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 14, 2023 Q3 2023
Stone X Group Inc.

BUY
 -
997
+ 1.06%
$161K - $180K
95.5K $21.8M
Oct 24, 2023 Q3 2023
Massachusetts Wealth Management

North Andover, MA
BUY
 -
990
+ 3.65%
$160K - $178K
28.1K $6.43M
Nov 13, 2023 Q3 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
988
+ 63.17%
$160K - $178K
2.55K $584K
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
981
+ 40.88%
$159K - $177K
3.38K $774K
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
972
+ 1.03%
$157K - $175K
95.1K $21.7M
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
969
New
$157K - $175K
969 $222K
Oct 25, 2023 Q3 2023
Pachira Investments Inc.

BUY
 -
963
+ 5.25%
$156K - $174K
19.3K $4.42M
Oct 25, 2023 Q3 2023
Snider Financial Group

Bellevue, WA
BUY
 -
960
+ 2.19%
$155K - $173K
44.8K $10.2M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
957
New
$155K - $173K
957 $219K
Nov 02, 2023 Q3 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
936
New
$152K - $169K
936 $214K
Nov 09, 2023 Q3 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
906
+ 14.18%
$147K - $163K
7.3K $1.67M
Oct 30, 2023 Q3 2023
Pathway Financial Advisors LLC

BUY
 -
900
+ 19.14%
$146K - $162K
5.6K $1.28M
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
900
+ 14.23%
$146K - $162K
7.23K $1.65M
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
900
New
$146K - $162K
900 $206K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
884
+ 11.15%
$143K - $159K
8.81K $2.02M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
879
New
$142K - $158K
879 $201K
Oct 26, 2023 Q3 2023
Osborne Partners Capital Management, LLC

BUY
 -
877
+ 75.28%
$142K - $158K
2.04K $467K
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
861
+ 20.95%
$139K - $155K
4.97K $1.14M
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
855
+ 18.14%
$138K - $154K
5.57K $1.27M
Nov 14, 2023 Q3 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
845
+ 0.77%
$137K - $152K
111K $25.3M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
843
+ 12.01%
$137K - $152K
7.86K $1.8M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
827
+ 29.15%
$134K - $149K
3.66K $838K
Oct 23, 2023 Q3 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
813
New
$132K - $147K
813 $186K
Nov 07, 2023 Q3 2023
Mv Capital Management, Inc.

BUY
 -
810
+ 1.35%
$131K - $146K
60.7K $13.9M
Nov 16, 2023 Q3 2023
Mezzasalma Advisors, LLC

BUY
 -
809
+ 29.38%
$131K - $146K
3.56K $815K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
803
+ 1.74%
$130K - $145K
47K $10.8M
Oct 30, 2023 Q3 2023
Oakwell Private Wealth Management, LLC

BUY
 -
801
+ 63.72%
$130K - $144K
2.06K $471K
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
794
+ 3.3%
$129K - $143K
24.8K $5.68M
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
787
+ 0.58%
$127K - $142K
136K $31.2M
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
774
+ 2.43%
$125K - $140K
32.6K $7.47M
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
768
New
$124K - $138K
768 $176K
Oct 23, 2023 Q3 2023
Colton Groome Financial Advisors, LLC

BUY
 -
763
+ 6.89%
$124K - $138K
11.8K $2.71M
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
757
+ 30.87%
$123K - $136K
3.21K $734K
Jan 12, 2024 Q3 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
750
+ 4.18%
$121K - $135K
18.7K $4.28M
Oct 25, 2023 Q3 2023
E&G Advisors, LP

BUY
 -
739
+ 5.86%
$120K - $133K
13.3K $3.05M
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
730
+ 10.56%
$118K - $132K
7.64K $1.75M
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
714
New
$116K - $129K
714 $163K
Nov 13, 2023 Q3 2023
One Charles Private Wealth Services, LLC

BUY
 -
705
+ 2.42%
$114K - $127K
29.8K $6.83M
Nov 06, 2023 Q3 2023
Cresta Advisors, Ltd.

Laredo, TX
BUY
 -
697
+ 4.93%
$113K - $126K
14.8K $3.4M
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
695
+ 3.55%
$113K - $125K
20.3K $4.64M
Nov 15, 2023 Q3 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
685
+ 35.18%
$111K - $123K
2.63K $602K
Oct 10, 2023 Q3 2023
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
683
+ 20.32%
$111K - $123K
4.05K $925K
Oct 25, 2023 Q3 2023
Kfa Private Wealth Group, LLC

BUY
 -
683
+ 7.97%
$111K - $123K
9.25K $2.12M
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
681
+ 3.66%
$110K - $123K
19.3K $4.42M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

BUY
 -
680
+ 3.9%
$110K - $123K
18.1K $4.14M
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
674
+ 3.06%
$109K - $121K
22.7K $5.19M
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
667
+ 19.41%
$108K - $120K
4.1K $939K
Nov 13, 2023 Q3 2023
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
666
+ 59.15%
$108K - $120K
1.79K $410K
Oct 10, 2023 Q3 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
664
+ 6.68%
$108K - $120K
10.6K $2.43M

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