Purchases and Sales Made in Q4 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.97K+ 8.09% |
$875K - $959K
|
53.1K
$11.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.96K+ 6.33% |
$872K - $956K
|
66.5K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.94KNew |
$867K - $951K
|
3.94K
$876K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
3.93KNew |
$865K - $948K
|
3.93K
$874K
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.91KNew |
$861K - $944K
|
3.91K
$870K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.9KNew |
$859K - $941K
|
3.9K
$868K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.89KNew |
$858K - $940K
|
3.89K
$867K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.89K+ 4862.5% |
$857K - $939K
|
3.97K
$884K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.88KNew |
$854K - $937K
|
3.88K
$863K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.76K+ 26.85% |
$829K - $908K
|
17.8K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.76K+ 1.87% |
$827K - $907K
|
205K
$45.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.7K+ 2.04% |
$815K - $893K
|
185K
$41.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
3.68KNew |
$811K - $889K
|
3.68K
$820K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.67KNew |
$809K - $887K
|
3.67K
$818K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.59K+ 0.25% |
$790K - $866K
|
1.44M
$320M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.57K+ 33.49% |
$786K - $861K
|
14.2K
$3.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.48K+ 6.04% |
$766K - $840K
|
61K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
3.47KNew |
$763K - $837K
|
3.47K
$771K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.45KNew |
$760K - $833K
|
3.45K
$768K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.42K+ 242.79% |
$752K - $825K
|
4.82K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.38K+ 12.02% |
$745K - $816K
|
31.5K
$7.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 3.16% |
$741K - $813K
|
110K
$24.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.33K+ 42.91% |
$733K - $804K
|
11.1K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.31KNew |
$730K - $800K
|
3.31K
$737K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
3.3K+ 13.4% |
$727K - $797K
|
28K
$6.22M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.28K+ 12.75% |
$722K - $792K
|
29K
$6.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.25KNew |
$715K - $784K
|
3.25K
$723K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.19KNew |
$702K - $769K
|
3.19K
$709K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.18K+ 6.01% |
$701K - $769K
|
56.1K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
3.17KNew |
$698K - $765K
|
3.17K
$706K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
3.17K+ 10.64% |
$698K - $765K
|
32.9K
$7.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.16KNew |
$697K - $764K
|
3.16K
$704K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.1K+ 18.93% |
$683K - $749K
|
19.5K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.09K+ 14.36% |
$680K - $745K
|
24.6K
$5.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.06K+ 4.51% |
$674K - $739K
|
70.9K
$15.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.06K+ 1.94% |
$673K - $738K
|
160K
$35.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
3.05K+ 23.31% |
$672K - $737K
|
16.1K
$3.59M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.04KNew |
$670K - $734K
|
3.04K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.02K+ 96.0% |
$666K - $730K
|
6.17K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.02K+ 8.21% |
$664K - $728K
|
39.7K
$8.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
3K+ 35.71% |
$661K - $724K
|
11.4K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3K+ 5.87% |
$660K - $724K
|
54K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.95KNew |
$649K - $711K
|
2.95K
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.92K+ 3.83% |
$642K - $704K
|
79K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.92KNew |
$642K - $704K
|
2.92K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.9KNew |
$639K - $701K
|
2.9K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.87K+ 16.27% |
$632K - $693K
|
20.5K
$4.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.86K+ 0.6% |
$630K - $691K
|
483K
$107M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.84KNew |
$626K - $686K
|
2.84K
$632K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.83K+ 7.99% |
$623K - $683K
|
38.2K
$8.51M
|