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
|
Covestor LTD
Boston, MA |
BUY
|
- |
36+ 27.07% |
$5.18K - $6.29K
|
169
$40.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
36+ 2.63% |
$5.18K - $6.29K
|
1.4K
$337K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
35+ 1.26% |
$5.04K - $6.11K
|
2.81K
$675K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
35New |
$5.04K - $6.11K
|
35
$8.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.26% |
$5.04K - $6.11K
|
13.6K
$3.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
34+ 1.15% |
$4.89K - $5.94K
|
2.98K
$716K
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
32+ 0.15% |
$4.61K - $5.59K
|
21.3K
$5.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
31+ 14.42% |
$4.46K - $5.41K
|
246
$59K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
31+ 0.21% |
$4.46K - $5.41K
|
14.6K
$3.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
30+ 0.09% |
$4.32K - $5.24K
|
34.3K
$8.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
29+ 1.76% |
$4.18K - $5.06K
|
1.67K
$402K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
26+ 0.15% |
$3.74K - $4.54K
|
17.5K
$4.2M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
25+ 0.16% |
$3.6K - $4.37K
|
15.8K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
24+ 1.6% |
$3.46K - $4.19K
|
1.52K
$365K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
22+ 0.23% |
$3.17K - $3.84K
|
9.43K
$2.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
22+ 0.3% |
$3.17K - $3.84K
|
7.31K
$1.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
21+ 0.45% |
$3.02K - $3.67K
|
4.71K
$1.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
20+ 9.13% |
$2.88K - $3.49K
|
239
$57.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
20+ 2.71% |
$2.88K - $3.49K
|
757
$182K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
20New |
$2.88K - $3.49K
|
20
$4.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
19+ 1.05% |
$2.74K - $3.32K
|
1.84K
$440K
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
19+ 1.38% |
$2.74K - $3.32K
|
1.39K
$334K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
18+ 0.03% |
$2.59K - $3.14K
|
69.9K
$16.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
18+ 0.2% |
$2.59K - $3.14K
|
8.84K
$2.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
17New |
$2.45K - $2.97K
|
17
$4.08K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
17+ 1.01% |
$2.45K - $2.97K
|
1.7K
$408K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
16+ 1.04% |
$2.3K - $2.79K
|
1.56K
$373K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
15+ 30.61% |
$2.16K - $2.62K
|
64
$15.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15+ 15.0% |
$2.16K - $2.62K
|
115
$27.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14+ 0.77% |
$2.02K - $2.44K
|
1.82K
$437K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14+ 45.16% |
$2.02K - $2.44K
|
45
$10.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
13+ 0.62% |
$1.87K - $2.27K
|
2.11K
$507K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
13New |
$1.87K - $2.27K
|
13
$3.12K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.96% |
$1.87K - $2.27K
|
1.36K
$327K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
13+ 0.03% |
$1.87K - $2.27K
|
41.4K
$9.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
11New |
$1.58K - $1.92K
|
11
$2.64K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10+ 0.2% |
$1.44K - $1.75K
|
5.11K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.33% |
$1.44K - $1.75K
|
3.04K
$729K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
10+ 0.44% |
$1.44K - $1.75K
|
2.27K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
10+ 0.19% |
$1.44K - $1.75K
|
5.15K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
9+ 0.09% |
$1.3K - $1.57K
|
9.8K
$2.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
8+ 0.23% |
$1.15K - $1.4K
|
3.52K
$845K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8+ 0.54% |
$1.15K - $1.4K
|
1.5K
$359K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
7+ 0.02% |
$1.01K - $1.22K
|
28.7K
$6.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
7+ 0.2% |
$1.01K - $1.22K
|
3.57K
$856K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.17% |
$864 - $1.05K
|
3.58K
$859K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.25% |
$864 - $1.05K
|
2.42K
$581K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6+ 0.21% |
$864 - $1.05K
|
2.85K
$685K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.13% |
$864 - $1.05K
|
4.48K
$1.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
5+ 0.16% |
$720 - $873
|
3.04K
$729K
|