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 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5- 0.06% |
$720 - $873
|
7.79K
$1.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-6- 0.08% |
$864 - $1.05K
|
7.18K
$1.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-6- 0.18% |
$864 - $1.05K
|
3.42K
$820K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-7- 0.13% |
$1.01K - $1.22K
|
5.56K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-7- 2.1% |
$1.01K - $1.22K
|
327
$78.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-9- 0.04% |
$1.3K - $1.57K
|
21K
$5.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.06% |
$1.44K - $1.75K
|
18.1K
$4.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-10- 0.07% |
$1.44K - $1.75K
|
13.8K
$3.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10- 0.28% |
$1.44K - $1.75K
|
3.52K
$845K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10- 0.16% |
$1.44K - $1.75K
|
6.39K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-10- 1.64% |
$1.44K - $1.75K
|
599
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10- 0.12% |
$1.44K - $1.75K
|
8.63K
$2.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-11- 0.59% |
$1.58K - $1.92K
|
1.85K
$443K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-11- 0.67% |
$1.58K - $1.92K
|
1.64K
$392K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-12- 0.02% |
$1.73K - $2.1K
|
60.2K
$14.5M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-13- 0.39% |
$1.87K - $2.27K
|
3.33K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-13- 0.49% |
$1.87K - $2.27K
|
2.64K
$633K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.32% |
$2.02K - $2.44K
|
4.35K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-14- 0.35% |
$2.02K - $2.44K
|
4.04K
$969K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-14- 0.15% |
$2.02K - $2.44K
|
9.23K
$2.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-14- 0.07% |
$2.02K - $2.44K
|
18.8K
$4.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-15- 0.2% |
$2.16K - $2.62K
|
7.46K
$1.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15- 0.04% |
$2.16K - $2.62K
|
39.7K
$9.52M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15- 0.04% |
$2.16K - $2.62K
|
39.7K
$9.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-16- 0.44% |
$2.3K - $2.79K
|
3.61K
$866K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 0.48% |
$2.3K - $2.79K
|
3.29K
$790K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17- 1.08% |
$2.45K - $2.97K
|
1.56K
$373K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-19- 36.54% |
$2.74K - $3.32K
|
33
$7.92K
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-19- 1.23% |
$2.74K - $3.32K
|
1.53K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-19- 0.7% |
$2.74K - $3.32K
|
2.69K
$645K
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.43% |
$2.88K - $3.49K
|
4.6K
$1.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20- 25.64% |
$2.88K - $3.49K
|
58
$13.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-20- 0.42% |
$2.88K - $3.49K
|
4.79K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-20- 0.49% |
$2.88K - $3.49K
|
4.09K
$980K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-20- 0.6% |
$2.88K - $3.49K
|
3.3K
$791K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-21- 1.08% |
$3.02K - $3.67K
|
1.92K
$461K
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-25- 0.38% |
$3.6K - $4.37K
|
6.52K
$1.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-25- 5.85% |
$3.6K - $4.37K
|
402
$96.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-26- 1.75% |
$3.74K - $4.54K
|
1.46K
$350K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-28- 1.12% |
$4.03K - $4.89K
|
2.48K
$594K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-30- 1.02% |
$4.32K - $5.24K
|
2.92K
$700K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-30- 2.26% |
$4.32K - $5.24K
|
1.3K
$312K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-30- 0.53% |
$4.32K - $5.24K
|
5.61K
$1.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-33- 0.82% |
$4.75K - $5.76K
|
3.99K
$958K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-33- 1.41% |
$4.75K - $5.76K
|
2.3K
$552K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-34- 2.3% |
$4.89K - $5.94K
|
1.45K
$347K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-37- 0.83% |
$5.33K - $6.46K
|
4.4K
$1.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-38- 27.54% |
$5.47K - $6.64K
|
100
$24K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-39- 7.17% |
$5.61K - $6.81K
|
505
$121K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-40- 3.0% |
$5.76K - $6.99K
|
1.29K
$310K
|