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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.79K+ 504.09% |
$1.07M - $1.22M
|
6.94K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-50- 2.86% |
$9.21K - $10.6K
|
1.7K
$490K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
39+ 2.22% |
$7.18K - $8.23K
|
1.8K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
PUT |
4KNew |
$736K - $844K
|
4K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-65.2K- 40.84% |
$12M - $13.7M
|
94.4K
$27.2M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-125- 27.78% |
$23K - $26.4K
|
325
$93.6K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.49% |
$184 - $211
|
206
$59.4K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.47KNew |
$639K - $732K
|
3.47K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-110- 21.57% |
$20.3K - $23.2K
|
400
$115K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
204+ 7.83% |
$37.6K - $43K
|
2.81K
$810K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.04% |
$184 - $211
|
2.3K
$664K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11+ 61.11% |
$2.03K - $2.32K
|
29
$8.36K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-4- 0.03% |
$736 - $844
|
14.7K
$4.25M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
4.31KNew |
$794K - $910K
|
4.31K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.05KNew |
$192K - $221K
|
1.05K
$301K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-305- 23.63% |
$56.2K - $64.4K
|
986
$284K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.01KNew |
$186K - $213K
|
1.01K
$291K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
5.15KNew |
$948K - $1.09M
|
5.15K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.68KNew |
$1.23M - $1.41M
|
6.68K
$1.92M
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
39.4KNew |
$7.26M - $8.32M
|
39.4K
$11.4M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
999New |
$184K - $211K
|
999
$288K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-15.2K- 81.31% |
$2.8M - $3.21M
|
3.5K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.94K- 10.25% |
$726K - $832K
|
34.5K
$9.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-5- 0.26% |
$921 - $1.06K
|
1.92K
$552K
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.36KNew |
$251K - $287K
|
1.36K
$392K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
13.9KNew |
$2.56M - $2.93M
|
13.9K
$4.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
127+ 7.4% |
$23.4K - $26.8K
|
1.84K
$531K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-49- 0.23% |
$9.02K - $10.3K
|
21K
$6.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.77K- 11.4% |
$326K - $374K
|
13.8K
$3.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.02KNew |
$372K - $426K
|
2.02K
$581K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
87.5KNew |
$16.1M - $18.5M
|
87.5K
$25.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.53KNew |
$282K - $323K
|
1.53K
$441K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
30New |
$5.52K - $6.33K
|
30
$8.64K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.79K- 47.09% |
$881K - $1.01M
|
5.38K
$1.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-246K- 84.53% |
$45.4M - $52M
|
45.1K
$13M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
12.1KNew |
$2.23M - $2.55M
|
12.1K
$3.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-230- 80.42% |
$42.3K - $48.5K
|
56
$16.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-531- 28.3% |
$97.8K - $112K
|
1.35K
$388K
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
826+ 430.21% |
$152K - $174K
|
1.02K
$293K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.41KNew |
$260K - $298K
|
1.41K
$407K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-128- 10.61% |
$23.6K - $27K
|
1.08K
$311K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
988New |
$182K - $208K
|
988
$285K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.02KNew |
$187K - $214K
|
1.02K
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-8- 0.72% |
$1.47K - $1.69K
|
1.11K
$319K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-131- 47.81% |
$24.1K - $27.6K
|
143
$41.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
1.4KNew |
$258K - $295K
|
1.4K
$403K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.06KNew |
$195K - $223K
|
1.06K
$305K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-90- 78.26% |
$16.6K - $19K
|
25
$7.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-175- 4.45% |
$32.2K - $36.9K
|
3.76K
$1.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.3K- 42.62% |
$239K - $274K
|
1.75K
$503K
|
|