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 |
---|---|---|---|---|---|---|---|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
40.1KNew |
$7.39M - $8.47M
|
40.1K
$9.47M
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
39.4KNew |
$7.26M - $8.32M
|
39.4K
$9.31M
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
39.4K+ 18.07% |
$7.25M - $8.31M
|
257K
$60.7M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
37.8K+ 918.97% |
$6.97M - $7.99M
|
42K
$9.9M
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
35.3K+ 22.8% |
$6.5M - $7.45M
|
190K
$44.9M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
34.4K+ 84.71% |
$6.33M - $7.25M
|
74.9K
$17.7M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
34.3K+ 9.39% |
$6.32M - $7.25M
|
400K
$94.4M
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
33.7K+ 44.55% |
$6.2M - $7.11M
|
109K
$25.8M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.4K+ 559.95% |
$6.16M - $7.06M
|
39.4K
$9.3M
|
|
Apr 10, 2024
Q1 2024
|
Polianta LTD
|
BUY
|
- |
32.5KNew |
$5.98M - $6.86M
|
32.5K
$7.67M
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
32.5KNew |
$5.98M - $6.86M
|
32.5K
$7.67M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
31.9K+ 75.79% |
$5.87M - $6.73M
|
74K
$17.5M
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
31.2KNew |
$5.74M - $6.58M
|
31.2K
$7.36M
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
29.4K+ 50.24% |
$5.41M - $6.2M
|
87.8K
$20.7M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.3K+ 11.35% |
$5.39M - $6.18M
|
287K
$67.8M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.5KNew |
$5.25M - $6.02M
|
28.5K
$6.73M
|
|
May 14, 2024
Q1 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.4K+ 3.45% |
$5.23M - $5.99M
|
852K
$201M
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
26.2K+ 40.67% |
$4.82M - $5.52M
|
90.5K
$21.4M
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
25.5K+ 1512.45% |
$4.7M - $5.38M
|
27.2K
$6.42M
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
25.5K+ 2167.89% |
$4.69M - $5.37M
|
26.6K
$6.28M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.3K+ 65.63% |
$4.66M - $5.34M
|
63.8K
$15.1M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25.2K+ 369.98% |
$4.65M - $5.32M
|
32K
$7.56M
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
25.2KNew |
$4.64M - $5.31M
|
25.2K
$5.94M
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
24.9K+ 13.99% |
$4.58M - $5.25M
|
203K
$47.8M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.5K+ 9.11% |
$4.51M - $5.17M
|
293K
$69.1M
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
24.2KNew |
$4.45M - $5.1M
|
24.2K
$5.7M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
23.8K+ 86.04% |
$4.38M - $5.02M
|
51.4K
$12.1M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
23.7K+ 862.62% |
$4.37M - $5.01M
|
26.5K
$6.25M
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
23.3K+ 34.48% |
$4.29M - $4.92M
|
90.9K
$21.4M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
22.4KNew |
$4.13M - $4.73M
|
22.4K
$5.29M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.2K+ 15.24% |
$4.08M - $4.68M
|
168K
$39.5M
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
21.3K+ 7.92% |
$3.93M - $4.5M
|
291K
$68.6M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.3K+ 59.3% |
$3.93M - $4.5M
|
57.3K
$13.5M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
20.5K+ 4.71% |
$3.77M - $4.32M
|
455K
$107M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20.1K+ 2353.69% |
$3.7M - $4.24M
|
20.9K
$4.94M
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
18KNew |
$3.31M - $3.79M
|
18K
$4.24M
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
17.9K+ 1.12% |
$3.3M - $3.78M
|
1.61M
$380M
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
17.8KNew |
$3.28M - $3.76M
|
17.8K
$4.21M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.1K+ 21.5% |
$3.15M - $3.61M
|
96.8K
$22.8M
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.8KNew |
$3.09M - $3.54M
|
16.8K
$3.96M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
16.6K+ 20.36% |
$3.06M - $3.51M
|
98.3K
$23.2M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.4K+ 2.01% |
$3.02M - $3.46M
|
831K
$196M
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
16.1K+ 15.78% |
$2.96M - $3.39M
|
118K
$27.8M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.3K+ 42.24% |
$2.81M - $3.22M
|
51.4K
$12.1M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.3K+ 7.67% |
$2.63M - $3.02M
|
201K
$47.4M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.1KNew |
$2.6M - $2.98M
|
14.1K
$3.34M
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
14KNew |
$2.58M - $2.95M
|
14K
$3.3M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
13.9KNew |
$2.56M - $2.93M
|
13.9K
$3.28M
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
13.6KNew |
$2.5M - $2.87M
|
13.6K
$3.21M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 6.7% |
$2.41M - $2.77M
|
209K
$49.2M
|