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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-553- 3.81% |
$122K - $134K
|
14K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-553- 6.18% |
$122K - $134K
|
8.39K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-580- 1.88% |
$128K - $140K
|
30.3K
$6.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-583- 13.01% |
$128K - $141K
|
3.9K
$867K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-591- 14.6% |
$130K - $143K
|
3.46K
$769K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-597- 0.75% |
$131K - $144K
|
79K
$17.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-603- 1.63% |
$133K - $146K
|
36.4K
$8.11M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-615- 6.41% |
$135K - $148K
|
8.98K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-625- 0.13% |
$138K - $151K
|
471K
$105M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-631- 1.66% |
$139K - $152K
|
37.5K
$8.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-634- 0.38% |
$140K - $153K
|
165K
$36.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-637- 24.36% |
$140K - $154K
|
1.98K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-638- 0.55% |
$141K - $154K
|
116K
$25.8M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-640- 84.77% |
$141K - $155K
|
115
$25.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-643- 2.85% |
$142K - $155K
|
21.9K
$4.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-649- 6.1% |
$143K - $157K
|
9.98K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-651- 1.24% |
$143K - $157K
|
52.1K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-665- 2.92% |
$146K - $161K
|
22.1K
$4.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-667- 52.11% |
$147K - $161K
|
613
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-671- 2.67% |
$148K - $162K
|
24.4K
$5.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-693- 12.98% |
$153K - $167K
|
4.65K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-693- 8.89% |
$153K - $167K
|
7.11K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-699- 3.08% |
$154K - $169K
|
22K
$4.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-705- 6.09% |
$155K - $170K
|
10.9K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-705- 2.65% |
$155K - $170K
|
25.9K
$5.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-705- 44.06% |
$155K - $170K
|
895
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-712- 31.38% |
$157K - $172K
|
1.56K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-726- 3.67% |
$160K - $175K
|
19K
$4.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-731- 2.77% |
$161K - $176K
|
25.6K
$5.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-740- 43.74% |
$163K - $179K
|
952
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-746- 1.19% |
$164K - $180K
|
61.8K
$13.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-747- 12.74% |
$165K - $180K
|
5.12K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-750- 63.03% |
$165K - $181K
|
440
$97.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-751- 2.11% |
$165K - $181K
|
34.9K
$7.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-761- 1.99% |
$168K - $184K
|
37.5K
$8.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-767- 4.76% |
$169K - $185K
|
15.3K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-769- 13.84% |
$169K - $186K
|
4.79K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-776- 5.03% |
$171K - $187K
|
14.6K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-781- 0.41% |
$172K - $189K
|
190K
$42.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-782- 1.71% |
$172K - $189K
|
45.1K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-785- 1.7% |
$173K - $190K
|
45.4K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-795- 17.1% |
$175K - $192K
|
3.86K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-830- 3.46% |
$183K - $200K
|
23.1K
$5.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-832- 5.67% |
$183K - $201K
|
13.9K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-840- 0.58% |
$185K - $203K
|
143K
$31.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-842- 4.33% |
$185K - $203K
|
18.6K
$4.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-849- 1.57% |
$187K - $205K
|
53.2K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-849- 6.0% |
$187K - $205K
|
13.3K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-850- 7.35% |
$187K - $205K
|
10.7K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-853- 37.86% |
$188K - $206K
|
1.4K
$312K
|