Purchases and Sales Made in Q2 2023 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
884+ 35.6% |
$127K - $154K
|
3.37K
$808K
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
878+ 1.85% |
$126K - $153K
|
48.3K
$11.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
867New |
$125K - $151K
|
867
$208K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
864+ 0.41% |
$124K - $151K
|
211K
$50.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
852+ 9.1% |
$123K - $149K
|
10.2K
$2.45M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
842+ 15.36% |
$121K - $147K
|
6.33K
$1.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
835+ 17.61% |
$120K - $146K
|
5.58K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
827+ 19.28% |
$119K - $144K
|
5.12K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
824+ 2.11% |
$119K - $144K
|
39.8K
$9.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
811+ 2.53% |
$117K - $142K
|
32.8K
$7.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
802+ 2.66% |
$115K - $140K
|
30.9K
$7.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
799+ 399.5% |
$115K - $140K
|
999
$240K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
790+ 6.69% |
$114K - $138K
|
12.6K
$3.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
788+ 7.79% |
$113K - $138K
|
10.9K
$2.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
784+ 0.72% |
$113K - $137K
|
110K
$26.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
772+ 19.29% |
$111K - $135K
|
4.78K
$1.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
757+ 1.26% |
$109K - $132K
|
60.8K
$14.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
749New |
$108K - $131K
|
749
$180K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
726+ 9.28% |
$105K - $127K
|
8.55K
$2.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
721+ 4.64% |
$104K - $126K
|
16.3K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
720+ 7.55% |
$104K - $126K
|
10.3K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
715+ 7.77% |
$103K - $125K
|
9.91K
$2.38M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
712+ 2.51% |
$103K - $124K
|
29.1K
$6.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
711+ 2.23% |
$102K - $124K
|
32.6K
$7.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
710+ 16.32% |
$102K - $124K
|
5.06K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
709+ 33.05% |
$102K - $124K
|
2.85K
$685K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
707+ 15.22% |
$102K - $123K
|
5.35K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
701+ 8.17% |
$101K - $122K
|
9.28K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
700+ 642.2% |
$101K - $122K
|
809
$194K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
700+ 10.81% |
$101K - $122K
|
7.18K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
673+ 7.11% |
$96.9K - $118K
|
10.1K
$2.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
657+ 1.6% |
$94.6K - $115K
|
41.6K
$9.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
648+ 14.17% |
$93.3K - $113K
|
5.22K
$1.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
638New |
$91.9K - $111K
|
638
$153K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
636+ 9.79% |
$91.6K - $111K
|
7.13K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
635New |
$91.4K - $111K
|
635
$152K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
631+ 4.24% |
$90.8K - $110K
|
15.5K
$3.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
630+ 2.76% |
$90.7K - $110K
|
23.5K
$5.63M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
627+ 9.15% |
$90.3K - $109K
|
7.48K
$1.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
626+ 1.14% |
$90.1K - $109K
|
55.4K
$13.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
626+ 3.29% |
$90.1K - $109K
|
19.7K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
613+ 2.48% |
$88.3K - $107K
|
25.3K
$6.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
602+ 9.3% |
$86.7K - $105K
|
7.08K
$1.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
600+ 0.78% |
$86.4K - $105K
|
77.4K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
599New |
$86.2K - $105K
|
599
$144K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
594+ 6.99% |
$85.5K - $104K
|
9.09K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
594+ 227.59% |
$85.5K - $104K
|
855
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
590+ 5.72% |
$84.9K - $103K
|
10.9K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
580+ 34.54% |
$83.5K - $101K
|
2.26K
$542K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
565+ 1.64% |
$81.3K - $98.7K
|
34.9K
$8.38M
|