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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-15.6K- 73.5% |
$2.87M - $3.29M
|
5.62K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 26.61% |
$2.96M - $3.4M
|
44.4K
$9.7M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-16.4K- 86.64% |
$3.02M - $3.46M
|
2.53K
$552K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-16.5K- 43.92% |
$3.03M - $3.48M
|
21K
$4.59M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17.4K- 34.94% |
$3.21M - $3.68M
|
32.5K
$7.09M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-17.8K- 10.91% |
$3.27M - $3.75M
|
145K
$31.7M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-17.9K- 7.67% |
$3.29M - $3.77M
|
215K
$47M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18.1K- 80.26% |
$3.33M - $3.81M
|
4.44K
$970K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-18.8K- 12.69% |
$3.46M - $3.97M
|
129K
$28.2M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-19.5K- 32.61% |
$3.58M - $4.11M
|
40.2K
$8.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.8K- 2.27% |
$3.64M - $4.17M
|
852K
$186M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-20.4K- 42.57% |
$3.76M - $4.31M
|
27.5K
$6.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-20.6K- 17.87% |
$3.79M - $4.34M
|
94.6K
$20.6M
|
|
|
May 01, 2024
Q1 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-21.6K- 25.59% |
$3.97M - $4.55M
|
62.7K
$13.7M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-23.5K- 3.25% |
$4.33M - $4.97M
|
702K
$153M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-25.1K- 49.13% |
$4.62M - $5.3M
|
26K
$5.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-26.1K- 9.7% |
$4.8M - $5.51M
|
243K
$53M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-27.6K- 35.35% |
$5.09M - $5.83M
|
50.5K
$11M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-29K- 87.78% |
$5.34M - $6.12M
|
4.04K
$881K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-29.1K- 85.79% |
$5.36M - $6.15M
|
4.82K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-29.9K- 88.73% |
$5.5M - $6.3M
|
3.79K
$828K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-29.9K- 37.49% |
$5.51M - $6.31M
|
49.9K
$10.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.4K- 5.11% |
$5.97M - $6.84M
|
602K
$131M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-32.6K- 10.67% |
$6.01M - $6.89M
|
273K
$59.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-33.1K- 16.17% |
$6.1M - $6.99M
|
172K
$37.5M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-34.8K- 2.78% |
$6.41M - $7.35M
|
1.22M
$266M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-37.2K- 25.18% |
$6.85M - $7.85M
|
111K
$24.1M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-37.8K- 35.09% |
$6.97M - $7.98M
|
70K
$15.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-41.5K- 51.87% |
$7.64M - $8.76M
|
38.5K
$8.41M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-43.3K- 6.03% |
$7.97M - $9.13M
|
675K
$147M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-43.6K- 80.89% |
$8.02M - $9.19M
|
10.3K
$2.25M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-44.1K- 17.97% |
$8.12M - $9.31M
|
201K
$44M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-44.4KClosed |
$8.18M - $9.37M
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-45.5K- 24.73% |
$8.38M - $9.6M
|
139K
$30.2M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-49.7K- 68.67% |
$9.14M - $10.5M
|
22.7K
$4.95M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-51.8K- 64.81% |
$9.54M - $10.9M
|
28.1K
$6.14M
|
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-53.2K- 6.15% |
$9.79M - $11.2M
|
811K
$177M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-53.5K- 54.07% |
$9.84M - $11.3M
|
45.4K
$9.91M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62.3K- 0.58% |
$11.5M - $13.1M
|
10.6M
$2.32B
|
|
|
May 01, 2024
Q1 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-62.4K- 26.15% |
$11.5M - $13.2M
|
176K
$38.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-63K- 32.06% |
$11.6M - $13.3M
|
133K
$29.1M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-65.2K- 40.84% |
$12M - $13.7M
|
94.4K
$20.6M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-66.3K- 58.58% |
$12.2M - $14M
|
46.9K
$10.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
SELL
|
- |
-68.8K- 93.89% |
$12.7M - $14.5M
|
4.48K
$978K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-74K- 15.04% |
$13.6M - $15.6M
|
418K
$91.3M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-86.1K- 17.42% |
$15.8M - $18.2M
|
408K
$89.1M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-88.8K- 9.91% |
$16.3M - $18.7M
|
807K
$176M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-93.4K- 76.25% |
$17.2M - $19.7M
|
29.1K
$6.36M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-102K- 14.0% |
$18.7M - $21.5M
|
625K
$137M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-107K- 9.67% |
$19.7M - $22.6M
|
998K
$218M
|