Purchases and Sales Made in Q3 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-182- 0.42% |
$35.9K - $43.3K
|
43.2K
$8.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-182- 0.24% |
$35.9K - $43.3K
|
75.7K
$14.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-183- 21.11% |
$36.1K - $43.5K
|
684
$132K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-186- 12.09% |
$36.7K - $44.2K
|
1.35K
$261K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-191- 3.15% |
$37.7K - $45.4K
|
5.87K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-193- 2.53% |
$38.1K - $45.9K
|
7.43K
$1.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 8.6% |
$39.5K - $47.5K
|
2.13K
$410K
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
SELL
|
- |
-200- 0.62% |
$39.5K - $47.5K
|
32.3K
$6.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 7.06% |
$39.5K - $47.5K
|
2.63K
$507K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-200- 1.96% |
$39.5K - $47.5K
|
10K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-202- 3.26% |
$39.9K - $48K
|
6K
$1.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-204- 7.04% |
$40.3K - $48.5K
|
2.69K
$520K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-206- 13.46% |
$40.7K - $49K
|
1.33K
$256K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-210- 4.17% |
$41.4K - $49.9K
|
4.83K
$931K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-210- 1.96% |
$41.4K - $49.9K
|
10.5K
$2.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-217- 12.99% |
$42.8K - $51.6K
|
1.45K
$280K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-217- 2.84% |
$42.8K - $51.6K
|
7.42K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-217- 7.12% |
$42.8K - $51.6K
|
2.83K
$546K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-219- 0.72% |
$43.2K - $52.1K
|
30.4K
$5.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-220- 2.53% |
$43.4K - $52.3K
|
8.48K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-224- 18.41% |
$44.2K - $53.2K
|
993
$192K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-225- 14.65% |
$44.4K - $53.5K
|
1.31K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-225- 5.57% |
$44.4K - $53.5K
|
3.82K
$736K
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-229- 5.59% |
$45.2K - $54.4K
|
3.87K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-233- 5.93% |
$46K - $55.4K
|
3.69K
$712K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-234- 16.36% |
$46.2K - $55.6K
|
1.2K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-235- 4.06% |
$46.4K - $55.9K
|
5.56K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-237- 3.06% |
$46.8K - $56.3K
|
7.5K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-237- 4.99% |
$46.8K - $56.3K
|
4.52K
$871K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-240- 13.82% |
$47.4K - $57K
|
1.5K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-241- 1.78% |
$47.6K - $57.3K
|
13.3K
$2.57M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-244- 3.65% |
$48.2K - $58K
|
6.44K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-250- 5.73% |
$49.3K - $59.4K
|
4.12K
$794K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 19.67% |
$49.3K - $59.4K
|
1.02K
$197K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-251- 5.9% |
$49.5K - $59.7K
|
4K
$772K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-254- 5.3% |
$50.1K - $60.4K
|
4.54K
$875K
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-260- 0.37% |
$51.3K - $61.8K
|
70.5K
$13.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-261- 6.06% |
$51.5K - $62K
|
4.05K
$781K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-263- 2.66% |
$51.9K - $62.5K
|
9.62K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-268- 3.29% |
$52.9K - $63.7K
|
7.87K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-269- 0.34% |
$53.1K - $63.9K
|
79.4K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-270- 19.38% |
$53.3K - $64.2K
|
1.12K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-276- 3.3% |
$54.5K - $65.6K
|
8.1K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-277- 1.08% |
$54.7K - $65.8K
|
25.4K
$4.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-277- 1.21% |
$54.7K - $65.8K
|
22.6K
$4.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-278- 4.02% |
$54.9K - $66.1K
|
6.64K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-280- 1.75% |
$55.3K - $66.6K
|
15.8K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-280- 23.01% |
$55.3K - $66.6K
|
937
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-285- 0.1% |
$56.2K - $67.7K
|
281K
$54.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-287- 23.3% |
$56.6K - $68.2K
|
945
$182K
|