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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
187+ 8.22% |
$26.9K - $32.7K
|
2.46K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
183New |
$26.3K - $32K
|
183
$43.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
176+ 9.92% |
$25.3K - $30.7K
|
1.95K
$468K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
175+ 16.57% |
$25.2K - $30.6K
|
1.23K
$295K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
175+ 0.91% |
$25.2K - $30.6K
|
19.5K
$4.68M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
171+ 4.53% |
$24.6K - $29.9K
|
3.95K
$947K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
169+ 12.93% |
$24.3K - $29.5K
|
1.48K
$354K
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
BUY
|
- |
168+ 0.13% |
$24.2K - $29.3K
|
132K
$31.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
168+ 34.15% |
$24.2K - $29.3K
|
660
$158K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
164+ 23.46% |
$23.6K - $28.6K
|
863
$207K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
164+ 0.36% |
$23.6K - $28.6K
|
46.2K
$11.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
163+ 80.3% |
$23.5K - $28.5K
|
366
$87.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
161+ 2.34% |
$23.2K - $28.1K
|
7.03K
$1.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
159+ 0.49% |
$22.9K - $27.8K
|
32.5K
$7.79M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
156+ 0.79% |
$22.5K - $27.2K
|
19.9K
$4.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
150+ 17.56% |
$21.6K - $26.2K
|
1K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
149+ 29.27% |
$21.5K - $26K
|
658
$158K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
142+ 5.38% |
$20.4K - $24.8K
|
2.78K
$668K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
142+ 2.65% |
$20.4K - $24.8K
|
5.5K
$1.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
141+ 0.39% |
$20.3K - $24.6K
|
36.5K
$8.75M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
141New |
$20.3K - $24.6K
|
141
$33.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
139+ 11.22% |
$20K - $24.3K
|
1.38K
$331K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
137+ 1.11% |
$19.7K - $23.9K
|
12.5K
$3M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
135+ 2.06% |
$19.4K - $23.6K
|
6.69K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
128+ 1.75% |
$18.4K - $22.4K
|
7.44K
$1.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
126+ 6.46% |
$18.1K - $22K
|
2.08K
$498K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
125+ 3.52% |
$18K - $21.8K
|
3.68K
$883K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
125+ 0.39% |
$18K - $21.8K
|
32.2K
$7.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
124+ 3.18% |
$17.9K - $21.7K
|
4.02K
$964K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
122+ 2.3% |
$17.6K - $21.3K
|
5.42K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
120+ 3.06% |
$17.3K - $21K
|
4.05K
$971K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
120+ 75.0% |
$17.3K - $21K
|
280
$67.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
119+ 0.93% |
$17.1K - $20.8K
|
13K
$3.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
116+ 0.63% |
$16.7K - $20.3K
|
18.6K
$4.47M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
116+ 5.06% |
$16.7K - $20.3K
|
2.41K
$578K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
114New |
$16.4K - $19.9K
|
114
$27.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
113+ 1.82% |
$16.3K - $19.7K
|
6.31K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
113+ 2.96% |
$16.3K - $19.7K
|
3.93K
$942K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
110+ 1.83% |
$15.8K - $19.2K
|
6.13K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
108New |
$15.5K - $18.9K
|
108
$25.9K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
106+ 1.53% |
$15.3K - $18.5K
|
7.02K
$1.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
106+ 4.52% |
$15.3K - $18.5K
|
2.45K
$588K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
106+ 2.32% |
$15.3K - $18.5K
|
4.68K
$1.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
105+ 6.42% |
$15.1K - $18.3K
|
1.74K
$418K
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
105New |
$15.1K - $18.3K
|
105
$25.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
100New |
$14.4K - $17.5K
|
100
$24K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
97+ 0.38% |
$14K - $16.9K
|
25.7K
$6.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
95+ 5.41% |
$13.7K - $16.6K
|
1.85K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
95+ 0.56% |
$13.7K - $16.6K
|
17.2K
$4.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
91+ 3.43% |
$13.1K - $15.9K
|
2.75K
$659K
|