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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
PUT |
384KNew |
$45.6M - $58.1M
|
384K
$85.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.11K+ 0.8% |
$132K - $169K
|
140K
$31.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9.46K+ 4463.21% |
$1.12M - $1.43M
|
9.67K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
CALL |
-50K- 40.0% |
$5.94M - $7.58M
|
75K
$16.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
436+ 97.1% |
$51.8K - $66.1K
|
885
$197K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-301- 6.73% |
$35.8K - $45.6K
|
4.17K
$929K
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.98K- 9.07% |
$1.18M - $1.51M
|
100K
$22.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-437K- 26.98% |
$51.9M - $66.2M
|
1.18M
$263M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-437K- 26.98% |
$51.9M - $66.2M
|
1.18M
$263M
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.96KNew |
$233K - $297K
|
1.96K
$436K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
134+ 4466.67% |
$15.9K - $20.3K
|
137
$30.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
542New |
$64.4K - $82.1K
|
542
$121K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-861Closed |
$102K - $130K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
10.7K+ 24.85% |
$1.28M - $1.63M
|
54K
$12M
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-4- 0.41% |
$475 - $606
|
971
$216K
|
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
2.26KNew |
$269K - $343K
|
2.26K
$504K
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
5.82KNew |
$691K - $882K
|
5.82K
$1.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-90Closed |
$10.7K - $13.6K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
149KNew |
$17.7M - $22.6M
|
149K
$33.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.86KNew |
$221K - $282K
|
1.86K
$414K
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
100New |
$11.9K - $15.2K
|
100
$22.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$11.9K - $15.2K
|
100
$22.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-5.92K- 20.01% |
$703K - $897K
|
23.7K
$5.27M
|
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.37K- 52.1% |
$281K - $359K
|
2.18K
$485K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.9KNew |
$1.41M - $1.8M
|
11.9K
$2.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
542New |
$64.4K - $82.1K
|
542
$121K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
2.33K+ 0.45% |
$277K - $353K
|
519K
$116M
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-912- 33.02% |
$108K - $138K
|
1.85K
$412K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.04KNew |
$361K - $461K
|
3.04K
$677K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
10.3KNew |
$1.22M - $1.56M
|
10.3K
$2.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-47- 0.46% |
$5.58K - $7.12K
|
10.1K
$2.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
54+ 0.35% |
$6.41K - $8.18K
|
15.4K
$3.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.96KNew |
$232K - $296K
|
1.96K
$435K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
4.69K+ 225.13% |
$558K - $711K
|
6.78K
$1.51M
|
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
BUY
|
- |
1.88KNew |
$223K - $284K
|
1.88K
$417K
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-106- 9.52% |
$12.6K - $16.1K
|
1.01K
$224K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-715- 2.57% |
$84.9K - $108K
|
27.2K
$6.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
851New |
$101K - $129K
|
851
$189K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
77+ 0.73% |
$9.15K - $11.7K
|
10.6K
$2.35M
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
25.5KNew |
$3.03M - $3.87M
|
25.5K
$5.68M
|
|
|
Oct 12, 2022
Q3 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
11.5K+ 141.52% |
$1.37M - $1.74M
|
19.6K
$4.37M
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-112- 3.6% |
$13.3K - $17K
|
3K
$667K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-370- 17.31% |
$43.9K - $56.1K
|
1.77K
$393K
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.43KClosed |
$177K - $231K
|
0
$0
|
|
|
May 15, 2023
Q2 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-417K- 55.94% |
$51.5M - $67.3M
|
328K
$73.1M
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-4.76K- 72.45% |
$587K - $768K
|
1.81K
$403K
|
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-611Closed |
$75.5K - $98.7K
|
0
$0
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
31.2KNew |
$3.85M - $5.04M
|
31.2K
$6.95M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
500+ 14.35% |
$61.7K - $80.7K
|
3.99K
$887K
|
|