Purchases and Sales Made in Q3 2023 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q3 2023. The information is specifically focused on institutions that hold shares of TECHNOLOGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-95- 0.87% |
$15.4K - $17.1K
|
10.8K
$2.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-97- 1.31% |
$15.7K - $17.5K
|
7.29K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-97- 0.47% |
$15.7K - $17.5K
|
20.6K
$3.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-98- 0.97% |
$15.9K - $17.7K
|
9.96K
$1.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-99- 3.34% |
$16K - $17.8K
|
2.87K
$553K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-99- 3.83% |
$16K - $17.8K
|
2.49K
$479K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-100- 1.98% |
$16.2K - $18K
|
4.95K
$955K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-100- 4.95% |
$16.2K - $18K
|
1.92K
$370K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-100- 3.29% |
$16.2K - $18K
|
2.94K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 1.92% |
$16.2K - $18K
|
5.12K
$988K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-100- 0.75% |
$16.2K - $18K
|
13.2K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-101- 2.56% |
$16.4K - $18.2K
|
3.84K
$740K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-103- 1.78% |
$16.7K - $18.6K
|
5.69K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-105- 10.46% |
$17K - $18.9K
|
899
$173K
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-107- 4.66% |
$17.3K - $19.3K
|
2.19K
$422K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-107- 3.04% |
$17.3K - $19.3K
|
3.41K
$658K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-108- 3.93% |
$17.5K - $19.5K
|
2.64K
$509K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-109- 1.94% |
$17.7K - $19.6K
|
5.5K
$1.06M
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-109- 6.93% |
$17.7K - $19.6K
|
1.46K
$282K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-112- 2.08% |
$18.1K - $20.2K
|
5.26K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-112- 1.48% |
$18.1K - $20.2K
|
7.44K
$1.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-113- 5.91% |
$18.3K - $20.4K
|
1.8K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-113- 3.12% |
$18.3K - $20.4K
|
3.51K
$677K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-114- 1.62% |
$18.5K - $20.5K
|
6.9K
$1.33M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-115- 3.79% |
$18.6K - $20.7K
|
2.92K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-115- 7.99% |
$18.6K - $20.7K
|
1.33K
$256K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-120- 1.45% |
$19.4K - $21.6K
|
8.14K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-120- 30.93% |
$19.4K - $21.6K
|
268
$51.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-122- 0.26% |
$19.8K - $22K
|
47.5K
$9.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-125- 5.56% |
$20.2K - $22.5K
|
2.13K
$410K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-125- 1.78% |
$20.2K - $22.5K
|
6.89K
$1.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-126- 0.96% |
$20.4K - $22.7K
|
13K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-127- 0.34% |
$20.6K - $22.9K
|
37.6K
$7.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-132- 1.52% |
$21.4K - $23.8K
|
8.58K
$1.65M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-134- 2.16% |
$21.7K - $24.2K
|
6.06K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-134- 9.44% |
$21.7K - $24.2K
|
1.29K
$248K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-135- 5.34% |
$21.9K - $24.3K
|
2.39K
$462K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-135- 0.34% |
$21.9K - $24.3K
|
39.7K
$7.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-139- 9.08% |
$22.5K - $25.1K
|
1.39K
$268K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-139- 3.34% |
$22.5K - $25.1K
|
4.02K
$775K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-140- 12.77% |
$22.7K - $25.2K
|
956
$184K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-140- 6.01% |
$22.7K - $25.2K
|
2.19K
$422K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-141- 1.56% |
$22.8K - $25.4K
|
8.89K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-142- 21.52% |
$23K - $25.6K
|
518
$99.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-147- 3.14% |
$23.8K - $26.5K
|
4.53K
$874K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-149- 7.63% |
$24.1K - $26.9K
|
1.8K
$348K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-150- 4.28% |
$24.3K - $27K
|
3.36K
$647K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-150- 2.77% |
$24.3K - $27K
|
5.27K
$1.02M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-150- 17.54% |
$24.3K - $27K
|
705
$136K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-150- 5.5% |
$24.3K - $27K
|
2.58K
$497K
|