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 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-250- 5.73% |
$49.3K - $59.4K
|
4.12K
$928K
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-850- 35.9% |
$168K - $202K
|
1.52K
$342K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1- 0.1% |
$197 - $238
|
1.03K
$232K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-35- 0.63% |
$6.91K - $8.32K
|
5.54K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-420- 6.56% |
$82.9K - $99.8K
|
5.98K
$1.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-23- 2.12% |
$4.54K - $5.47K
|
1.06K
$240K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
113+ 0.11% |
$22.3K - $26.9K
|
104K
$23.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-183- 21.11% |
$36.1K - $43.5K
|
684
$154K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-469- 33.38% |
$92.6K - $111K
|
936
$211K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-14- 0.51% |
$2.76K - $3.33K
|
2.75K
$621K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.59KNew |
$511K - $615K
|
2.59K
$584K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.29K- 9.84% |
$649K - $781K
|
30.1K
$6.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
16.2K+ 103.6% |
$3.2M - $3.85M
|
31.9K
$7.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-409- 41.48% |
$80.7K - $97.2K
|
577
$130K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.63% |
$5.92K - $7.13K
|
4.83K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
945New |
$186K - $225K
|
945
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.81K- 24.81% |
$356K - $429K
|
5.47K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
119+ 9.77% |
$23.5K - $28.3K
|
1.34K
$302K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-690- 22.7% |
$136K - $164K
|
2.35K
$530K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14+ 37.84% |
$2.76K - $3.33K
|
51
$11.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.21KNew |
$238K - $286K
|
1.21K
$272K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-89- 4.51% |
$17.6K - $21.2K
|
1.89K
$425K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
256+ 4.68% |
$50.5K - $60.8K
|
5.73K
$1.29M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-70- 60.34% |
$13.8K - $16.6K
|
46
$10.4K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-115- 8.89% |
$22.7K - $27.3K
|
1.18K
$266K
|
|
| Q2 2024 | |||||||
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-961Closed |
$185K - $222K
|
0
$0
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-173- 15.36% |
$33.3K - $40K
|
953
$215K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-151- 9.58% |
$29.1K - $34.9K
|
1.43K
$321K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
10KNew |
$1.93M - $2.31M
|
10K
$2.26M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
945New |
$182K - $219K
|
945
$213K
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-147K- 98.62% |
$28.2M - $33.9M
|
2.05K
$462K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.2K+ 687.49% |
$1.96M - $2.35M
|
11.6K
$2.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
200New |
$38.5K - $46.3K
|
200
$45.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.39KNew |
$267K - $321K
|
1.39K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.5KNew |
$3.56M - $4.28M
|
18.5K
$4.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
909New |
$175K - $210K
|
909
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-45- 4.19% |
$8.66K - $10.4K
|
1.03K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
109K+ 2481.36% |
$21M - $25.3M
|
114K
$25.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
906New |
$174K - $210K
|
906
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
647+ 66.09% |
$125K - $150K
|
1.63K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.53KNew |
$487K - $586K
|
2.53K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.18K+ 46.6% |
$227K - $272K
|
3.7K
$835K
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
7.06KNew |
$1.36M - $1.63M
|
7.06K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-416- 25.15% |
$80.1K - $96.3K
|
1.24K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
42New |
$8.09K - $9.72K
|
42
$9.47K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
1.25KNew |
$240K - $288K
|
1.25K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
20KNew |
$3.85M - $4.63M
|
20K
$4.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
956New |
$184K - $221K
|
956
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-114K- 66.9% |
$21.9M - $26.3M
|
56.2K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.49KNew |
$286K - $344K
|
1.49K
$335K
|
|