Latest Institutional Transactions on Technology Sector Spdr (XLK)
This table provides information on the latest institutional transactions involving Technology Sector Spdr (XLK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.65KNew |
$720K - $868K
|
3.65K
$823K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
984+ 14.9% |
$194K - $234K
|
7.59K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
253+ 15.81% |
$49.9K - $60.1K
|
1.85K
$418K
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-152- 10.87% |
$30K - $36.1K
|
1.25K
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-108- 1.97% |
$21.3K - $25.7K
|
5.38K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4New |
$789 - $951
|
4
$902
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
305New |
$60.2K - $72.5K
|
305
$68.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-69- 4.04% |
$13.6K - $16.4K
|
1.64K
$369K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
95+ 5.0% |
$18.7K - $22.6K
|
1.99K
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-186- 12.09% |
$36.7K - $44.2K
|
1.35K
$305K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-75- 0.3% |
$14.8K - $17.8K
|
25.2K
$5.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-10- 0.17% |
$1.97K - $2.38K
|
5.77K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
360+ 6.22% |
$71K - $85.6K
|
6.15K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
610+ 8.71% |
$120K - $145K
|
7.61K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-32- 13.97% |
$6.31K - $7.61K
|
197
$44.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Taiyo Life Insurance CO
|
SELL
|
- |
-73K- 41.67% |
$14.4M - $17.4M
|
102K
$23M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3+ 0.08% |
$592 - $713
|
3.57K
$805K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-100- 2.04% |
$19.7K - $23.8K
|
4.8K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-75- 83.33% |
$14.8K - $17.8K
|
15
$3.38K
|
|
|
Nov 04, 2024
Q3 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-39.2K- 13.52% |
$7.74M - $9.32M
|
251K
$56.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-128- 12.38% |
$25.3K - $30.4K
|
906
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-65- 31.55% |
$12.8K - $15.4K
|
141
$31.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-74- 8.72% |
$14.6K - $17.6K
|
775
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
40+ 2.01% |
$7.89K - $9.51K
|
2.04K
$459K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-6.7K- 29.91% |
$1.32M - $1.59M
|
15.7K
$3.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-237- 4.99% |
$46.8K - $56.3K
|
4.52K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-20- 1.78% |
$3.95K - $4.75K
|
1.1K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
558+ 15.63% |
$110K - $133K
|
4.13K
$931K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.85KNew |
$759K - $915K
|
3.85K
$868K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-389- 21.16% |
$76.8K - $92.5K
|
1.45K
$327K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-125- 50.0% |
$24.7K - $29.7K
|
125
$28.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
361+ 3.28% |
$71.2K - $85.8K
|
11.4K
$2.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-260- 0.37% |
$51.3K - $61.8K
|
70.5K
$15.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
642New |
$127K - $153K
|
642
$145K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
384+ 1.94% |
$75.8K - $91.3K
|
20.2K
$4.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-5.19K- 59.37% |
$1.02M - $1.23M
|
3.55K
$802K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
902New |
$178K - $214K
|
902
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-18- 0.71% |
$3.55K - $4.28K
|
2.52K
$568K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
196+ 6.9% |
$38.7K - $46.6K
|
3.04K
$684K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-34.9K- 45.09% |
$6.89M - $8.3M
|
42.5K
$9.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.54K+ 107.18% |
$698K - $841K
|
6.84K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
82+ 15.83% |
$16.2K - $19.5K
|
600
$135K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-70- 2.7% |
$13.8K - $16.6K
|
2.52K
$569K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-61- 0.92% |
$12K - $14.5K
|
6.56K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
889New |
$175K - $211K
|
889
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-34- 2.0% |
$6.71K - $8.08K
|
1.66K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
665+ 9.67% |
$131K - $158K
|
7.54K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-26- 0.38% |
$5.13K - $6.18K
|
6.86K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-287- 23.3% |
$56.6K - $68.2K
|
945
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.83K+ 53.93% |
$362K - $436K
|
5.24K
$1.18M
|