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 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-160- 4.79% |
$29.5K - $33.8K
|
3.18K
$760K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-161- 0.42% |
$29.6K - $34K
|
38.4K
$9.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-163- 3.36% |
$30K - $34.4K
|
4.69K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-164- 0.44% |
$30.2K - $34.6K
|
37.5K
$8.98M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-165- 4.37% |
$30.4K - $34.8K
|
3.61K
$864K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-168- 2.64% |
$30.9K - $35.5K
|
6.2K
$1.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-169- 3.85% |
$31.1K - $35.7K
|
4.23K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-170- 1.31% |
$31.3K - $35.9K
|
12.8K
$3.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-171- 5.4% |
$31.5K - $36.1K
|
3K
$717K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-175- 4.45% |
$32.2K - $36.9K
|
3.76K
$900K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-175- 2.55% |
$32.2K - $36.9K
|
6.69K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-175- 8.9% |
$32.2K - $36.9K
|
1.79K
$429K
|
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-176- 11.27% |
$32.4K - $37.1K
|
1.39K
$332K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-178- 1.34% |
$32.8K - $37.6K
|
13.1K
$3.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-179- 4.48% |
$33K - $37.8K
|
3.82K
$913K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-179- 0.5% |
$33K - $37.8K
|
36K
$8.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-181- 3.31% |
$33.3K - $38.2K
|
5.29K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-185- 0.45% |
$34.1K - $39K
|
40.7K
$9.75M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-185- 2.45% |
$34.1K - $39K
|
7.35K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-185- 0.8% |
$34.1K - $39K
|
23K
$5.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-186- 7.0% |
$34.2K - $39.2K
|
2.47K
$592K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-186- 7.56% |
$34.2K - $39.2K
|
2.27K
$544K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-188- 4.1% |
$34.6K - $39.7K
|
4.39K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-189- 4.55% |
$34.8K - $39.9K
|
3.97K
$949K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-189- 1.38% |
$34.8K - $39.9K
|
13.5K
$3.23M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-191- 5.06% |
$35.2K - $40.3K
|
3.58K
$857K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-194- 2.26% |
$35.7K - $40.9K
|
8.39K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-197- 6.53% |
$36.3K - $41.6K
|
2.82K
$675K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-199- 0.65% |
$36.6K - $42K
|
30.5K
$7.31M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-199- 0.78% |
$36.6K - $42K
|
25.4K
$6.07M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-200- 3.77% |
$36.8K - $42.2K
|
5.1K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 16.67% |
$36.8K - $42.2K
|
1K
$239K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-200- 8.99% |
$36.8K - $42.2K
|
2.03K
$485K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-201- 9.38% |
$37K - $42.4K
|
1.94K
$465K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-201- 1.2% |
$37K - $42.4K
|
16.6K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-202- 4.85% |
$37.2K - $42.6K
|
3.96K
$948K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-204- 10.21% |
$37.6K - $43K
|
1.79K
$429K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-206- 10.8% |
$37.9K - $43.5K
|
1.7K
$407K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-208- 10.76% |
$38.3K - $43.9K
|
1.73K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-208- 1.87% |
$38.3K - $43.9K
|
10.9K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-210- 4.64% |
$38.7K - $44.3K
|
4.31K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-211- 7.76% |
$38.8K - $44.5K
|
2.51K
$600K
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-212- 7.31% |
$39K - $44.7K
|
2.69K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-213- 1.72% |
$39.2K - $44.9K
|
12.1K
$2.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-215- 12.47% |
$39.6K - $45.4K
|
1.51K
$361K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-215- 5.57% |
$39.6K - $45.4K
|
3.65K
$873K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-216- 6.23% |
$39.8K - $45.6K
|
3.25K
$779K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-217- 1.75% |
$40K - $45.8K
|
12.2K
$2.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-218- 12.77% |
$40.1K - $46K
|
1.49K
$356K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-219- 1.37% |
$40.3K - $46.2K
|
15.7K
$3.77M
|