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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.9KClosed |
$551K - $685K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-280Closed |
$39.6K - $49.1K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-14.7KClosed |
$2.07M - $2.57M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
BUY
|
- |
2.43KNew |
$343K - $426K
|
2.43K
$540K
|
|
|
Apr 27, 2022
Q1 2022
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-12.7KClosed |
$1.8M - $2.23M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-21Closed |
$2.97K - $3.69K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-5.94KClosed |
$840K - $1.04M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
350New |
$49.5K - $61.4K
|
350
$77.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.64KClosed |
$232K - $288K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-300Closed |
$42.4K - $52.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-132Closed |
$18.7K - $23.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-188Closed |
$26.6K - $33K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-10.9KClosed |
$1.54M - $1.91M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-778Closed |
$110K - $137K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
298+ 14.08% |
$42.1K - $52.3K
|
2.42K
$538K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-12- 10.43% |
$1.7K - $2.11K
|
103
$22.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
5KNew |
$707K - $878K
|
5K
$1.11M
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.57KClosed |
$504K - $626K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.38KClosed |
$195K - $242K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.66KClosed |
$234K - $290K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-3.27KClosed |
$462K - $573K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-7- 2.53% |
$990 - $1.23K
|
270
$60.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-14.7KClosed |
$2.08M - $2.59M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-69.7KClosed |
$9.85M - $12.2M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-879Closed |
$124K - $154K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-63Closed |
$8.91K - $11.1K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.67KClosed |
$378K - $469K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.57KClosed |
$364K - $451K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.85KClosed |
$544K - $676K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
7.88KNew |
$1.11M - $1.38M
|
7.88K
$1.75M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
10KNew |
$1.41M - $1.76M
|
10K
$2.23M
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-4- 1.14% |
$566 - $702
|
348
$77.5K
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
108New |
$16K - $19.1K
|
108
$24K
|
|
|
Jun 22, 2023
Q4 2021
|
Msd Partners, L.P.
New York, NY |
BUY
|
CALL |
423KNew |
$62.6M - $74.7M
|
423K
$94.2M
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-313- 8.4% |
$46.3K - $55.3K
|
3.42K
$760K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
242New |
$35.8K - $42.7K
|
242
$53.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
6.2KNew |
$917K - $1.09M
|
6.2K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
BUY
|
- |
1.65KNew |
$244K - $291K
|
1.65K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-11.3KClosed |
$1.68M - $2M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-31.7KClosed |
$4.69M - $5.6M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-2KClosed |
$296K - $353K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Candlestick Capital Management LP
Greenwich, CT |
SELL
|
PUT |
-500KClosed |
$74M - $88.3M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-11.6KClosed |
$1.72M - $2.05M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-19.9KClosed |
$2.94M - $3.51M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-90.4K- 41.83% |
$13.4M - $16M
|
126K
$28M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
217New |
$32.1K - $38.3K
|
217
$48.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.7KClosed |
$400K - $477K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-330Closed |
$48.9K - $58.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.5K+ 240.74% |
$962K - $1.15M
|
9.2K
$2.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
CALL |
300New |
$44.4K - $53K
|
300
$66.8K
|
|