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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
230+ 14.94% |
$44.3K - $53.2K
|
1.77K
$399K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
900New |
$173K - $208K
|
900
$203K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-75- 2.33% |
$14.4K - $17.4K
|
3.15K
$710K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
310New |
$59.7K - $71.7K
|
310
$69.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.99K- 59.17% |
$575K - $691K
|
2.06K
$465K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
12.8KNew |
$2.47M - $2.97M
|
12.8K
$2.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-21- 8.79% |
$4.04K - $4.86K
|
218
$49.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
925New |
$178K - $214K
|
925
$209K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
14New |
$2.7K - $3.24K
|
14
$3.16K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
480New |
$92.4K - $111K
|
480
$108K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
SELL
|
- |
-25- 0.24% |
$4.81K - $5.79K
|
10.2K
$2.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.23K+ 45.98% |
$236K - $283K
|
3.89K
$877K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-30- 5.24% |
$5.78K - $6.94K
|
542
$122K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-508- 1.39% |
$97.8K - $118K
|
36.1K
$8.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-61.5K- 92.25% |
$11.8M - $14.2M
|
5.17K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-29- 12.08% |
$5.58K - $6.71K
|
211
$47.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 1.56% |
$3.85K - $4.63K
|
1.31K
$294K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-102- 4.5% |
$19.6K - $23.6K
|
2.17K
$488K
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
7.22KNew |
$1.39M - $1.67M
|
7.22K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-165- 1.01% |
$31.8K - $38.2K
|
16.2K
$3.64M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-100- 0.75% |
$19.3K - $23.1K
|
13.3K
$3M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.48KNew |
$285K - $342K
|
1.48K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-154- 13.0% |
$29.6K - $35.6K
|
1.03K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.79K- 18.3% |
$730K - $877K
|
16.9K
$3.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.65K- 6.19% |
$317K - $382K
|
25K
$5.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1K- 29.84% |
$193K - $231K
|
2.35K
$530K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-49- 3.62% |
$9.43K - $11.3K
|
1.3K
$294K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.02KNew |
$196K - $236K
|
1.02K
$230K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 0.58% |
$193 - $231
|
172
$38.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
CALL |
250KNew |
$48.1M - $57.9M
|
250K
$56.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-127- 2.79% |
$24.5K - $29.4K
|
4.43K
$998K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
915New |
$176K - $212K
|
915
$206K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-21- 0.63% |
$4.04K - $4.86K
|
3.3K
$745K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-50- 0.71% |
$9.63K - $11.6K
|
7.01K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
10.8K+ 12.35% |
$2.07M - $2.49M
|
98K
$22.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.04KNew |
$201K - $241K
|
1.04K
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-240- 18.88% |
$46.2K - $55.5K
|
1.03K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
3.9K+ 133.54% |
$751K - $903K
|
6.82K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-100- 3.34% |
$19.3K - $23.1K
|
2.9K
$653K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-544- 0.61% |
$105K - $126K
|
88.8K
$20M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.06% |
$193 - $231
|
1.67K
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-7.38K- 98.73% |
$1.42M - $1.71M
|
95
$21.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
177+ 44.03% |
$34.1K - $41K
|
579
$131K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-193- 16.78% |
$37.2K - $44.7K
|
957
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.03KNew |
$199K - $239K
|
1.03K
$233K
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-28.4K- 45.38% |
$5.48M - $6.58M
|
34.2K
$7.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-82.6K- 46.84% |
$15.9M - $19.1M
|
93.7K
$21.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-152- 5.24% |
$29.3K - $35.2K
|
2.75K
$620K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8New |
$1.54K - $1.85K
|
8
$1.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.07KNew |
$205K - $247K
|
1.07K
$241K
|