Purchases and Sales Made in Q3 2023 in Technology Sector Spdr (XLK)

XLK Quotes by TradingView

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 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
15.4K
+ 11.4%
$2.49M - $2.77M
150K $34.6M
Oct 11, 2023 Q3 2023
Mount Yale Investment Advisors, LLC

BUY
 -
15.3K
+ 37.93%
$2.48M - $2.76M
55.7K $12.8M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
15.2K
+ 13.37%
$2.46M - $2.74M
129K $29.7M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
14.6K
+ 8.81%
$2.37M - $2.63M
181K $41.7M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
14.4K
+ 418.38%
$2.33M - $2.6M
17.9K $4.12M
Feb 07, 2024 Q3 2023
Wealth Advisory Solutions, LLC

BUY
 -
13.7K
New
$2.23M - $2.48M
13.7K $3.17M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
13.7K
+ 37.17%
$2.21M - $2.46M
50.5K $11.6M
Oct 26, 2023 Q3 2023
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
13.2K
New
$2.14M - $2.39M
13.2K $3.06M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
13K
+ 4.04%
$2.11M - $2.34M
334K $77.2M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
12.8K
+ 331.33%
$2.07M - $2.31M
16.7K $3.85M
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
11.6K
+ 24.17%
$1.88M - $2.09M
59.5K $13.7M
Oct 30, 2023 Q3 2023
Rwq Financial Management Services, Inc.

BUY
 -
11.4K
+ 45.77%
$1.85M - $2.06M
36.4K $8.4M
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
11K
New
$1.78M - $1.98M
11K $2.54M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
10.8K
+ 1.85%
$1.75M - $1.95M
596K $138M
Nov 03, 2023 Q3 2023
Syon Capital LLC

San Francisco, CA
BUY
 -
10.6K
New
$1.71M - $1.91M
10.6K $2.44M
Nov 14, 2023 Q3 2023
Legacy Advisors, LLC

BUY
 -
10.4K
+ 34.35%
$1.68M - $1.87M
40.7K $9.38M
Nov 13, 2023 Q3 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
10.2K
+ 35.64%
$1.66M - $1.84M
38.9K $8.98M
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
10.1K
+ 424.97%
$1.64M - $1.82M
12.5K $2.88M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
9.95K
+ 5.82%
$1.61M - $1.79M
181K $41.7M
Nov 14, 2023 Q3 2023
Symmetry Investments LP

BUY
 -
9.84K
New
$1.59M - $1.77M
9.84K $2.27M
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
9.73K
New
$1.58M - $1.75M
9.73K $2.25M
Oct 25, 2023 Q3 2023
3 D/L Capital Management, LLC

BUY
 -
9.62K
New
$1.56M - $1.73M
9.62K $2.22M
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
9.44K
+ 36.27%
$1.53M - $1.7M
35.5K $8.19M
Nov 02, 2023 Q3 2023
Forbes J M & CO LLP

BUY
 -
9.43K
+ 11.66%
$1.53M - $1.7M
90.3K $20.8M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
9.35K
+ 52.81%
$1.51M - $1.69M
27.1K $6.25M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
9.34K
+ 47.14%
$1.51M - $1.68M
29.2K $6.73M
Oct 23, 2023 Q3 2023
Cumberland Advisors Inc

BUY
 -
9.26K
New
$1.5M - $1.67M
9.26K $2.14M
Nov 14, 2023 Q3 2023
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
9.2K
+ 5.43%
$1.49M - $1.66M
178K $41.2M
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
8.87K
+ 1.85%
$1.44M - $1.6M
488K $113M
Nov 07, 2023 Q3 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
8.73K
+ 482.15%
$1.41M - $1.57M
10.5K $2.43M
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
8.72K
+ 95.18%
$1.41M - $1.57M
17.9K $4.13M
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
8.71K
+ 205.69%
$1.41M - $1.57M
12.9K $2.99M
Oct 23, 2023 Q3 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
8.6K
+ 95.01%
$1.39M - $1.55M
17.6K $4.07M
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
8.59K
+ 9544.44%
$1.39M - $1.55M
8.68K $2M
Nov 14, 2023 Q3 2023
Alps Advisors Inc

Denver, CO
BUY
 -
8.57K
+ 5.41%
$1.39M - $1.54M
167K $38.5M
Nov 01, 2023 Q3 2023
Prw Wealth Management LLC

BUY
 -
8.51K
New
$1.38M - $1.53M
8.51K $1.96M
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
8.44K
+ 185.29%
$1.37M - $1.52M
13K $3M
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
8.44K
+ 20.55%
$1.37M - $1.52M
49.5K $11.4M
Nov 15, 2023 Q3 2023
Horizon Family Wealth, Inc.

BUY
 -
8.43K
New
$1.37M - $1.52M
8.43K $1.95M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
8.37K
New
$1.36M - $1.51M
8.37K $1.93M
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
8.18K
+ 29.77%
$1.32M - $1.47M
35.7K $8.23M
Nov 03, 2023 Q3 2023
Column Capital Advisors, LLC

BUY
 -
7.98K
+ 32.05%
$1.29M - $1.44M
32.9K $7.58M
Nov 02, 2023 Q3 2023
Cypress Capital Group

BUY
 -
7.97K
+ 37.61%
$1.29M - $1.44M
29.2K $6.73M
Nov 06, 2023 Q3 2023
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
7.8K
+ 611.36%
$1.26M - $1.41M
9.08K $2.1M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
7.8K
+ 7.87%
$1.26M - $1.41M
107K $24.7M
Nov 14, 2023 Q3 2023
Susquehanna International Group Ltd.

Dublin, L2
BUY
 -
7.46K
New
$1.21M - $1.34M
7.46K $1.72M
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
7.41K
New
$1.2M - $1.34M
7.41K $1.71M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
7.2K
+ 9.87%
$1.17M - $1.3M
80.2K $18.5M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
7.16K
+ 67.05%
$1.16M - $1.29M
17.8K $4.12M

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