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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
165New |
$32.6K - $39.2K
|
165
$37.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-240- 13.82% |
$47.4K - $57K
|
1.5K
$338K
|
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
55.7KNew |
$11M - $13.2M
|
55.7K
$12.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
20+ 1.15% |
$3.95K - $4.75K
|
1.76K
$397K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3+ 0.06% |
$592 - $713
|
4.77K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29+ 26.13% |
$5.72K - $6.89K
|
140
$31.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
960New |
$189K - $228K
|
960
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-15- 0.24% |
$2.96K - $3.57K
|
6.3K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-2- 0.18% |
$395 - $475
|
1.09K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-70.7K- 2.02% |
$14M - $16.8M
|
3.44M
$775M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.74K+ 0.49% |
$936K - $1.13M
|
980K
$221M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
20New |
$3.95K - $4.75K
|
20
$4.51K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
59+ 90.77% |
$11.6K - $14K
|
124
$28K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.12% |
$395 - $475
|
1.71K
$386K
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
964New |
$190K - $229K
|
964
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
201+ 4.13% |
$39.7K - $47.8K
|
5.07K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-89- 2.45% |
$17.6K - $21.2K
|
3.54K
$799K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.08% |
$197 - $238
|
1.26K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-68- 2.48% |
$13.4K - $16.2K
|
2.67K
$603K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1+ 0.01% |
$197 - $238
|
6.99K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
819New |
$162K - $195K
|
819
$185K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-38- 0.99% |
$7.5K - $9.03K
|
3.81K
$859K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
3.01K+ 15.11% |
$594K - $715K
|
22.9K
$5.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-62- 2.78% |
$12.2K - $14.7K
|
2.17K
$490K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-60- 4.74% |
$11.8K - $14.3K
|
1.21K
$272K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
129+ 24.52% |
$25.5K - $30.7K
|
655
$148K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
85+ 8.17% |
$16.8K - $20.2K
|
1.13K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-17- 1.7% |
$3.35K - $4.04K
|
984
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11+ 0.88% |
$2.17K - $2.61K
|
1.26K
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-30- 1.25% |
$5.92K - $7.13K
|
2.38K
$536K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
119+ 2.0% |
$23.5K - $28.3K
|
6.06K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-17- 1.8% |
$3.35K - $4.04K
|
930
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.49K+ 3.9% |
$294K - $354K
|
39.7K
$8.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-45- 2.07% |
$8.88K - $10.7K
|
2.13K
$481K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1K+ 79.94% |
$197K - $238K
|
2.25K
$508K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
230+ 6.11% |
$45.4K - $54.7K
|
3.99K
$901K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.09% |
$197 - $238
|
1.12K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-224- 18.41% |
$44.2K - $53.2K
|
993
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.21KNew |
$437K - $526K
|
2.21K
$499K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.03% |
$5.72K - $6.89K
|
2.84K
$640K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
50+ 2.67% |
$9.87K - $11.9K
|
1.93K
$434K
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
SELL
|
- |
-200- 0.62% |
$39.5K - $47.5K
|
32.3K
$7.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
70+ 2.83% |
$13.8K - $16.6K
|
2.55K
$574K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 31.71% |
$227K - $274K
|
2.48K
$560K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
135+ 0.99% |
$26.6K - $32.1K
|
13.7K
$3.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
40+ 5.59% |
$7.89K - $9.51K
|
755
$170K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-210- 4.17% |
$41.4K - $49.9K
|
4.83K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-557- 31.07% |
$110K - $132K
|
1.24K
$279K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.46% |
$197 - $238
|
218
$49.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|