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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.84KNew |
$295K - $355K
|
1.84K
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.47KNew |
$235K - $283K
|
1.47K
$341K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.43KNew |
$229K - $276K
|
1.43K
$333K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.37KNew |
$219K - $264K
|
1.37K
$319K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.35KNew |
$216K - $260K
|
1.35K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.3KNew |
$208K - $251K
|
1.3K
$303K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
PUT |
1.3KNew |
$208K - $251K
|
1.3K
$303K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.29KNew |
$207K - $249K
|
1.29K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.27KNew |
$203K - $245K
|
1.27K
$295K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.25K+ 17.92% |
$200K - $241K
|
8.22K
$1.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.24KNew |
$199K - $240K
|
1.24K
$289K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$198K - $238K
|
1.24K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.19KNew |
$191K - $230K
|
1.19K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.18KNew |
$190K - $228K
|
1.18K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.17KNew |
$187K - $225K
|
1.17K
$272K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$185K - $223K
|
1.16K
$269K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.14KNew |
$182K - $219K
|
1.14K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.09KNew |
$175K - $211K
|
1.09K
$254K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
1.09KNew |
$174K - $210K
|
1.09K
$253K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.08KNew |
$173K - $208K
|
1.08K
$251K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.05KNew |
$169K - $203K
|
1.05K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
1.05KNew |
$168K - $203K
|
1.05K
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.04KNew |
$167K - $201K
|
1.04K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1KNew |
$160K - $193K
|
1K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
901New |
$144K - $174K
|
901
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
600New |
$96.1K - $116K
|
600
$140K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
594+ 9900.0% |
$95.2K - $115K
|
600
$140K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
578New |
$92.6K - $112K
|
578
$135K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
528+ 2.62% |
$84.6K - $102K
|
20.7K
$4.82M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
462New |
$74K - $89.2K
|
462
$108K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
440New |
$70.5K - $85K
|
440
$102K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
410+ 62.31% |
$65.7K - $79.2K
|
1.07K
$249K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
400New |
$64.1K - $77.2K
|
400
$93.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
388New |
$62.2K - $74.9K
|
388
$90.3K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
336+ 6.66% |
$53.8K - $64.9K
|
5.38K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
336+ 5.58% |
$53.8K - $64.9K
|
6.35K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
306+ 17.58% |
$49K - $59.1K
|
2.05K
$477K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
275New |
$44.1K - $53.1K
|
275
$64K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
275New |
$44.1K - $53.1K
|
275
$64K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
248New |
$39.7K - $47.9K
|
248
$57.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
197New |
$31.6K - $38K
|
197
$45.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
177+ 32.3% |
$28.4K - $34.2K
|
725
$169K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
151+ 6.58% |
$24.2K - $29.2K
|
2.45K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
140New |
$22.4K - $27K
|
140
$32.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
118New |
$18.9K - $22.8K
|
118
$27.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
116New |
$18.6K - $22.4K
|
116
$27K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
116New |
$18.6K - $22.4K
|
116
$27K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
108New |
$17.3K - $20.9K
|
108
$25.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
105+ 7.32% |
$16.8K - $20.3K
|
1.54K
$358K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
100New |
$16K - $19.3K
|
100
$23.3K
|