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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-885- 6.84% |
$163K - $187K
|
12.1K
$2.89M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-892- 3.44% |
$164K - $188K
|
25.1K
$6M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-913- 3.4% |
$168K - $193K
|
26K
$6.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-915- 13.02% |
$168K - $193K
|
6.11K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-935- 19.28% |
$172K - $197K
|
3.92K
$937K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-946- 49.55% |
$174K - $200K
|
963
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-951- 1.56% |
$175K - $201K
|
60.2K
$14.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-956- 6.04% |
$176K - $202K
|
14.9K
$3.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-974- 12.93% |
$179K - $206K
|
6.56K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-983- 32.72% |
$181K - $207K
|
2.02K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-998- 2.5% |
$184K - $211K
|
39K
$9.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1K- 49.26% |
$184K - $211K
|
1.03K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1K- 25.42% |
$184K - $211K
|
2.93K
$702K
|
|
|
Apr 15, 2024
Q1 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-1.01K- 1.34% |
$185K - $212K
|
74.2K
$17.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1.02K- 2.46% |
$188K - $216K
|
40.5K
$9.7M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 1.21% |
$191K - $219K
|
84.8K
$20.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.05K- 3.57% |
$192K - $221K
|
28.2K
$6.76M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.05K- 33.24% |
$194K - $222K
|
2.11K
$506K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.06K- 7.72% |
$195K - $224K
|
12.7K
$3.04M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.09K- 6.43% |
$201K - $230K
|
15.9K
$3.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.1K- 6.16% |
$203K - $232K
|
16.8K
$4.01M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.11K- 25.78% |
$205K - $235K
|
3.2K
$766K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.12K- 1.5% |
$205K - $235K
|
73.4K
$17.6M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.12K- 4.8% |
$205K - $235K
|
22.2K
$5.3M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.12K- 46.53% |
$206K - $236K
|
1.29K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.13K- 1.42% |
$207K - $238K
|
78.4K
$18.8M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.14K- 1.1% |
$210K - $241K
|
102K
$24.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 25.38% |
$212K - $243K
|
3.38K
$810K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.19K- 14.77% |
$220K - $252K
|
6.89K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.21K- 15.15% |
$223K - $256K
|
6.78K
$1.62M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.21K- 1.63% |
$224K - $256K
|
73.2K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-1.22K- 0.54% |
$224K - $257K
|
223K
$53.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.22K- 4.28% |
$225K - $257K
|
27.3K
$6.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.22K- 9.72% |
$225K - $257K
|
11.3K
$2.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.24K- 9.85% |
$228K - $262K
|
11.4K
$2.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.24K- 2.15% |
$229K - $262K
|
56.4K
$13.5M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.24K- 0.19% |
$229K - $262K
|
658K
$157M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
SELL
|
- |
-1.25K- 4.8% |
$229K - $263K
|
24.7K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.25K- 10.66% |
$231K - $264K
|
10.5K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.27K- 2.47% |
$234K - $268K
|
50.1K
$12M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.28K- 6.84% |
$235K - $269K
|
17.4K
$4.16M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.29K- 1.28% |
$238K - $273K
|
99.6K
$23.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.3K- 42.62% |
$239K - $274K
|
1.75K
$418K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.3K- 24.57% |
$239K - $274K
|
3.98K
$953K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.3K- 8.88% |
$240K - $275K
|
13.4K
$3.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.32K- 9.92% |
$243K - $279K
|
12K
$2.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.34K- 5.16% |
$246K - $282K
|
24.6K
$5.88M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.34K- 5.58% |
$246K - $282K
|
22.6K
$5.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.41K- 4.11% |
$260K - $298K
|
32.9K
$7.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.43K- 12.85% |
$264K - $302K
|
9.72K
$2.33M
|