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 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-6- 0.69% |
$1.1K - $1.27K
|
863
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-8- 0.72% |
$1.47K - $1.69K
|
1.11K
$265K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-9- 0.44% |
$1.66K - $1.9K
|
2.02K
$484K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-10- 0.21% |
$1.84K - $2.11K
|
4.82K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-10- 0.11% |
$1.84K - $2.11K
|
8.9K
$2.13M
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-10- 0.03% |
$1.84K - $2.11K
|
31.7K
$7.6M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-10- 0.05% |
$1.84K - $2.11K
|
18.3K
$4.39M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-10- 0.79% |
$1.84K - $2.11K
|
1.26K
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-11- 0.67% |
$2.03K - $2.32K
|
1.64K
$393K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-12- 0.83% |
$2.21K - $2.53K
|
1.43K
$342K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-12- 0.34% |
$2.21K - $2.53K
|
3.55K
$849K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-12- 0.36% |
$2.21K - $2.53K
|
3.28K
$786K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-14- 0.5% |
$2.58K - $2.95K
|
2.77K
$663K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-14- 2.28% |
$2.58K - $2.95K
|
601
$144K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-15- 0.28% |
$2.76K - $3.17K
|
5.37K
$1.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 1.17% |
$2.76K - $3.17K
|
1.27K
$304K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-15- 0.08% |
$2.76K - $3.17K
|
18.1K
$4.32M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-15- 1.63% |
$2.76K - $3.17K
|
904
$216K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-16- 5.65% |
$2.95K - $3.38K
|
267
$63.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-17- 1.17% |
$3.13K - $3.59K
|
1.44K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-18- 4.16% |
$3.31K - $3.8K
|
415
$99.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-20- 11.9% |
$3.68K - $4.22K
|
148
$35.4K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-20- 0.23% |
$3.68K - $4.22K
|
8.71K
$2.09M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-20- 1.04% |
$3.68K - $4.22K
|
1.91K
$457K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-20- 0.36% |
$3.68K - $4.22K
|
5.51K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-20- 0.25% |
$3.68K - $4.22K
|
7.93K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-21- 0.78% |
$3.87K - $4.43K
|
2.66K
$636K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-23- 0.36% |
$4.23K - $4.85K
|
6.32K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23- 0.62% |
$4.23K - $4.85K
|
3.69K
$883K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-24- 0.72% |
$4.42K - $5.06K
|
3.3K
$789K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-24- 0.35% |
$4.42K - $5.06K
|
6.83K
$1.63M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-25- 0.24% |
$4.6K - $5.28K
|
10.2K
$2.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-25- 2.78% |
$4.6K - $5.28K
|
875
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.54% |
$4.6K - $5.28K
|
4.6K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-25- 0.85% |
$4.6K - $5.28K
|
2.9K
$695K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-25- 0.51% |
$4.6K - $5.28K
|
4.83K
$1.16M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-25- 4.92% |
$4.6K - $5.28K
|
483
$116K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-27- 2.02% |
$4.97K - $5.7K
|
1.31K
$313K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-27- 1.53% |
$4.97K - $5.7K
|
1.74K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-27- 1.93% |
$4.97K - $5.7K
|
1.38K
$329K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-28- 0.07% |
$5.16K - $5.91K
|
38K
$9.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-29- 2.69% |
$5.34K - $6.12K
|
1.05K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-29- 12.08% |
$5.34K - $6.12K
|
211
$50.5K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-29- 2.04% |
$5.34K - $6.12K
|
1.39K
$333K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-30- 12.15% |
$5.52K - $6.33K
|
217
$51.9K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-30- 0.42% |
$5.52K - $6.33K
|
7.16K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-30- 0.49% |
$5.52K - $6.33K
|
6.06K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-31- 15.27% |
$5.71K - $6.54K
|
172
$41.2K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-31- 2.74% |
$5.71K - $6.54K
|
1.1K
$263K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-32- 1.43% |
$5.89K - $6.75K
|
2.2K
$527K
|