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
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-170- 1.89% |
$24.5K - $29.7K
|
8.82K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-170- 0.81% |
$24.5K - $29.7K
|
20.9K
$5.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-171- 1.23% |
$24.6K - $29.9K
|
13.8K
$3.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-173- 4.78% |
$24.9K - $30.2K
|
3.45K
$827K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-174- 0.54% |
$25.1K - $30.4K
|
31.9K
$7.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-174- 5.12% |
$25.1K - $30.4K
|
3.22K
$773K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-175- 4.04% |
$25.2K - $30.6K
|
4.16K
$997K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-177- 10.99% |
$25.5K - $30.9K
|
1.43K
$344K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-178- 5.82% |
$25.6K - $31.1K
|
2.88K
$692K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-183- 1.46% |
$26.3K - $32K
|
12.4K
$2.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-189- 2.38% |
$27.2K - $33K
|
7.77K
$1.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-189- 1.55% |
$27.2K - $33K
|
12K
$2.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
SELL
|
- |
-190- 9.14% |
$27.4K - $33.2K
|
1.89K
$453K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-190- 0.48% |
$27.4K - $33.2K
|
39.2K
$9.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-190- 3.28% |
$27.4K - $33.2K
|
5.61K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-190- 2.89% |
$27.4K - $33.2K
|
6.39K
$1.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-193- 6.88% |
$27.8K - $33.7K
|
2.61K
$627K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-195- 0.76% |
$28.1K - $34.1K
|
25.6K
$6.14M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-196- 7.25% |
$28.2K - $34.2K
|
2.51K
$602K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-198- 16.72% |
$28.5K - $34.6K
|
986
$237K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-199- 3.55% |
$28.7K - $34.8K
|
5.41K
$1.3M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-200- 0.47% |
$28.8K - $34.9K
|
42.4K
$10.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-200- 6.91% |
$28.8K - $34.9K
|
2.7K
$647K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-200- 3.92% |
$28.8K - $34.9K
|
4.9K
$1.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-202- 1.38% |
$29.1K - $35.3K
|
14.4K
$3.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-203- 5.56% |
$29.2K - $35.4K
|
3.45K
$828K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-205- 1.21% |
$29.5K - $35.8K
|
16.8K
$4.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-212- 10.07% |
$30.5K - $37K
|
1.89K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-213- 6.98% |
$30.7K - $37.2K
|
2.84K
$681K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-215- 0.29% |
$31K - $37.5K
|
75K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-220- 3.54% |
$31.7K - $38.4K
|
6K
$1.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-221- 8.52% |
$31.8K - $38.6K
|
2.37K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-221- 1.41% |
$31.8K - $38.6K
|
15.5K
$3.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-228- 2.22% |
$32.8K - $39.8K
|
10K
$2.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-232- 6.83% |
$33.4K - $40.5K
|
3.17K
$760K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-233- 2.51% |
$33.5K - $40.7K
|
9.04K
$2.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-245- 15.43% |
$35.3K - $42.8K
|
1.34K
$322K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-246- 1.08% |
$35.4K - $43K
|
22.6K
$5.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-246- 7.03% |
$35.4K - $43K
|
3.26K
$781K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-246- 7.03% |
$35.4K - $43K
|
3.26K
$781K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-247- 33.74% |
$35.6K - $43.1K
|
485
$116K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-250- 7.79% |
$36K - $43.7K
|
2.96K
$710K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-250- 4.5% |
$36K - $43.7K
|
5.31K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-250- 0.76% |
$36K - $43.7K
|
32.5K
$7.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-250- 7.75% |
$36K - $43.7K
|
2.97K
$714K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-250- 22.62% |
$36K - $43.7K
|
855
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-251- 9.47% |
$36.1K - $43.8K
|
2.4K
$576K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-252- 41.52% |
$36.3K - $44K
|
355
$85.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-260- 4.23% |
$37.4K - $45.4K
|
5.88K
$1.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-260- 1.92% |
$37.4K - $45.4K
|
13.3K
$3.19M
|