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 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-102- 1.68% |
$14.7K - $17.8K
|
5.96K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-102- 4.47% |
$14.7K - $17.8K
|
2.18K
$524K
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-105- 5.82% |
$15.1K - $18.3K
|
1.7K
$408K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-105- 1.87% |
$15.1K - $18.3K
|
5.5K
$1.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-106- 1.98% |
$15.3K - $18.5K
|
5.24K
$1.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-107- 2.91% |
$15.4K - $18.7K
|
3.57K
$857K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-108- 0.48% |
$15.5K - $18.9K
|
22.3K
$5.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-109- 0.74% |
$15.7K - $19K
|
14.6K
$3.51M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-110- 1.09% |
$15.8K - $19.2K
|
9.95K
$2.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-110- 0.51% |
$15.8K - $19.2K
|
21.6K
$5.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-110- 3.11% |
$15.8K - $19.2K
|
3.43K
$822K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-111- 0.48% |
$16K - $19.4K
|
22.9K
$5.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-113- 1.99% |
$16.3K - $19.7K
|
5.56K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-115- 3.44% |
$16.6K - $20.1K
|
3.23K
$774K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-115- 0.6% |
$16.6K - $20.1K
|
19.2K
$4.61M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-115- 1.77% |
$16.6K - $20.1K
|
6.39K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-116- 0.49% |
$16.7K - $20.3K
|
23.3K
$5.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-121- 1.37% |
$17.4K - $21.1K
|
8.74K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-123- 0.61% |
$17.7K - $21.5K
|
20.1K
$4.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-124- 19.87% |
$17.9K - $21.7K
|
500
$120K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-124- 1.45% |
$17.9K - $21.7K
|
8.42K
$2.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-124- 23.26% |
$17.9K - $21.7K
|
409
$98.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-125- 3.88% |
$18K - $21.8K
|
3.1K
$744K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-125- 5.83% |
$18K - $21.8K
|
2.02K
$485K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-127- 1.04% |
$18.3K - $22.2K
|
12.1K
$2.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-127- 1.1% |
$18.3K - $22.2K
|
11.4K
$2.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-131- 3.41% |
$18.9K - $22.9K
|
3.71K
$891K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-131- 0.15% |
$18.9K - $22.9K
|
88.8K
$21.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-132- 4.49% |
$19K - $23.1K
|
2.81K
$674K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-134- 1.01% |
$19.3K - $23.4K
|
13.1K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-134- 1.89% |
$19.3K - $23.4K
|
6.95K
$1.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-136- 4.86% |
$19.6K - $23.7K
|
2.66K
$639K
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-136- 3.28% |
$19.6K - $23.7K
|
4.02K
$964K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-137- 1.69% |
$19.7K - $23.9K
|
7.97K
$1.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-138- 4.35% |
$19.9K - $24.1K
|
3.04K
$729K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-139- 4.86% |
$20K - $24.3K
|
2.72K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-144- 0.87% |
$20.7K - $25.1K
|
16.5K
$3.96M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-145- 0.36% |
$20.9K - $25.3K
|
40.4K
$9.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-148- 0.48% |
$21.3K - $25.8K
|
31K
$7.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-149- 3.95% |
$21.5K - $26K
|
3.63K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-149- 1.42% |
$21.5K - $26K
|
10.3K
$2.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-150- 2.29% |
$21.6K - $26.2K
|
6.41K
$1.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-152- 7.42% |
$21.9K - $26.5K
|
1.9K
$455K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-153- 23.79% |
$22K - $26.7K
|
490
$118K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-154- 2.59% |
$22.2K - $26.9K
|
5.8K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-155- 10.37% |
$22.3K - $27.1K
|
1.34K
$322K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-157- 4.55% |
$22.6K - $27.4K
|
3.29K
$790K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-158- 4.95% |
$22.7K - $27.6K
|
3.04K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-160- 1.08% |
$23K - $27.9K
|
14.7K
$3.53M
|
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-165- 0.89% |
$23.8K - $28.8K
|
18.4K
$4.41M
|