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 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-32- 1.65% |
$5.89K - $6.75K
|
1.91K
$457K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-34- 4.07% |
$6.26K - $7.17K
|
802
$192K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-34- 0.05% |
$6.26K - $7.17K
|
69.8K
$16.7M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-35- 1.58% |
$6.44K - $7.39K
|
2.18K
$521K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-35- 0.25% |
$6.44K - $7.39K
|
13.7K
$3.29M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-35- 4.65% |
$6.44K - $7.39K
|
717
$172K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-37- 0.11% |
$6.81K - $7.81K
|
34.9K
$8.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-38- 0.77% |
$7K - $8.02K
|
4.89K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-38- 3.34% |
$7K - $8.02K
|
1.1K
$263K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-39- 2.98% |
$7.18K - $8.23K
|
1.27K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-39- 0.76% |
$7.18K - $8.23K
|
5.08K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-40- 0.34% |
$7.36K - $8.44K
|
11.9K
$2.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-40- 2.53% |
$7.36K - $8.44K
|
1.54K
$369K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-42- 1.02% |
$7.73K - $8.86K
|
4.09K
$978K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-44- 1.09% |
$8.1K - $9.28K
|
3.98K
$951K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-44- 1.5% |
$8.1K - $9.28K
|
2.9K
$694K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-44- 9.57% |
$8.1K - $9.28K
|
416
$99.6K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-45- 0.84% |
$8.29K - $9.5K
|
5.32K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-47- 2.06% |
$8.65K - $9.92K
|
2.23K
$535K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-48- 0.57% |
$8.84K - $10.1K
|
8.34K
$2M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-48- 0.93% |
$8.84K - $10.1K
|
5.09K
$1.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-49- 2.25% |
$9.02K - $10.3K
|
2.13K
$511K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-49- 0.23% |
$9.02K - $10.3K
|
21K
$5.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-49- 2.25% |
$9.02K - $10.3K
|
2.13K
$509K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-50- 5.0% |
$9.21K - $10.6K
|
950
$227K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-50- 2.86% |
$9.21K - $10.6K
|
1.7K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-50- 0.24% |
$9.21K - $10.6K
|
20.6K
$4.94M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-50- 3.87% |
$9.21K - $10.6K
|
1.24K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 0.98% |
$9.21K - $10.6K
|
5.07K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-51- 11.41% |
$9.39K - $10.8K
|
396
$94.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-55- 1.7% |
$10.1K - $11.6K
|
3.18K
$762K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-55- 2.72% |
$10.1K - $11.6K
|
1.97K
$471K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-56- 1.19% |
$10.3K - $11.8K
|
4.64K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-57- 2.22% |
$10.5K - $12K
|
2.51K
$602K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-57- 4.47% |
$10.5K - $12K
|
1.22K
$291K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-59- 3.0% |
$10.9K - $12.5K
|
1.91K
$456K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-59- 13.98% |
$10.9K - $12.5K
|
363
$86.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-60- 4.7% |
$11K - $12.7K
|
1.22K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-61- 2.6% |
$11.2K - $12.9K
|
2.28K
$546K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-62- 3.28% |
$11.4K - $13.1K
|
1.83K
$438K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-63- 3.31% |
$11.6K - $13.3K
|
1.84K
$440K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-64- 1.13% |
$11.8K - $13.5K
|
5.58K
$1.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-65- 50.0% |
$12K - $13.7K
|
65
$15.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-65- 8.62% |
$12K - $13.7K
|
689
$165K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-68- 4.69% |
$12.5K - $14.3K
|
1.38K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-68- 3.92% |
$12.5K - $14.3K
|
1.67K
$399K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-69- 6.14% |
$12.7K - $14.6K
|
1.05K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-70- 6.47% |
$12.9K - $14.8K
|
1.01K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-70- 5.18% |
$12.9K - $14.8K
|
1.28K
$307K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-71- 0.5% |
$13.1K - $15K
|
14.2K
$3.39M
|