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 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.06K+ 69.33% |
$810K - $977K
|
12.4K
$2.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5.04K+ 363.42% |
$807K - $972K
|
6.42K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.01K+ 239.6% |
$803K - $967K
|
7.1K
$1.64M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
5.01KNew |
$803K - $967K
|
5.01K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
4.87KNew |
$780K - $940K
|
4.87K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.87K+ 8.75% |
$780K - $940K
|
60.5K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.86KNew |
$778K - $938K
|
4.86K
$1.12M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.73KNew |
$758K - $913K
|
4.73K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.71KNew |
$754K - $909K
|
4.71K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.7K+ 370.98% |
$754K - $908K
|
5.97K
$1.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.7K+ 25.45% |
$752K - $907K
|
23.2K
$5.34M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.69KNew |
$751K - $905K
|
4.69K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.61K+ 14.61% |
$738K - $889K
|
36.2K
$8.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.58K+ 2.66% |
$734K - $885K
|
177K
$40.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
4.57KNew |
$732K - $882K
|
4.57K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
4.57K+ 14.31% |
$731K - $881K
|
36.5K
$8.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.55K+ 9.81% |
$729K - $878K
|
50.9K
$11.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.52KNew |
$725K - $873K
|
4.52K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
4.5KNew |
$720K - $868K
|
4.5K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.47K+ 145.76% |
$716K - $863K
|
7.54K
$1.74M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.42K+ 120.61% |
$708K - $853K
|
8.08K
$1.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.37KNew |
$699K - $843K
|
4.37K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.35K+ 30.7% |
$697K - $840K
|
18.5K
$4.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
4.35KNew |
$697K - $840K
|
4.35K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.33K+ 4.05% |
$694K - $836K
|
111K
$25.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.33K+ 8.14% |
$693K - $835K
|
57.5K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.32K+ 65.46% |
$693K - $835K
|
10.9K
$2.52M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
4.29KNew |
$687K - $828K
|
4.29K
$990K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.19K+ 26.09% |
$672K - $810K
|
20.3K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.19KNew |
$671K - $808K
|
4.19K
$966K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.14K+ 4.17% |
$663K - $800K
|
104K
$23.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
4.09K+ 7.76% |
$655K - $790K
|
56.8K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.99KNew |
$640K - $771K
|
3.99K
$922K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.82K+ 32.23% |
$612K - $738K
|
15.7K
$3.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.74K+ 34.58% |
$599K - $722K
|
14.6K
$3.36M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.71K+ 1.79% |
$594K - $716K
|
211K
$48.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.7K+ 582.68% |
$593K - $714K
|
4.34K
$1M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.69K+ 13.64% |
$591K - $713K
|
30.8K
$7.1M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.68KNew |
$590K - $711K
|
3.68K
$850K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.67KNew |
$588K - $709K
|
3.67K
$847K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.65KNew |
$585K - $705K
|
3.65K
$842K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
3.63KNew |
$581K - $700K
|
3.63K
$837K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.62K+ 1.58% |
$580K - $699K
|
233K
$53.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.61K+ 55.53% |
$577K - $696K
|
10.1K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.6KNew |
$577K - $695K
|
3.6K
$831K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.58K+ 0.5% |
$574K - $692K
|
725K
$167M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
3.55K+ 32.03% |
$569K - $685K
|
14.6K
$3.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
3.49K+ 2.71% |
$558K - $673K
|
132K
$30.5M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
3.41K+ 4.67% |
$546K - $658K
|
76.4K
$17.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.39K+ 14.94% |
$543K - $655K
|
26.1K
$6.02M
|