Purchases and Sales Made in Q4 2023 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-46- 0.65% |
$7.37K - $8.88K
|
7.05K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-47- 3.12% |
$7.53K - $9.07K
|
1.46K
$340K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-48- 1.21% |
$7.69K - $9.27K
|
3.93K
$915K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-49- 0.99% |
$7.85K - $9.46K
|
4.9K
$1.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 5.26% |
$8.01K - $9.65K
|
900
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-50- 1.63% |
$8.01K - $9.65K
|
3.02K
$704K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-50- 1.32% |
$8.01K - $9.65K
|
3.74K
$870K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-50- 0.12% |
$8.01K - $9.65K
|
42.2K
$9.83M
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-50- 1.11% |
$8.01K - $9.65K
|
4.45K
$1.04M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-50- 1.11% |
$8.01K - $9.65K
|
4.45K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-51- 25.37% |
$8.17K - $9.85K
|
150
$34.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-52- 12.71% |
$8.33K - $10K
|
357
$83.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-58- 0.65% |
$9.29K - $11.2K
|
8.93K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-58- 3.45% |
$9.29K - $11.2K
|
1.62K
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-60- 4.34% |
$9.61K - $11.6K
|
1.32K
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-60- 1.78% |
$9.61K - $11.6K
|
3.32K
$773K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-60- 2.42% |
$9.61K - $11.6K
|
2.42K
$562K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-61- 1.04% |
$9.77K - $11.8K
|
5.81K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-61- 3.08% |
$9.77K - $11.8K
|
1.92K
$447K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-61- 2.62% |
$9.77K - $11.8K
|
2.27K
$528K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-62- 2.17% |
$9.93K - $12K
|
2.79K
$650K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-63- 1.08% |
$10.1K - $12.2K
|
5.77K
$1.34M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-63- 3.51% |
$10.1K - $12.2K
|
1.73K
$403K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-64- 3.82% |
$10.3K - $12.4K
|
1.61K
$376K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-69- 4.19% |
$11.1K - $13.3K
|
1.58K
$367K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-70- 2.05% |
$11.2K - $13.5K
|
3.35K
$779K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-71- 2.58% |
$11.4K - $13.7K
|
2.68K
$623K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-72- 4.16% |
$11.5K - $13.9K
|
1.66K
$386K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-75- 20.0% |
$12K - $14.5K
|
300
$69.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-75- 12.86% |
$12K - $14.5K
|
508
$118K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-75- 1.39% |
$12K - $14.5K
|
5.34K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-75- 1.17% |
$12K - $14.5K
|
6.35K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-75- 1.07% |
$12K - $14.5K
|
6.95K
$1.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-76- 0.86% |
$12.2K - $14.7K
|
8.74K
$2.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-76- 3.69% |
$12.2K - $14.7K
|
1.99K
$462K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-76- 6.3% |
$12.2K - $14.7K
|
1.13K
$263K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-78- 0.51% |
$12.5K - $15.1K
|
15.2K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-80- 6.48% |
$12.8K - $15.4K
|
1.16K
$269K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-82- 0.16% |
$13.1K - $15.8K
|
51.7K
$12M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-82- 7.16% |
$13.1K - $15.8K
|
1.06K
$247K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-85- 6.11% |
$13.6K - $16.4K
|
1.31K
$304K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-89- 0.51% |
$14.3K - $17.2K
|
17.4K
$4.05M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-89- 5.01% |
$14.3K - $17.2K
|
1.69K
$393K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-90- 0.31% |
$14.4K - $17.4K
|
29.4K
$6.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-91- 0.53% |
$14.6K - $17.6K
|
17K
$3.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-92- 2.58% |
$14.7K - $17.8K
|
3.47K
$808K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-94- 2.08% |
$15.1K - $18.1K
|
4.44K
$1.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-95- 2.06% |
$15.2K - $18.3K
|
4.51K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-95- 0.13% |
$15.2K - $18.3K
|
70.9K
$16.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-96- 4.53% |
$15.4K - $18.5K
|
2.02K
$471K
|