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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-71- 41.52% |
$13.1K - $15K
|
100
$23.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-73- 6.56% |
$13.4K - $15.4K
|
1.04K
$249K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-73- 0.21% |
$13.4K - $15.4K
|
34.6K
$8.29M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-73- 27.44% |
$13.4K - $15.4K
|
193
$46.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-74- 1.98% |
$13.6K - $15.6K
|
3.66K
$876K
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-75- 1.07% |
$13.8K - $15.8K
|
6.96K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-75- 0.36% |
$13.8K - $15.8K
|
20.7K
$4.97M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-78- 6.67% |
$14.4K - $16.5K
|
1.09K
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-78- 2.89% |
$14.4K - $16.5K
|
2.62K
$627K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-78- 3.53% |
$14.4K - $16.5K
|
2.13K
$510K
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-78- 0.6% |
$14.4K - $16.5K
|
12.9K
$3.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-79- 0.63% |
$14.5K - $16.7K
|
12.4K
$2.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-79- 4.04% |
$14.5K - $16.7K
|
1.88K
$449K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-79- 1.49% |
$14.5K - $16.7K
|
5.23K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-79- 2.66% |
$14.5K - $16.7K
|
2.89K
$691K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-80- 1.8% |
$14.7K - $16.9K
|
4.36K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-83- 0.53% |
$15.3K - $17.5K
|
15.7K
$3.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-84- 2.59% |
$15.5K - $17.7K
|
3.16K
$755K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-84- 14.0% |
$15.5K - $17.7K
|
516
$124K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-86- 0.69% |
$15.8K - $18.1K
|
12.4K
$2.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-88- 0.47% |
$16.2K - $18.6K
|
18.5K
$4.43M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-88- 0.31% |
$16.2K - $18.6K
|
27.9K
$6.67M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-88- 0.97% |
$16.2K - $18.6K
|
8.95K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-89- 78.76% |
$16.4K - $18.8K
|
24
$5.74K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-90- 78.26% |
$16.6K - $19K
|
25
$5.98K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-90- 0.47% |
$16.6K - $19K
|
19.2K
$4.59M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-90- 3.72% |
$16.6K - $19K
|
2.33K
$558K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-93- 1.25% |
$17.1K - $19.6K
|
7.34K
$1.76M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-94- 1.33% |
$17.3K - $19.8K
|
6.99K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-98- 5.11% |
$18K - $20.7K
|
1.82K
$435K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 46.51% |
$18.4K - $21.1K
|
115
$27.5K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100- 14.18% |
$18.4K - $21.1K
|
605
$145K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-100- 2.33% |
$18.4K - $21.1K
|
4.2K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-100- 2.9% |
$18.4K - $21.1K
|
3.35K
$802K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-100- 7.94% |
$18.4K - $21.1K
|
1.16K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 0.83% |
$18.4K - $21.1K
|
11.9K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 4.24% |
$18.4K - $21.1K
|
2.26K
$540K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 9.51% |
$18.4K - $21.1K
|
952
$228K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-101- 1.77% |
$18.6K - $21.3K
|
5.6K
$1.34M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-101- 1.87% |
$18.6K - $21.3K
|
5.3K
$1.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-102- 0.57% |
$18.8K - $21.5K
|
17.8K
$4.26M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-104- 7.05% |
$19.1K - $21.9K
|
1.37K
$328K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-105- 0.86% |
$19.3K - $22.2K
|
12.1K
$2.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-105- 4.2% |
$19.3K - $22.2K
|
2.39K
$573K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-105- 2.65% |
$19.3K - $22.2K
|
3.86K
$925K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-107- 6.1% |
$19.7K - $22.6K
|
1.65K
$394K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-110- 48.67% |
$20.3K - $23.2K
|
116
$27.8K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-110- 21.57% |
$20.3K - $23.2K
|
400
$95.7K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-112- 10.03% |
$20.6K - $23.6K
|
1.01K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-112- 1.61% |
$20.6K - $23.6K
|
6.82K
$1.63M
|