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 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.29K- 6.63% |
$790K - $906K
|
60.4K
$14.3M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.42K- 2.15% |
$813K - $932K
|
201K
$47.7M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.45K- 71.49% |
$820K - $940K
|
1.78K
$421K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-4.54K- 37.62% |
$836K - $958K
|
7.52K
$1.78M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.57K- 19.11% |
$841K - $964K
|
19.3K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4.7K- 61.04% |
$865K - $992K
|
3K
$710K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.79K- 47.09% |
$881K - $1.01M
|
5.38K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.91K- 17.84% |
$904K - $1.04M
|
22.6K
$5.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-5.04K- 7.56% |
$928K - $1.06M
|
61.7K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-5.08K- 4.15% |
$936K - $1.07M
|
117K
$27.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-5.09K- 8.18% |
$937K - $1.07M
|
57.1K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.1K- 81.15% |
$940K - $1.08M
|
1.19K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-5.23K- 3.41% |
$962K - $1.1M
|
148K
$35M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.26K- 3.95% |
$968K - $1.11M
|
128K
$30.3M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.32K- 34.41% |
$980K - $1.12M
|
10.1K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-5.36K- 75.48% |
$987K - $1.13M
|
1.74K
$412K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-5.47K- 28.8% |
$1.01M - $1.15M
|
13.5K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.57K- 11.23% |
$1.03M - $1.18M
|
44.1K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-5.6K- 52.72% |
$1.03M - $1.18M
|
5.03K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-5.63K- 67.96% |
$1.04M - $1.19M
|
2.65K
$628K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.83K- 4.32% |
$1.07M - $1.23M
|
129K
$30.6M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-5.92K- 4.6% |
$1.09M - $1.25M
|
123K
$29.1M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.96K- 67.72% |
$1.1M - $1.26M
|
2.84K
$673K
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-6K- 8.76% |
$1.11M - $1.27M
|
62.5K
$14.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.05K- 24.54% |
$1.11M - $1.28M
|
18.6K
$4.41M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.1K- 38.41% |
$1.12M - $1.29M
|
9.77K
$2.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.12K- 5.38% |
$1.13M - $1.29M
|
108K
$25.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-6.16K- 8.62% |
$1.13M - $1.3M
|
65.3K
$15.5M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-6.21K- 45.72% |
$1.14M - $1.31M
|
7.37K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6.26K- 21.13% |
$1.15M - $1.32M
|
23.4K
$5.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-6.31K- 3.77% |
$1.16M - $1.33M
|
161K
$38.2M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.36K- 50.85% |
$1.17M - $1.34M
|
6.15K
$1.46M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.36K- 8.35% |
$1.17M - $1.34M
|
69.8K
$16.5M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-6.56K- 14.95% |
$1.21M - $1.38M
|
37.3K
$8.84M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.88K- 37.12% |
$1.27M - $1.45M
|
11.7K
$2.76M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.05K- 41.28% |
$1.3M - $1.49M
|
10K
$2.38M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.08K- 0.51% |
$1.3M - $1.49M
|
1.38M
$326M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.09K- 67.19% |
$1.31M - $1.5M
|
3.46K
$820K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-7.16K- 10.54% |
$1.32M - $1.51M
|
60.8K
$14.4M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-7.16K- 5.48% |
$1.32M - $1.51M
|
123K
$29.2M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.17K- 1.87% |
$1.32M - $1.51M
|
375K
$88.9M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.39K- 17.36% |
$1.36M - $1.56M
|
35.2K
$8.33M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-7.44K- 13.73% |
$1.37M - $1.57M
|
46.8K
$11.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-7.54K- 27.68% |
$1.39M - $1.59M
|
19.7K
$4.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-7.77K- 77.65% |
$1.43M - $1.64M
|
2.24K
$529K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.87K- 39.12% |
$1.45M - $1.66M
|
12.2K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.91K- 78.34% |
$1.46M - $1.67M
|
2.19K
$518K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8.11K- 15.23% |
$1.49M - $1.71M
|
45.1K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-8.22K- 4.62% |
$1.51M - $1.73M
|
170K
$40.2M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-8.42K- 25.95% |
$1.55M - $1.78M
|
24K
$5.69M
|