49K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-117- 2.04% |
$25.8K - $28.2K
|
5.61K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-117- 3.72% |
$25.8K - $28.2K
|
3.03K
$732K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-118- 1.82% |
$26K - $28.5K
|
6.37K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-125- 5.3% |
$27.5K - $30.2K
|
2.23K
$540K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-129- 3.34% |
$28.4K - $31.1K
|
3.73K
$903K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-135- 1.81% |
$29.7K - $32.6K
|
7.34K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-138- 3.8% |
$30.4K - $33.3K
|
3.5K
$845K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-144- 1.82% |
$31.7K - $34.8K
|
7.77K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-170- 0.82% |
$37.4K - $41K
|
20.5K
$4.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-179- 15.62% |
$39.4K - $43.2K
|
967
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-181- 1.83% |
$39.9K - $43.7K
|
9.73K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-190- 2.05% |
$41.8K - $45.9K
|
9.06K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-191- 0.63% |
$42.1K - $46.1K
|
30.2K
$7.3M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-193- 3.41% |
$42.5K - $46.6K
|
5.47K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-198- 15.09% |
$43.6K - $47.8K
|
1.11K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-201- 0.63% |
$44.3K - $48.5K
|
31.9K
$7.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-203- 8.36% |
$44.7K - $49K
|
2.23K
$538K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-208- 0.46% |
$45.8K - $50.2K
|
45.3K
$11M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-209- 2.93% |
$46K - $50.5K
|
6.92K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-209- 11.75% |
$46K - $50.5K
|
1.57K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-221- 8.85% |
$48.7K - $53.4K
|
2.28K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-233- 3.11% |
$51.3K - $56.3K
|
7.26K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-238- 0.79% |
$52.4K - $57.5K
|
30K
$7.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-271- 14.78% |
$59.7K - $65.4K
|
1.56K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-271- 2.45% |
$59.7K - $65.4K
|
10.8K
$2.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-284- 1.58% |
$62.6K - $68.6K
|
17.7K
$4.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-287- 2.16% |
$63.2K - $69.3K
|
13K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-288- 1.73% |
$63.4K - $69.5K
|
16.4K
$3.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-294- 0.64% |
$64.8K - $71K
|
45.4K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-295- 0.85% |
$65K - $71.2K
|
34.5K
$8.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-300- 20.0% |
$66.1K - $72.4K
|
1.2K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-304- 2.33% |
$67K - $73.4K
|
12.8K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-314- 3.53% |
$69.2K - $75.8K
|
8.58K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-315- 8.42% |
$69.4K - $76.1K
|
3.43K
$828K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-319- 8.51% |
$70.3K - $77K
|
3.43K
$830K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-322- 0.58% |
$70.9K - $77.7K
|
55.5K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-335- 99.7% |
$73.8K - $80.9K
|
1
$242
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-336- 52.83% |
$74K - $81.1K
|
300
$72.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-340- 6.73% |
$74.9K - $82.1K
|
4.71K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-340- 10.55% |
$74.9K - $82.1K
|
2.88K
$697K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-352- 0.7% |
$77.5K - $85K
|
49.7K
$12M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-363- 3.6% |
$80K - $87.6K
|
9.72K
$2.35M
|