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 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-685- 5.22% |
$126K - $145K
|
12.4K
$2.87M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-699- 3.74% |
$129K - $148K
|
18K
$4.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-705- 3.41% |
$130K - $149K
|
20K
$4.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-730- 10.69% |
$134K - $154K
|
6.1K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-751- 1.77% |
$138K - $158K
|
41.6K
$9.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-757- 27.55% |
$139K - $160K
|
1.99K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-760- 0.23% |
$140K - $160K
|
334K
$77M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-781- 8.24% |
$144K - $165K
|
8.7K
$2.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-790- 7.02% |
$145K - $167K
|
10.5K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-790- 9.16% |
$145K - $167K
|
7.84K
$1.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-804- 33.29% |
$148K - $170K
|
1.61K
$372K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-814- 3.99% |
$150K - $172K
|
19.6K
$4.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-843- 1.63% |
$155K - $178K
|
50.8K
$11.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-843- 43.16% |
$155K - $178K
|
1.11K
$256K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-844- 4.06% |
$155K - $178K
|
19.9K
$4.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-860- 10.36% |
$158K - $181K
|
7.44K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-862- 34.34% |
$159K - $182K
|
1.65K
$381K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-864- 12.72% |
$159K - $182K
|
5.93K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-884- 17.39% |
$163K - $187K
|
4.2K
$970K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-885- 6.84% |
$163K - $187K
|
12.1K
$2.78M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-892- 3.44% |
$164K - $188K
|
25.1K
$5.79M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-911- 3.15% |
$168K - $192K
|
28K
$6.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-913- 3.4% |
$168K - $193K
|
26K
$6M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-915- 13.02% |
$168K - $193K
|
6.11K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-935- 19.28% |
$172K - $197K
|
3.92K
$904K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-946- 49.55% |
$174K - $200K
|
963
$222K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-951- 1.56% |
$175K - $201K
|
60.2K
$13.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-956- 6.04% |
$176K - $202K
|
14.9K
$3.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-974- 12.93% |
$179K - $206K
|
6.56K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-983- 32.72% |
$181K - $207K
|
2.02K
$467K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-998- 2.5% |
$184K - $211K
|
39K
$9M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-1K- 49.26% |
$184K - $211K
|
1.03K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1K- 25.42% |
$184K - $211K
|
2.93K
$677K
|
|
|
Apr 15, 2024
Q1 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-1.01K- 1.34% |
$185K - $212K
|
74.2K
$17.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-1.02K- 2.46% |
$188K - $216K
|
40.5K
$9.36M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 1.21% |
$191K - $219K
|
84.8K
$19.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.05K- 3.57% |
$192K - $221K
|
28.2K
$6.52M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.05K- 33.24% |
$194K - $222K
|
2.11K
$488K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.06K- 7.72% |
$195K - $224K
|
12.7K
$2.93M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.09K- 6.43% |
$201K - $230K
|
15.9K
$3.67M
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.1K- 3.06% |
$202K - $232K
|
34.8K
$8.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.1K- 6.16% |
$203K - $232K
|
16.8K
$3.87M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.11K- 25.78% |
$205K - $235K
|
3.2K
$739K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.12K- 1.5% |
$205K - $235K
|
73.4K
$16.9M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.12K- 4.8% |
$205K - $235K
|
22.2K
$5.12M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.12K- 46.53% |
$206K - $236K
|
1.29K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.13K- 1.42% |
$207K - $238K
|
78.4K
$18.1M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.14K- 1.1% |
$210K - $241K
|
102K
$23.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.15K- 25.38% |
$212K - $243K
|
3.38K
$781K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.19K- 14.77% |
$220K - $252K
|
6.89K
$1.59M
|