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 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-40- 0.76% |
$5.76K - $6.99K
|
5.22K
$1.25M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-40- 0.76% |
$5.76K - $6.99K
|
5.22K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-42- 0.27% |
$6.05K - $7.33K
|
15.5K
$3.73M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-43- 1.24% |
$6.19K - $7.51K
|
3.44K
$825K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-43- 0.65% |
$6.19K - $7.51K
|
6.62K
$1.59M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-43- 1.48% |
$6.19K - $7.51K
|
2.87K
$689K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-44- 1.61% |
$6.33K - $7.68K
|
2.69K
$647K
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.87% |
$6.33K - $7.68K
|
5K
$1.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-46- 8.23% |
$6.62K - $8.03K
|
513
$123K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-46- 1.31% |
$6.62K - $8.03K
|
3.47K
$832K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-49- 0.59% |
$7.05K - $8.56K
|
8.24K
$1.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 1.6% |
$7.2K - $8.73K
|
3.08K
$738K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-50- 1.62% |
$7.2K - $8.73K
|
3.04K
$730K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-51- 20.08% |
$7.34K - $8.91K
|
203
$48.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-52- 1.71% |
$7.49K - $9.08K
|
2.98K
$716K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-53- 1.96% |
$7.63K - $9.26K
|
2.66K
$637K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-53- 0.22% |
$7.63K - $9.26K
|
24.5K
$5.88M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-53- 3.62% |
$7.63K - $9.26K
|
1.41K
$339K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-59- 3.31% |
$8.49K - $10.3K
|
1.72K
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-59- 4.44% |
$8.49K - $10.3K
|
1.27K
$305K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-64- 4.41% |
$9.21K - $11.2K
|
1.39K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-64- 0.26% |
$9.21K - $11.2K
|
24.8K
$5.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-65- 3.39% |
$9.36K - $11.4K
|
1.85K
$444K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-69- 1.05% |
$9.93K - $12K
|
6.5K
$1.56M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-71- 1.77% |
$10.2K - $12.4K
|
3.94K
$946K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-72- 7.15% |
$10.4K - $12.6K
|
935
$224K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-74- 1.01% |
$10.7K - $12.9K
|
7.28K
$1.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-75- 0.93% |
$10.8K - $13.1K
|
7.95K
$1.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-75- 0.13% |
$10.8K - $13.1K
|
57.5K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-75- 89.29% |
$10.8K - $13.1K
|
9
$2.16K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-76- 1.57% |
$10.9K - $13.3K
|
4.77K
$1.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-80- 0.66% |
$11.5K - $14K
|
12.1K
$2.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-80- 0.92% |
$11.5K - $14K
|
8.61K
$2.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-82- 13.14% |
$11.8K - $14.3K
|
542
$130K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-84- 1.21% |
$12.1K - $14.7K
|
6.87K
$1.65M
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-85- 0.83% |
$12.2K - $14.8K
|
10.1K
$2.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-88- 4.32% |
$12.7K - $15.4K
|
1.95K
$468K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-88- 25.14% |
$12.7K - $15.4K
|
262
$62.9K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-88- 25.14% |
$12.7K - $15.4K
|
262
$62.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-90- 1.33% |
$13K - $15.7K
|
6.68K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-90- 0.73% |
$13K - $15.7K
|
12.2K
$2.93M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-92- 0.4% |
$13.2K - $16.1K
|
22.7K
$5.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-93- 2.74% |
$13.4K - $16.2K
|
3.3K
$791K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-93- 2.22% |
$13.4K - $16.2K
|
4.1K
$984K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-94- 31.86% |
$13.5K - $16.4K
|
201
$48.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-95- 4.68% |
$13.7K - $16.6K
|
1.94K
$464K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-95- 1.86% |
$13.7K - $16.6K
|
5.02K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-97- 2.24% |
$14K - $16.9K
|
4.24K
$1.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-100- 4.14% |
$14.4K - $17.5K
|
2.31K
$555K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-100- 3.62% |
$14.4K - $17.5K
|
2.66K
$638K
|