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 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-500- 19.56% |
$92.1K - $106K
|
2.06K
$492K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-500- 3.85% |
$92.1K - $106K
|
12.5K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-500- 8.3% |
$92.1K - $106K
|
5.53K
$1.32M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 1.79% |
$92.1K - $106K
|
27.5K
$6.58M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-501- 15.96% |
$92.2K - $106K
|
2.64K
$632K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-507- 6.68% |
$93.3K - $107K
|
7.09K
$1.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-511- 33.82% |
$94.1K - $108K
|
1K
$239K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-512- 7.11% |
$94.3K - $108K
|
6.69K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-513- 2.74% |
$94.5K - $108K
|
18.2K
$4.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-531- 28.3% |
$97.8K - $112K
|
1.35K
$322K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-532- 10.15% |
$98K - $112K
|
4.71K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-534- 7.58% |
$98.3K - $113K
|
6.51K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-536- 2.26% |
$98.7K - $113K
|
23.2K
$5.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-555- 4.01% |
$102K - $117K
|
13.3K
$3.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-560- 3.6% |
$103K - $118K
|
15K
$3.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-570- 2.14% |
$105K - $120K
|
26.1K
$6.25M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-573- 36.75% |
$106K - $121K
|
986
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-579- 0.61% |
$107K - $122K
|
94K
$22.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-587- 25.63% |
$108K - $124K
|
1.7K
$408K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-595- 2.2% |
$110K - $126K
|
26.5K
$6.34M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-600- 16.12% |
$110K - $127K
|
3.12K
$747K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-604- 14.56% |
$111K - $127K
|
3.54K
$848K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-610- 11.41% |
$112K - $129K
|
4.74K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-611- 6.67% |
$112K - $129K
|
8.56K
$2.05M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-616- 22.13% |
$113K - $130K
|
2.17K
$519K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-617- 1.65% |
$114K - $130K
|
36.8K
$8.82M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-629- 6.77% |
$116K - $133K
|
8.67K
$2.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-635Closed |
$117K - $134K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-640- 4.38% |
$118K - $135K
|
14K
$3.34M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-643- 12.68% |
$118K - $136K
|
4.43K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-657- 4.51% |
$121K - $139K
|
13.9K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-685- 5.22% |
$126K - $145K
|
12.4K
$2.98M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-699- 3.74% |
$129K - $148K
|
18K
$4.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-705- 3.41% |
$130K - $149K
|
20K
$4.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-730- 10.69% |
$134K - $154K
|
6.1K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-751- 1.77% |
$138K - $158K
|
41.6K
$9.95M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-757- 27.55% |
$139K - $160K
|
1.99K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-760- 0.23% |
$140K - $160K
|
334K
$79.9M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-781- 8.24% |
$144K - $165K
|
8.7K
$2.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-790- 7.02% |
$145K - $167K
|
10.5K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-790- 9.16% |
$145K - $167K
|
7.84K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-804- 33.29% |
$148K - $170K
|
1.61K
$386K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-814- 3.99% |
$150K - $172K
|
19.6K
$4.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-843- 1.63% |
$155K - $178K
|
50.8K
$12.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-843- 43.16% |
$155K - $178K
|
1.11K
$266K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-844- 4.06% |
$155K - $178K
|
19.9K
$4.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-860- 10.36% |
$158K - $181K
|
7.44K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-862- 34.34% |
$159K - $182K
|
1.65K
$394K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-864- 12.72% |
$159K - $182K
|
5.93K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-884- 17.39% |
$163K - $187K
|
4.2K
$1.01M
|