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 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
562+ 30.53% |
$80.9K - $98.1K
|
2.4K
$577K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
558+ 20.78% |
$80.3K - $97.4K
|
3.24K
$778K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
528+ 6.57% |
$76K - $92.2K
|
8.57K
$2.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
524+ 0.85% |
$75.4K - $91.5K
|
62.2K
$14.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
523+ 7.08% |
$75.3K - $91.3K
|
7.91K
$1.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
512New |
$73.7K - $89.4K
|
512
$123K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
507+ 1.12% |
$73K - $88.5K
|
45.7K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
504+ 6.18% |
$72.6K - $88K
|
8.65K
$2.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
503+ 5.74% |
$72.4K - $87.8K
|
9.27K
$2.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
484+ 1.52% |
$69.7K - $84.5K
|
32.3K
$7.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
477+ 30.17% |
$68.7K - $83.3K
|
2.06K
$494K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
475+ 17.1% |
$68.4K - $82.9K
|
3.25K
$780K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
468+ 17.53% |
$67.4K - $81.7K
|
3.14K
$753K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
467+ 7.13% |
$67.2K - $81.6K
|
7.02K
$1.68M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
466+ 16.65% |
$67.1K - $81.4K
|
3.26K
$783K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
455+ 2.39% |
$65.5K - $79.5K
|
19.5K
$4.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
453+ 12.54% |
$65.2K - $79.1K
|
4.07K
$976K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
439+ 4.0% |
$63.2K - $76.7K
|
11.4K
$2.74M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
434+ 1.22% |
$62.5K - $75.8K
|
35.9K
$8.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
426+ 6.12% |
$61.3K - $74.4K
|
7.39K
$1.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
423+ 42.3% |
$60.9K - $73.9K
|
1.42K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
419+ 2.24% |
$60.3K - $73.2K
|
19.1K
$4.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
415+ 15.72% |
$59.7K - $72.5K
|
3.06K
$733K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
403+ 4.9% |
$58K - $70.4K
|
8.63K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
399New |
$57.4K - $69.7K
|
399
$95.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
394+ 9.34% |
$56.7K - $68.8K
|
4.61K
$1.11M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
390+ 1.35% |
$56.1K - $68.1K
|
29.3K
$7.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
384+ 1.98% |
$55.3K - $67.1K
|
19.8K
$4.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
384+ 5.81% |
$55.3K - $67.1K
|
6.99K
$1.68M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
372+ 1.14% |
$53.6K - $65K
|
33.1K
$7.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
366+ 24.24% |
$52.7K - $63.9K
|
1.88K
$450K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
365+ 9.86% |
$52.5K - $63.7K
|
4.07K
$976K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
360+ 4.76% |
$51.8K - $62.9K
|
7.93K
$1.9M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
359+ 23.03% |
$51.7K - $62.7K
|
1.92K
$460K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
351+ 140.96% |
$50.5K - $61.3K
|
600
$144K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
351+ 9.65% |
$50.5K - $61.3K
|
3.99K
$957K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
351+ 5.18% |
$50.5K - $61.3K
|
7.13K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
346+ 1.42% |
$49.8K - $60.4K
|
24.7K
$5.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
345+ 27.94% |
$49.7K - $60.2K
|
1.58K
$379K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
343+ 11.76% |
$49.4K - $59.9K
|
3.26K
$782K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
341+ 6.7% |
$49.1K - $59.5K
|
5.43K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
336+ 1.91% |
$48.4K - $58.7K
|
17.9K
$4.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
335+ 0.3% |
$48.2K - $58.5K
|
112K
$26.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
330+ 16.5% |
$47.5K - $57.6K
|
2.33K
$559K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
330+ 3.66% |
$47.5K - $57.6K
|
9.35K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
330+ 2.83% |
$47.5K - $57.6K
|
12K
$2.88M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
330+ 3.66% |
$47.5K - $57.6K
|
9.35K
$2.24M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
327+ 15.77% |
$47.1K - $57.1K
|
2.4K
$576K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
325+ 1.88% |
$46.8K - $56.8K
|
17.6K
$4.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
314+ 21.13% |
$45.2K - $54.8K
|
1.8K
$432K
|