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
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
60New |
$11.8K - $14.3K
|
60
$14K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
60+ 0.25% |
$11.8K - $14.3K
|
24.3K
$5.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
59+ 3.37% |
$11.6K - $14K
|
1.81K
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
59+ 90.77% |
$11.6K - $14K
|
124
$28.9K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
54+ 4.27% |
$10.7K - $12.8K
|
1.32K
$307K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
50+ 2.67% |
$9.87K - $11.9K
|
1.93K
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
47+ 0.47% |
$9.27K - $11.2K
|
10K
$2.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
47+ 2.33% |
$9.27K - $11.2K
|
2.06K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
45+ 3.03% |
$8.88K - $10.7K
|
1.53K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
44+ 16.06% |
$8.68K - $10.5K
|
318
$74K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
43+ 2.13% |
$8.49K - $10.2K
|
2.06K
$479K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
43+ 0.27% |
$8.49K - $10.2K
|
16.1K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
42+ 1.52% |
$8.29K - $9.98K
|
2.8K
$653K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
41+ 0.82% |
$8.09K - $9.74K
|
5.03K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
40+ 2.01% |
$7.89K - $9.51K
|
2.04K
$474K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
40+ 0.62% |
$7.89K - $9.51K
|
6.47K
$1.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
40+ 5.59% |
$7.89K - $9.51K
|
755
$176K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
40+ 0.25% |
$7.89K - $9.51K
|
16.4K
$3.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
39+ 4.02% |
$7.7K - $9.27K
|
1.01K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
39+ 0.47% |
$7.7K - $9.27K
|
8.31K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
38+ 2.85% |
$7.5K - $9.03K
|
1.37K
$319K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
36+ 0.33% |
$7.1K - $8.56K
|
11.1K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
36+ 3.36% |
$7.1K - $8.56K
|
1.11K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36New |
$7.1K - $8.56K
|
36
$8.38K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
32+ 3.73% |
$6.31K - $7.61K
|
891
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
31+ 2.28% |
$6.12K - $7.37K
|
1.39K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
30+ 0.89% |
$5.92K - $7.13K
|
3.41K
$793K
|
|
|
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
$32.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.03% |
$5.72K - $6.89K
|
2.84K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
27+ 1.58% |
$5.33K - $6.42K
|
1.74K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
26+ 35.14% |
$5.13K - $6.18K
|
100
$23.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
26+ 1.96% |
$5.13K - $6.18K
|
1.35K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
25+ 0.37% |
$4.93K - $5.94K
|
6.86K
$1.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
25+ 0.02% |
$4.93K - $5.94K
|
140K
$32.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
21+ 1.52% |
$4.14K - $4.99K
|
1.4K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
21+ 1.74% |
$4.14K - $4.99K
|
1.23K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
21+ 1.13% |
$4.14K - $4.99K
|
1.88K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
20+ 0.29% |
$3.95K - $4.75K
|
6.83K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
20+ 0.73% |
$3.95K - $4.75K
|
2.78K
$646K
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
20+ 1.15% |
$3.95K - $4.75K
|
1.76K
$410K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
20New |
$3.95K - $4.75K
|
20
$4.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
18+ 1.86% |
$3.55K - $4.28K
|
987
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.49% |
$2.96K - $3.57K
|
3.07K
$714K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
14+ 37.84% |
$2.76K - $3.33K
|
51
$11.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.12% |
$2.17K - $2.61K
|
8.87K
$2.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
11+ 0.27% |
$2.17K - $2.61K
|
4.07K
$947K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11+ 0.88% |
$2.17K - $2.61K
|
1.26K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7+ 19.44% |
$1.38K - $1.66K
|
43
$10K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.17% |
$1.18K - $1.43K
|
3.6K
$838K
|