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 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-113- 1.2% |
$20.8K - $23.8K
|
9.33K
$2.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-114- 9.13% |
$21K - $24.1K
|
1.14K
$272K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-114- 1.15% |
$21K - $24.1K
|
9.79K
$2.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-114- 0.02% |
$21K - $24.1K
|
481K
$115M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-115- 2.29% |
$21.2K - $24.3K
|
4.9K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-115- 9.92% |
$21.2K - $24.3K
|
1.04K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-115- 0.99% |
$21.2K - $24.3K
|
11.5K
$2.75M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-118- 1.02% |
$21.7K - $24.9K
|
11.4K
$2.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-120- 2.09% |
$22.1K - $25.3K
|
5.62K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-120- 6.43% |
$22.1K - $25.3K
|
1.75K
$418K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-120- 61.54% |
$22.1K - $25.3K
|
75
$18K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-120- 1.55% |
$22.1K - $25.3K
|
7.62K
$1.82M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-120- 4.84% |
$22.1K - $25.3K
|
2.36K
$565K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-121- 4.55% |
$22.3K - $25.5K
|
2.54K
$607K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-121- 0.03% |
$22.3K - $25.5K
|
469K
$112M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-122- 2.6% |
$22.5K - $25.7K
|
4.56K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-122- 6.74% |
$22.5K - $25.7K
|
1.69K
$404K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-125- 1.87% |
$23K - $26.4K
|
6.56K
$1.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-125- 4.28% |
$23K - $26.4K
|
2.8K
$670K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-125- 4.05% |
$23K - $26.4K
|
2.96K
$708K
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-125- 7.96% |
$23K - $26.4K
|
1.45K
$346K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-125- 27.78% |
$23K - $26.4K
|
325
$77.8K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-125- 0.36% |
$23K - $26.4K
|
34.8K
$8.34M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-125- 3.83% |
$23K - $26.4K
|
3.14K
$750K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-125- 2.27% |
$23K - $26.4K
|
5.37K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-127- 3.12% |
$23.4K - $26.8K
|
3.94K
$944K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-128- 10.61% |
$23.6K - $27K
|
1.08K
$258K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-129- 13.06% |
$23.8K - $27.2K
|
859
$206K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-130- 4.67% |
$23.9K - $27.4K
|
2.66K
$636K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-131- 47.81% |
$24.1K - $27.6K
|
143
$34.2K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-131- 1.1% |
$24.1K - $27.6K
|
11.7K
$2.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-138- 10.15% |
$25.4K - $29.1K
|
1.22K
$292K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-139- 0.45% |
$25.6K - $29.3K
|
30.6K
$7.31M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-139- 11.84% |
$25.6K - $29.3K
|
1.04K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-139- 3.26% |
$25.6K - $29.3K
|
4.13K
$989K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-140- 1.33% |
$25.8K - $29.5K
|
10.4K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-142- 3.22% |
$26.1K - $30K
|
4.27K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-144- 1.17% |
$26.5K - $30.4K
|
12.2K
$2.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-146- 10.02% |
$26.9K - $30.8K
|
1.31K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-147- 0.69% |
$27.1K - $31K
|
21.1K
$5.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-150- 71.43% |
$27.6K - $31.7K
|
60
$14.4K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-150- 0.67% |
$27.6K - $31.7K
|
22.4K
$5.36M
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-150- 0.2% |
$27.6K - $31.7K
|
76.6K
$18.3M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-150- 0.49% |
$27.6K - $31.7K
|
30.4K
$7.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-153- 2.38% |
$28.2K - $32.3K
|
6.27K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-153- 2.46% |
$28.2K - $32.3K
|
6.06K
$1.45M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-153- 12.53% |
$28.2K - $32.3K
|
1.07K
$256K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-154- 9.22% |
$28.4K - $32.5K
|
1.52K
$363K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-156- 0.78% |
$28.7K - $32.9K
|
19.7K
$4.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-157- 12.01% |
$28.9K - $33.1K
|
1.15K
$275K
|