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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.55K- 14.68% |
$737K - $820K
|
26.4K
$6.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.57K- 18.44% |
$741K - $824K
|
20.2K
$4.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.7K- 33.39% |
$761K - $847K
|
9.37K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-4.79K- 38.58% |
$776K - $863K
|
7.62K
$1.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-4.84K- 15.14% |
$783K - $872K
|
27.1K
$6.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.86K- 3.84% |
$788K - $877K
|
122K
$28.1M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.91K- 82.63% |
$795K - $884K
|
1.03K
$238K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.1K- 17.82% |
$825K - $919K
|
23.5K
$5.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-5.11K- 8.05% |
$828K - $921K
|
58.4K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.24K- 98.87% |
$848K - $944K
|
60
$13.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.64K- 28.44% |
$913K - $1.02M
|
14.2K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-5.65K- 24.1% |
$915K - $1.02M
|
17.8K
$4.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-5.82K- 47.29% |
$942K - $1.05M
|
6.48K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.9K- 32.56% |
$956K - $1.06M
|
12.2K
$2.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.98K- 15.07% |
$968K - $1.08M
|
33.7K
$7.78M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.98K- 15.07% |
$968K - $1.08M
|
33.7K
$7.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.1K- 15.37% |
$989K - $1.1M
|
33.6K
$7.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-6.26K- 8.95% |
$1.01M - $1.13M
|
63.7K
$14.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-6.4K- 28.44% |
$1.04M - $1.15M
|
16.1K
$3.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-6.46K- 1.15% |
$1.05M - $1.16M
|
553K
$128M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6.75K- 4.19% |
$1.09M - $1.22M
|
154K
$35.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-6.77K- 9.99% |
$1.1M - $1.22M
|
60.9K
$14.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-6.98K- 2.7% |
$1.13M - $1.26M
|
252K
$58.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-6.98K- 7.21% |
$1.13M - $1.26M
|
89.8K
$20.7M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-7.55K- 5.93% |
$1.22M - $1.36M
|
120K
$27.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-7.75K- 9.01% |
$1.26M - $1.4M
|
78.3K
$18.1M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.76K- 98.8% |
$1.26M - $1.4M
|
94
$21.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-8K- 41.91% |
$1.3M - $1.44M
|
11.1K
$2.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-8.3K- 1.9% |
$1.34M - $1.5M
|
428K
$98.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-8.4K- 83.81% |
$1.36M - $1.51M
|
1.62K
$375K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-8.65K- 6.07% |
$1.4M - $1.56M
|
134K
$30.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-8.99K- 58.07% |
$1.46M - $1.62M
|
6.49K
$1.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9.17K- 54.07% |
$1.49M - $1.65M
|
7.79K
$1.8M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-9.28K- 67.32% |
$1.5M - $1.67M
|
4.5K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
SELL
|
- |
-9.6K- 26.58% |
$1.55M - $1.73M
|
26.5K
$6.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-9.61K- 2.13% |
$1.56M - $1.73M
|
442K
$102M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-9.66K- 18.96% |
$1.56M - $1.74M
|
41.3K
$9.54M
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-10.1K- 1.7% |
$1.64M - $1.82M
|
586K
$135M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.2K- 5.11% |
$1.65M - $1.84M
|
190K
$43.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-11.1K- 6.12% |
$1.8M - $2M
|
170K
$39.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.4K- 62.95% |
$1.85M - $2.06M
|
6.73K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.2K- 5.77% |
$1.97M - $2.2M
|
199K
$46M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 4.18% |
$1.99M - $2.21M
|
281K
$64.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-12.3K- 39.66% |
$2M - $2.22M
|
18.8K
$4.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-12.7K- 31.29% |
$2.05M - $2.28M
|
27.8K
$6.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-13.2K- 79.75% |
$2.14M - $2.38M
|
3.35K
$773K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.4K- 26.41% |
$2.17M - $2.41M
|
37.2K
$8.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-13.6K- 52.34% |
$2.2M - $2.45M
|
12.4K
$2.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13.8K- 0.98% |
$2.23M - $2.48M
|
1.4M
$323M
|
|
|
Nov 14, 2023
Q3 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-14.5K- 16.12% |
$2.35M - $2.62M
|
75.6K
$17.5M
|