Latest Institutional Purchases of Technology Sector Spdr (XLK)
This list provides information on the latest institutional transactions involving Technology Sector Spdr (XLK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
76+ 37.44% |
$15K - $18.1K
|
279
$64.4K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73+ 1.64% |
$14.4K - $17.4K
|
4.53K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
70+ 6.39% |
$13.8K - $16.6K
|
1.17K
$269K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
70+ 2.83% |
$13.8K - $16.6K
|
2.55K
$588K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
69+ 2.37% |
$13.6K - $16.4K
|
2.98K
$688K
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
67+ 1.63% |
$13.2K - $15.9K
|
4.17K
$962K
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
67+ 1.69% |
$13.2K - $15.9K
|
4.03K
$932K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
66New |
$13K - $15.7K
|
66
$15.2K
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
62+ 6.1% |
$12.2K - $14.7K
|
1.08K
$249K
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
62+ 0.18% |
$12.2K - $14.7K
|
35.1K
$8.11M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
60New |
$11.8K - $14.3K
|
60
$13.9K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
60+ 0.25% |
$11.8K - $14.3K
|
24.3K
$5.62M
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
59+ 3.37% |
$11.6K - $14K
|
1.81K
$418K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
59+ 1.09% |
$11.6K - $14K
|
5.45K
$1.26M
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
59+ 90.77% |
$11.6K - $14K
|
124
$28.6K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
56+ 1.96% |
$11.1K - $13.3K
|
2.92K
$674K
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
54+ 4.27% |
$10.7K - $12.8K
|
1.32K
$305K
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
50+ 2.67% |
$9.87K - $11.9K
|
1.93K
$445K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
47+ 0.47% |
$9.27K - $11.2K
|
10K
$2.31M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
47+ 2.33% |
$9.27K - $11.2K
|
2.06K
$476K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
46+ 0.43% |
$9.08K - $10.9K
|
10.8K
$2.5M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
45+ 3.03% |
$8.88K - $10.7K
|
1.53K
$353K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
44+ 16.06% |
$8.68K - $10.5K
|
318
$73.5K
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
43+ 2.13% |
$8.49K - $10.2K
|
2.06K
$475K
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
43+ 0.27% |
$8.49K - $10.2K
|
16.1K
$3.72M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
42+ 1.52% |
$8.29K - $9.98K
|
2.8K
$648K
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
41+ 0.82% |
$8.09K - $9.74K
|
5.03K
$1.16M
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
40+ 2.01% |
$7.89K - $9.51K
|
2.04K
$470K
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
40+ 0.62% |
$7.89K - $9.51K
|
6.47K
$1.49M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
40+ 5.59% |
$7.89K - $9.51K
|
755
$174K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
40+ 0.25% |
$7.89K - $9.51K
|
16.4K
$3.78M
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
39+ 4.02% |
$7.7K - $9.27K
|
1.01K
$233K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
39+ 0.47% |
$7.7K - $9.27K
|
8.31K
$1.92M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
38+ 2.85% |
$7.5K - $9.03K
|
1.37K
$316K
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
36+ 0.33% |
$7.1K - $8.56K
|
11.1K
$2.56M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
36+ 3.36% |
$7.1K - $8.56K
|
1.11K
$256K
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36New |
$7.1K - $8.56K
|
36
$8.32K
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
32+ 3.73% |
$6.31K - $7.61K
|
891
$206K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
31+ 2.28% |
$6.12K - $7.37K
|
1.39K
$321K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
30+ 0.89% |
$5.92K - $7.13K
|
3.41K
$786K
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.63% |
$5.92K - $7.13K
|
4.83K
$1.12M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29+ 26.13% |
$5.72K - $6.89K
|
140
$32.3K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.03% |
$5.72K - $6.89K
|
2.84K
$656K
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
27+ 1.58% |
$5.33K - $6.42K
|
1.74K
$401K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 35.14% |
$5.13K - $6.18K
|
100
$23.1K
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
26+ 1.96% |
$5.13K - $6.18K
|
1.35K
$312K
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
25+ 0.37% |
$4.93K - $5.94K
|
6.86K
$1.59M
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
25+ 0.02% |
$4.93K - $5.94K
|
140K
$32.3M
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
23+ 0.68% |
$4.54K - $5.47K
|
3.41K
$787K
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
21+ 1.52% |
$4.14K - $4.99K
|
1.4K
$324K
|