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 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.1K+ 6.07% |
$2.38M - $2.87M
|
211K
$48.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
11.7KNew |
$2.32M - $2.79M
|
11.7K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.6K+ 46.4% |
$2.3M - $2.77M
|
36.7K
$8.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
11.5K+ 2.45% |
$2.26M - $2.73M
|
480K
$110M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.1K+ 40.11% |
$2.19M - $2.64M
|
38.8K
$8.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 5.82% |
$2.18M - $2.63M
|
201K
$46M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
11K+ 1222.44% |
$2.17M - $2.61M
|
11.9K
$2.72M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
10.8K+ 187.52% |
$2.13M - $2.56M
|
16.5K
$3.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
10.7KNew |
$2.1M - $2.53M
|
10.7K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
10.5K+ 2.72% |
$2.07M - $2.5M
|
397K
$90.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
10.3K+ 21.72% |
$2.03M - $2.44M
|
57.5K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.2K+ 49.33% |
$2.02M - $2.43M
|
31K
$7.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.2KNew |
$2.01M - $2.42M
|
10.2K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.94K+ 130.61% |
$1.96M - $2.36M
|
17.5K
$4.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
9.58K+ 327.95% |
$1.89M - $2.28M
|
12.5K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
9.56K+ 12.24% |
$1.89M - $2.27M
|
87.7K
$20.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
9.4K+ 714.29% |
$1.85M - $2.23M
|
10.7K
$2.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.31K+ 9.58% |
$1.84M - $2.21M
|
106K
$24.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.24K+ 374.46% |
$1.82M - $2.2M
|
11.7K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.01K+ 112.66% |
$1.78M - $2.14M
|
17K
$3.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.95K+ 53.87% |
$1.77M - $2.13M
|
25.6K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.95KNew |
$1.77M - $2.13M
|
8.95K
$2.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
8.9KNew |
$1.76M - $2.12M
|
8.9K
$2.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7.92K+ 14.74% |
$1.56M - $1.88M
|
61.7K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.88K+ 15.45% |
$1.55M - $1.87M
|
58.9K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.82K+ 6.47% |
$1.54M - $1.86M
|
129K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
7.78KNew |
$1.54M - $1.85M
|
7.78K
$1.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
7.5K+ 87.62% |
$1.48M - $1.78M
|
16.1K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.3K+ 133.66% |
$1.44M - $1.73M
|
12.8K
$2.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.18KNew |
$1.42M - $1.71M
|
7.18K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7K+ 3.43% |
$1.38M - $1.66M
|
211K
$48.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
6.92K+ 29.2% |
$1.37M - $1.65M
|
30.6K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.7K+ 19.75% |
$1.32M - $1.59M
|
40.6K
$9.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.64K+ 11.33% |
$1.31M - $1.58M
|
65.2K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
6.63K+ 0.46% |
$1.31M - $1.58M
|
1.44M
$330M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.52K+ 16.29% |
$1.29M - $1.55M
|
46.5K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.48K+ 6.08% |
$1.28M - $1.54M
|
113K
$25.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6.37K+ 36.38% |
$1.26M - $1.51M
|
23.9K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
6.12K+ 240.32% |
$1.21M - $1.45M
|
8.67K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.98K+ 95.85% |
$1.18M - $1.42M
|
12.2K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.85K+ 46.1% |
$1.15M - $1.39M
|
18.5K
$4.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.59K+ 139.62% |
$1.1M - $1.33M
|
9.6K
$2.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.55K+ 15.0% |
$1.1M - $1.32M
|
42.6K
$9.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.53K+ 4.72% |
$1.09M - $1.31M
|
123K
$28.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
5.53K+ 9.69% |
$1.09M - $1.31M
|
62.6K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.46KNew |
$1.08M - $1.3M
|
5.46K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.42K+ 7.09% |
$1.07M - $1.29M
|
81.9K
$18.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
5.4K+ 1.16% |
$1.07M - $1.28M
|
471K
$108M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.37K+ 40.1% |
$1.06M - $1.28M
|
18.8K
$4.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.31K+ 4.58% |
$1.05M - $1.26M
|
121K
$27.8M
|