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 |
---|---|---|---|---|---|---|---|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
500New |
$60.6K - $75.5K
|
500
$111K
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3.29KClosed |
$398K - $496K
|
0
$0
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33+ 13.64% |
$4K - $4.98K
|
275
$61.2K
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.61KClosed |
$195K - $243K
|
0
$0
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-31- 10.73% |
$3.76K - $4.68K
|
258
$57.4K
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
225KNew |
$27.3M - $34M
|
225K
$50.1M
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-4.16K- 43.87% |
$504K - $629K
|
5.33K
$1.19M
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-53.5K- 61.32% |
$6.48M - $8.07M
|
33.7K
$7.51M
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.4KNew |
$169K - $211K
|
1.4K
$311K
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
155KNew |
$18.7M - $23.3M
|
155K
$34.4M
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
35KNew |
$4.24M - $5.29M
|
35K
$7.79M
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
862New |
$104K - $130K
|
862
$192K
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.6KNew |
$194K - $242K
|
1.6K
$356K
|
|
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1MNew |
$121M - $151M
|
1M
$223M
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
260+ 13.0% |
$31.5K - $39.3K
|
2.26K
$503K
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.62KNew |
$197K - $245K
|
1.62K
$361K
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
3.59KNew |
$435K - $542K
|
3.59K
$800K
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.89KNew |
$350K - $436K
|
2.89K
$643K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.73KNew |
$210K - $262K
|
1.73K
$386K
|
|
May 12, 2023
Q1 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
PUT |
200KNew |
$24.2M - $30.2M
|
200K
$44.5M
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-305- 75.31% |
$37K - $46.1K
|
100
$22.3K
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-77- 21.33% |
$9.33K - $11.6K
|
284
$63.2K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-10- 50.0% |
$1.21K - $1.51K
|
10
$2.23K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
556New |
$67.4K - $84K
|
556
$124K
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.65KNew |
$199K - $248K
|
1.65K
$366K
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
CALL |
-47.2KClosed |
$5.72M - $7.13M
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
14+ 0.2% |
$1.7K - $2.11K
|
6.87K
$1.53M
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
724New |
$87.7K - $109K
|
724
$161K
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-540- 17.0% |
$65.4K - $81.5K
|
2.64K
$587K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
193New |
$23.4K - $29.1K
|
193
$43K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
71+ 2.52% |
$8.6K - $10.7K
|
2.89K
$644K
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
104KNew |
$12.6M - $15.8M
|
104K
$23.2M
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-34- 6.02% |
$4.12K - $5.13K
|
531
$118K
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.55KNew |
$188K - $234K
|
1.55K
$345K
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-27- 12.05% |
$3.27K - $4.08K
|
197
$43.9K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
163KNew |
$19.8M - $24.6M
|
163K
$36.3M
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
219+ 40.04% |
$26.5K - $33.1K
|
766
$171K
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.54KNew |
$187K - $233K
|
1.54K
$343K
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.47KNew |
$179K - $223K
|
1.47K
$328K
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
6.12KNew |
$742K - $924K
|
6.12K
$1.36M
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
BUY
|
- |
1.55KNew |
$188K - $234K
|
1.55K
$345K
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.5KNew |
$182K - $227K
|
1.5K
$334K
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
50+ 2.93% |
$6.06K - $7.55K
|
1.76K
$391K
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.43KNew |
$173K - $216K
|
1.43K
$318K
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16New |
$1.94K - $2.42K
|
16
$3.56K
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.63KClosed |
$440K - $549K
|
0
$0
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.59KNew |
$192K - $240K
|
1.59K
$353K
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.37K- 14.07% |
$166K - $207K
|
8.38K
$1.87M
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-200- 10.0% |
$24.2K - $30.2K
|
1.8K
$401K
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-188- 9.71% |
$22.8K - $28.4K
|
1.75K
$389K
|