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 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
90+ 3.46% |
$13K - $15.7K
|
2.69K
$646K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
90New |
$13K - $15.7K
|
90
$21.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
89+ 5.43% |
$12.8K - $15.5K
|
1.73K
$415K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
88+ 1.57% |
$12.7K - $15.4K
|
5.7K
$1.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
87+ 1.52% |
$12.5K - $15.2K
|
5.8K
$1.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
85+ 5.28% |
$12.2K - $14.8K
|
1.7K
$407K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
83+ 4.33% |
$11.9K - $14.5K
|
2K
$480K
|
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
82+ 3.71% |
$11.8K - $14.3K
|
2.29K
$551K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
79+ 4.02% |
$11.4K - $13.8K
|
2.04K
$490K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
79+ 0.83% |
$11.4K - $13.8K
|
9.54K
$2.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
79+ 2.32% |
$11.4K - $13.8K
|
3.49K
$838K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
78+ 0.24% |
$11.2K - $13.6K
|
32.4K
$7.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
78+ 0.37% |
$11.2K - $13.6K
|
21.2K
$5.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
78+ 2.64% |
$11.2K - $13.6K
|
3.03K
$727K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
74+ 0.65% |
$10.7K - $12.9K
|
11.5K
$2.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
69+ 1.66% |
$9.93K - $12K
|
4.24K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
67+ 0.62% |
$9.65K - $11.7K
|
10.9K
$2.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
66+ 16.54% |
$9.5K - $11.5K
|
465
$112K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
65+ 3.63% |
$9.36K - $11.4K
|
1.86K
$445K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
60+ 3.0% |
$8.64K - $10.5K
|
2.06K
$494K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
60+ 4.17% |
$8.64K - $10.5K
|
1.5K
$360K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
60+ 0.29% |
$8.64K - $10.5K
|
20.7K
$4.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
59+ 0.63% |
$8.49K - $10.3K
|
9.44K
$2.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
59+ 0.99% |
$8.49K - $10.3K
|
5.99K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
59+ 4.24% |
$8.49K - $10.3K
|
1.45K
$348K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
59+ 2.22% |
$8.49K - $10.3K
|
2.71K
$651K
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
57+ 0.28% |
$8.21K - $9.95K
|
20.6K
$4.95M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
57+ 10.07% |
$8.21K - $9.95K
|
623
$150K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
56+ 4.3% |
$8.06K - $9.78K
|
1.36K
$326K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
55+ 1.62% |
$7.92K - $9.6K
|
3.44K
$826K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
53+ 2.07% |
$7.63K - $9.26K
|
2.61K
$627K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
53+ 0.65% |
$7.63K - $9.26K
|
8.15K
$1.96M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
53+ 5.17% |
$7.63K - $9.26K
|
1.08K
$259K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
51+ 1.67% |
$7.34K - $8.91K
|
3.1K
$743K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
51+ 2.41% |
$7.34K - $8.91K
|
2.16K
$519K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
51+ 0.54% |
$7.34K - $8.91K
|
9.55K
$2.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
50New |
$7.2K - $8.73K
|
50
$12K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
49+ 0.48% |
$7.05K - $8.56K
|
10.3K
$2.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
47+ 0.76% |
$6.77K - $8.21K
|
6.2K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
46+ 1.82% |
$6.62K - $8.03K
|
2.57K
$616K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
46+ 1.31% |
$6.62K - $8.03K
|
3.56K
$855K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
46New |
$6.62K - $8.03K
|
46
$11K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
45+ 1.98% |
$6.48K - $7.86K
|
2.32K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
41+ 0.2% |
$5.9K - $7.16K
|
20.7K
$4.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
40+ 2.78% |
$5.76K - $6.99K
|
1.48K
$354K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
40+ 2.09% |
$5.76K - $6.99K
|
1.95K
$468K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
39+ 0.77% |
$5.61K - $6.81K
|
5.1K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
38New |
$5.47K - $6.64K
|
38
$9.12K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
37+ 0.7% |
$5.33K - $6.46K
|
5.3K
$1.27M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
37New |
$5.33K - $6.46K
|
37
$8.88K
|