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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
40+ 2.54% |
$7.7K - $9.26K
|
1.62K
$365K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1K- 17.17% |
$193K - $231K
|
4.83K
$1.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-256- 14.14% |
$49.3K - $59.2K
|
1.56K
$351K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-99- 8.92% |
$19.1K - $22.9K
|
1.01K
$228K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
315+ 5.24% |
$60.6K - $72.9K
|
6.33K
$1.43M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
100New |
$19.3K - $23.1K
|
100
$22.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-17- 5.28% |
$3.27K - $3.93K
|
305
$68.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
11.9K+ 810.74% |
$2.3M - $2.76M
|
13.4K
$3.02M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-19- 11.05% |
$3.66K - $4.4K
|
153
$34.5K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.17KNew |
$224K - $270K
|
1.17K
$263K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-299- 48.07% |
$55.1K - $63.1K
|
323
$72.8K
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.1K- 3.06% |
$202K - $232K
|
34.8K
$7.85M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.14K- 15.63% |
$579K - $663K
|
17K
$3.83M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.07KNew |
$565K - $647K
|
3.07K
$692K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-946- 49.55% |
$174K - $200K
|
963
$217K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.41KNew |
$260K - $298K
|
1.41K
$319K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.72K- 65.68% |
$501K - $575K
|
1.42K
$321K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8+ 1.09% |
$1.47K - $1.69K
|
743
$168K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.27KNew |
$419K - $480K
|
2.27K
$513K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.73K- 78.33% |
$319K - $365K
|
479
$108K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.22K+ 217.01% |
$1.51M - $1.73M
|
12K
$2.71M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.43K- 20.05% |
$264K - $303K
|
5.72K
$1.29M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 9.51% |
$18.4K - $21.1K
|
952
$215K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 1.79% |
$92.1K - $106K
|
27.5K
$6.2M
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
1.9KNew |
$350K - $401K
|
1.9K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-300- 15.81% |
$55.2K - $63.3K
|
1.6K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-5.23K- 3.41% |
$962K - $1.1M
|
148K
$33.3M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-573- 36.75% |
$106K - $121K
|
986
$222K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
250+ 34.11% |
$46K - $52.8K
|
983
$222K
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-983- 32.72% |
$181K - $207K
|
2.02K
$456K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.52K+ 37.94% |
$279K - $320K
|
5.51K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
40New |
$7.36K - $8.44K
|
40
$9.02K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-396- 8.62% |
$72.9K - $83.6K
|
4.2K
$947K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
300+ 12.87% |
$55.2K - $63.3K
|
2.63K
$593K
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.1KNew |
$202K - $231K
|
1.1K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
17.8KNew |
$3.28M - $3.76M
|
17.8K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
89.5K+ 50.46% |
$16.5M - $18.9M
|
267K
$60.2M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 16.67% |
$36.8K - $42.2K
|
1K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-289- 23.84% |
$53.2K - $61K
|
923
$208K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-50- 3.87% |
$9.21K - $10.6K
|
1.24K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-29.9K- 88.73% |
$5.5M - $6.3M
|
3.79K
$855K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.88K- 37.12% |
$1.27M - $1.45M
|
11.7K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.72KNew |
$685K - $785K
|
3.72K
$839K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
3.05KNew |
$561K - $643K
|
3.05K
$688K
|
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
PUT |
-10K- 25.0% |
$1.84M - $2.11M
|
30K
$6.77M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.56K+ 2.14% |
$1.76M - $2.02M
|
456K
$103M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.8K+ 50.14% |
$10.3M - $11.8M
|
167K
$37.7M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-89- 78.76% |
$16.4K - $18.8K
|
24
$5.41K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.51KNew |
$278K - $319K
|
1.51K
$341K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 4.24% |
$18.4K - $21.1K
|
2.26K
$509K
|
|