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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-178Closed |
$18.6K - $22.6K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-32.7K- 53.21% |
$2.5M - $3.42M
|
28.7K
$6.4M
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-500Closed |
$38.3K - $52.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
89KNew |
$6.81M - $9.32M
|
89K
$19.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-12.6KClosed |
$962K - $1.31M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-138Closed |
$10.6K - $14.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
71KNew |
$5.43M - $7.43M
|
71K
$15.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Select Equity Group, L.P.
New York, NY |
SELL
|
PUT |
-1.3MClosed |
$99.3M - $136M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Ratan Capital Management LP
Miami Beach, FL |
SELL
|
- |
-269KClosed |
$20.6M - $28.1M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-7.5KClosed |
$574K - $785K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$7.65K - $10.5K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
PUT |
-2.5KClosed |
$191K - $262K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
PUT |
-145KClosed |
$11.1M - $15.2M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-8.09KClosed |
$619K - $846K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.75KClosed |
$210K - $288K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
100New |
$7.65K - $10.5K
|
100
$22.3K
|
|
|
Aug 10, 2020
Q2 2020
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-28.3KClosed |
$2.17M - $2.97M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
10+ 4.76% |
$765 - $1.05K
|
220
$49K
|
|
|
Aug 07, 2020
Q2 2020
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
2.39KNew |
$183K - $250K
|
2.39K
$532K
|
|
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-15.4KClosed |
$1.18M - $1.62M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Powell Investment Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Washington Trust Bank
|
SELL
|
- |
-2.96KClosed |
$226K - $309K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.75KClosed |
$134K - $183K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
BUY
|
PUT |
1.5KNew |
$115K - $157K
|
1.5K
$334K
|
|
|
Jul 13, 2020
Q2 2020
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
1KNew |
$76.5K - $105K
|
1K
$223K
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
PUT |
200New |
$14.1K - $20.6K
|
200
$44.5K
|
|
|
May 15, 2020
Q1 2020
|
Fort Baker Capital Management LP
Larkspur, CA |
SELL
|
PUT |
-190KClosed |
$13.4M - $19.5M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
PUT |
-20KClosed |
$1.41M - $2.06M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-5.49MClosed |
$386M - $564M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-146KClosed |
$10.3M - $15M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-32.1KClosed |
$2.26M - $3.3M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-6.01KClosed |
$423K - $617K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-35.3KClosed |
$2.49M - $3.63M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-3.22KClosed |
$227K - $331K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.51KClosed |
$176K - $257K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-3.2KClosed |
$225K - $329K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-82- 42.71% |
$5.77K - $8.43K
|
110
$24.5K
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-600Closed |
$42.2K - $61.7K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-223Closed |
$15.7K - $22.9K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.02KClosed |
$354K - $516K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Qvr LLC
|
SELL
|
- |
-45.9KClosed |
$3.23M - $4.72M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Qvr LLC
|
SELL
|
PUT |
-5.2KClosed |
$366K - $535K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-126Closed |
$8.87K - $13K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-248Closed |
$17.5K - $25.5K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-6.27KClosed |
$441K - $644K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Mai Capital Management
|
BUY
|
PUT |
6KNew |
$422K - $617K
|
6K
$1.34M
|
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
SELL
|
- |
-2KClosed |
$141K - $206K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
95New |
$6.69K - $9.77K
|
95
$21.1K
|
|
| Q4 2019 | |||||||
|
Oct 02, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
678New |
$53.1K - $62.3K
|
678
$151K
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.08MClosed |
$84.7M - $99.4M
|
0
$0
|
|