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
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-220- 5.97% |
$40.5K - $46.4K
|
3.46K
$829K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-222- 3.33% |
$40.9K - $46.8K
|
6.44K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-227- 2.54% |
$41.8K - $47.9K
|
8.7K
$2.08M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-227- 13.37% |
$41.8K - $47.9K
|
1.47K
$352K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-228- 0.87% |
$42K - $48.1K
|
25.9K
$6.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-230- 80.42% |
$42.3K - $48.5K
|
56
$13.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-231- 2.63% |
$42.5K - $48.7K
|
8.55K
$2.05M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-236- 2.75% |
$43.5K - $49.8K
|
8.34K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-240- 4.99% |
$44.2K - $50.6K
|
4.57K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-240- 3.1% |
$44.2K - $50.6K
|
7.5K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-240- 16.87% |
$44.2K - $50.6K
|
1.18K
$283K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-241- 0.36% |
$44.4K - $50.9K
|
67.5K
$16.2M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-242- 7.29% |
$44.6K - $51.1K
|
3.08K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-243- 1.47% |
$44.7K - $51.3K
|
16.3K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-244- 4.51% |
$44.9K - $51.5K
|
5.16K
$1.24M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-244- 3.58% |
$44.9K - $51.5K
|
6.57K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-248- 17.31% |
$45.7K - $52.3K
|
1.19K
$284K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-250- 5.83% |
$46K - $52.8K
|
4.04K
$967K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-251- 6.93% |
$46.2K - $53K
|
3.37K
$807K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-251- 6.41% |
$46.2K - $53K
|
3.66K
$877K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-256- 5.79% |
$47.1K - $54K
|
4.17K
$998K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-259- 20.57% |
$47.7K - $54.7K
|
1K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-260- 10.77% |
$47.9K - $54.9K
|
2.16K
$516K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-263- 4.07% |
$48.4K - $55.5K
|
6.2K
$1.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-266- 0.94% |
$49K - $56.1K
|
27.9K
$6.69M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-266- 13.85% |
$49K - $56.1K
|
1.65K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-266- 1.25% |
$49K - $56.1K
|
21.1K
$5.04M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-269- 0.17% |
$49.5K - $56.8K
|
162K
$38.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-270- 18.18% |
$49.7K - $57K
|
1.22K
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-270- 16.65% |
$49.7K - $57K
|
1.35K
$324K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-271- 71.5% |
$49.9K - $57.2K
|
108
$25.9K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-272- 0.97% |
$50.1K - $57.4K
|
27.9K
$6.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-275- 21.65% |
$50.6K - $58K
|
995
$238K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-275- 11.08% |
$50.6K - $58K
|
2.21K
$529K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-278- 10.08% |
$51.2K - $58.7K
|
2.48K
$594K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-285- 2.98% |
$52.5K - $60.1K
|
9.29K
$2.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-287- 2.68% |
$52.8K - $60.6K
|
10.4K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-289- 23.84% |
$53.2K - $61K
|
923
$221K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-297- 5.35% |
$54.7K - $62.7K
|
5.25K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-300- 15.81% |
$55.2K - $63.3K
|
1.6K
$382K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-302- 8.18% |
$55.6K - $63.7K
|
3.39K
$811K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-305- 23.63% |
$56.2K - $64.4K
|
986
$236K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-305- 0.8% |
$56.2K - $64.4K
|
37.6K
$9M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-308- 6.31% |
$56.7K - $65K
|
4.57K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-311- 21.29% |
$57.3K - $65.6K
|
1.15K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-312- 8.6% |
$57.4K - $65.8K
|
3.32K
$794K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-315- 9.8% |
$58K - $66.5K
|
2.9K
$694K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-316- 0.96% |
$58.2K - $66.7K
|
32.6K
$7.8M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-320- 10.79% |
$58.9K - $67.5K
|
2.65K
$633K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-324- 2.23% |
$59.7K - $68.4K
|
14.2K
$3.39M
|