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 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.58K- 23.1% |
$476K - $545K
|
8.6K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.66K- 3.33% |
$490K - $562K
|
77.2K
$18.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.67K- 26.96% |
$492K - $564K
|
7.25K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.69K- 2.65% |
$496K - $568K
|
99.1K
$23.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 0.36% |
$497K - $570K
|
740K
$175M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-2.71K- 23.85% |
$499K - $572K
|
8.65K
$2.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.71K- 26.54% |
$499K - $572K
|
7.51K
$1.78M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.72K- 65.68% |
$501K - $575K
|
1.42K
$337K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.76K- 25.33% |
$509K - $583K
|
8.14K
$1.93M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.76K- 6.03% |
$509K - $583K
|
43.1K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.79K- 5.52% |
$513K - $588K
|
47.7K
$11.3M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2.8K- 6.82% |
$516K - $591K
|
38.3K
$9.06M
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-2.81K- 5.93% |
$518K - $594K
|
44.6K
$10.6M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.84K- 2.62% |
$522K - $598K
|
106K
$25M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-2.84K- 15.15% |
$522K - $599K
|
15.9K
$3.76M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.85K- 1.67% |
$524K - $601K
|
167K
$39.6M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.91K- 99.35% |
$535K - $613K
|
19
$4.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.92K- 70.7% |
$537K - $616K
|
1.21K
$287K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.94K- 5.33% |
$542K - $621K
|
52.3K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.97K- 11.07% |
$547K - $627K
|
23.9K
$5.65M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.99K- 37.82% |
$551K - $632K
|
4.92K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-3K- 12.29% |
$552K - $633K
|
21.4K
$5.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.04K- 14.09% |
$560K - $641K
|
18.5K
$4.39M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.05K- 51.1% |
$562K - $644K
|
2.92K
$692K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-3.07K- 20.08% |
$566K - $648K
|
12.2K
$2.9M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.08K- 17.73% |
$567K - $650K
|
14.3K
$3.38M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.09K- 5.67% |
$568K - $651K
|
51.3K
$12.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.13K- 56.37% |
$577K - $661K
|
2.42K
$574K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-3.16K- 4.91% |
$582K - $667K
|
61.3K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.18K- 41.77% |
$586K - $671K
|
4.43K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.23K- 14.13% |
$594K - $681K
|
19.6K
$4.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.26K- 3.09% |
$599K - $687K
|
102K
$24.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3.37K- 8.94% |
$620K - $710K
|
34.3K
$8.12M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.5K- 32.73% |
$644K - $738K
|
7.19K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.56K- 13.87% |
$655K - $751K
|
22.1K
$5.23M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.58K- 1.92% |
$659K - $755K
|
183K
$43.3M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.59K- 35.23% |
$661K - $758K
|
6.6K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.61K- 10.82% |
$664K - $761K
|
29.7K
$7.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-3.67K- 84.57% |
$675K - $774K
|
669
$158K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.74K- 23.82% |
$688K - $788K
|
11.9K
$2.83M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.75K- 6.24% |
$691K - $792K
|
56.3K
$13.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-3.82K- 53.13% |
$703K - $805K
|
3.37K
$797K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.88K- 34.59% |
$714K - $819K
|
7.34K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.91K- 14.9% |
$719K - $824K
|
22.3K
$5.28M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.94K- 10.25% |
$726K - $832K
|
34.5K
$8.18M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.1K- 50.1% |
$755K - $865K
|
4.08K
$967K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-4.18K- 33.04% |
$770K - $882K
|
8.47K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-4.2K- 13.4% |
$774K - $887K
|
27.2K
$6.43M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-4.23K- 28.44% |
$779K - $893K
|
10.6K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.28K- 45.34% |
$788K - $903K
|
5.16K
$1.22M
|