Purchases and Sales Made in Q3 2023 in Technology Sector Spdr (XLK)

XLK Quotes by TradingView

This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q3 2023. 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
Nov 03, 2023 Q3 2023
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
7.04K
New
$1.14M - $1.27M
7.04K $1.68M
Nov 02, 2023 Q3 2023
Steel Peak Wealth Management LLC

BUY
 -
7.03K
+ 16.85%
$1.14M - $1.27M
48.8K $11.7M
Nov 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
7.02K
+ 15.34%
$1.14M - $1.26M
52.8K $12.6M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
6.96K
+ 5.33%
$1.13M - $1.25M
138K $32.9M
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
6.92K
New
$1.12M - $1.25M
6.92K $1.65M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
6.92K
New
$1.12M - $1.25M
6.92K $1.65M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
6.91K
+ 11.36%
$1.12M - $1.24M
67.7K $16.2M
Nov 13, 2023 Q3 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
6.77K
+ 62.5%
$1.1M - $1.22M
17.6K $4.21M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
6.74K
+ 155.79%
$1.09M - $1.21M
11.1K $2.65M
Nov 09, 2023 Q3 2023
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
6.73K
+ 8.98%
$1.09M - $1.21M
81.7K $19.5M
Nov 14, 2023 Q3 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
6.6K
New
$1.07M - $1.19M
6.6K $1.58M
Nov 03, 2023 Q3 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
6.5K
+ 6500.0%
$1.05M - $1.17M
6.6K $1.58M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
6.49K
+ 6.64%
$1.05M - $1.17M
104K $24.9M
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
6.43K
New
$1.04M - $1.16M
6.43K $1.54M
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
6.4K
+ 162.87%
$1.04M - $1.15M
10.3K $2.47M
Nov 02, 2023 Q3 2023
Crew Capital Management, Ltd.

BUY
 -
6.38K
+ 29.8%
$1.03M - $1.15M
27.8K $6.65M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
6.33K
+ 19.48%
$1.03M - $1.14M
38.8K $9.29M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
6.26K
+ 86.68%
$1.01M - $1.13M
13.5K $3.23M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
6.19K
+ 32.71%
$1M - $1.12M
25.1K $6.01M
Dec 04, 2023 Q3 2023
Trust CO

BUY
 -
6.18K
+ 11.7%
$1M - $1.11M
59K $14.1M
Nov 14, 2023 Q3 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
6.06K
New
$981K - $1.09M
6.06K $1.45M
Nov 13, 2023 Q3 2023
Ciovacco Capital Management LLC

Atlanta, GA
BUY
 -
5.92K
+ 6.75%
$959K - $1.07M
93.6K $22.4M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
5.88K
+ 50.19%
$952K - $1.06M
17.6K $4.21M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
5.79K
New
$938K - $1.04M
5.79K $1.39M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
5.68K
+ 4.47%
$921K - $1.02M
133K $31.8M
Oct 10, 2023 Q3 2023
Affinity Capital Advisors, LLC

BUY
 -
5.5K
+ 34.86%
$891K - $992K
21.3K $5.09M
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
5.49K
+ 4.28%
$890K - $990K
134K $32M
Nov 22, 2023 Q3 2023
Chelsea Counsel CO

BUY
 -
5.41K
New
$875K - $974K
5.41K $1.29M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
5.36K
+ 8.1%
$868K - $966K
71.5K $17.1M
Nov 14, 2023 Q3 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
5.19K
+ 16.09%
$840K - $935K
37.4K $8.95M
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
4.99K
New
$807K - $899K
4.99K $1.19M
Oct 27, 2023 Q3 2023
Mwa Asset Management

Lexington, MA
BUY
 -
4.81K
New
$779K - $867K
4.81K $1.15M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
4.77K
+ 6200.0%
$773K - $861K
4.85K $1.16M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
4.76K
+ 63.65%
$771K - $859K
12.2K $2.93M
Aug 29, 2024 Q3 2023
University Of Texas

BUY
 -
4.6K
New
$745K - $829K
4.6K $1.1M
Oct 30, 2023 Q3 2023
Peoples Bank/Ks

Pratt, KS
BUY
 -
4.42K
New
$716K - $796K
4.42K $1.06M
Oct 10, 2023 Q3 2023
Stillwater Capital Advisors, LLC

BUY
 -
4.39K
+ 2.91%
$711K - $791K
155K $37.1M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
4.32K
+ 57.38%
$700K - $779K
11.9K $2.84M
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
4.3K
New
$696K - $774K
4.3K $1.03M
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
4.13K
+ 20.31%
$668K - $744K
24.4K $5.85M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
4.12K
+ 5.46%
$668K - $743K
79.7K $19.1M
Nov 14, 2023 Q3 2023
Peterson Wealth Management

BUY
 -
4.02K
+ 20.22%
$651K - $724K
23.9K $5.72M
Nov 14, 2023 Q3 2023
Menora Mivtachim Holdings Ltd.

BUY
 -
4K
+ 79.29%
$648K - $721K
9.05K $2.16M
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
3.99K
+ 5.78%
$646K - $719K
73K $17.5M
Oct 24, 2023 Q3 2023
Elm Partners Management LLC

BUY
 -
3.95K
New
$639K - $711K
3.95K $944K
Oct 10, 2023 Q3 2023
Peak Financial Advisors LLC

BUY
 -
3.92K
+ 234.29%
$635K - $707K
5.6K $1.34M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
3.76K
+ 4.58%
$609K - $678K
85.9K $20.6M
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
3.76K
+ 16.21%
$609K - $678K
26.9K $6.45M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.74K
+ 14.69%
$606K - $674K
29.2K $6.99M

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