Purchases and Sales Made in Q1 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
23+ 1.79% |
$4.23K - $4.85K
|
1.31K
$313K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
23+ 1.36% |
$4.23K - $4.85K
|
1.72K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
22+ 0.7% |
$4.05K - $4.64K
|
3.15K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
22+ 0.33% |
$4.05K - $4.64K
|
6.68K
$1.6M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
21+ 1.69% |
$3.87K - $4.43K
|
1.26K
$302K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
19+ 1.51% |
$3.5K - $4.01K
|
1.28K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
19+ 0.53% |
$3.5K - $4.01K
|
3.61K
$863K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 12.67% |
$3.5K - $4.01K
|
169
$40.5K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 1.04% |
$3.5K - $4.01K
|
1.85K
$442K
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.12% |
$3.13K - $3.59K
|
13.6K
$3.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 200.0% |
$2.95K - $3.38K
|
24
$5.74K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
16+ 0.74% |
$2.95K - $3.38K
|
2.19K
$524K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
15+ 1.18% |
$2.76K - $3.17K
|
1.29K
$308K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
15+ 0.16% |
$2.76K - $3.17K
|
9.56K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
14+ 0.1% |
$2.58K - $2.95K
|
14.5K
$3.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
14+ 0.37% |
$2.58K - $2.95K
|
3.76K
$899K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
14+ 0.94% |
$2.58K - $2.95K
|
1.5K
$360K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13+ 0.47% |
$2.39K - $2.74K
|
2.76K
$661K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.33% |
$2.21K - $2.53K
|
912
$218K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.5% |
$2.21K - $2.53K
|
2.4K
$574K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11+ 0.11% |
$2.03K - $2.32K
|
9.75K
$2.33M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11+ 61.11% |
$2.03K - $2.32K
|
29
$6.94K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
11New |
$2.03K - $2.32K
|
11
$2.63K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10+ 0.66% |
$1.84K - $2.11K
|
1.52K
$364K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
10+ 0.09% |
$1.84K - $2.11K
|
11.7K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
10+ 0.79% |
$1.84K - $2.11K
|
1.27K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
9+ 0.02% |
$1.66K - $1.9K
|
42K
$10.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
8+ 0.74% |
$1.47K - $1.69K
|
1.08K
$259K
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
8+ 0.73% |
$1.47K - $1.69K
|
1.1K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$1.47K - $1.69K
|
51.1K
$12.2M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8+ 1.09% |
$1.47K - $1.69K
|
743
$178K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 7.08% |
$1.47K - $1.69K
|
121
$29K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7+ 0.18% |
$1.29K - $1.48K
|
3.93K
$941K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.17% |
$1.1K - $1.27K
|
3.59K
$859K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6+ 0.03% |
$1.1K - $1.27K
|
19.2K
$4.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
5+ 0.16% |
$921 - $1.06K
|
3.08K
$738K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.18% |
$921 - $1.06K
|
2.86K
$684K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.16% |
$921 - $1.06K
|
3.05K
$731K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.13% |
$921 - $1.06K
|
3.94K
$942K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
5+ 0.02% |
$921 - $1.06K
|
20.4K
$4.88M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5+ 0.17% |
$921 - $1.06K
|
2.87K
$687K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.06% |
$736 - $844
|
6.2K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
4+ 0.32% |
$736 - $844
|
1.24K
$297K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.09% |
$736 - $844
|
4.5K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$736 - $844
|
2.04K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.09% |
$736 - $844
|
4.63K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4+ 0.0% |
$736 - $844
|
95.7K
$22.9M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
4+ 0.28% |
$736 - $844
|
1.41K
$337K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.13% |
$552 - $633
|
2.37K
$568K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.15% |
$552 - $633
|
2.01K
$482K
|