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
|
Westside Investment Management, Inc.
|
SELL
|
- |
-400- 1.48% |
$57.6K - $69.9K
|
26.7K
$6.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-400- 8.86% |
$57.6K - $69.9K
|
4.12K
$988K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-400- 80.0% |
$57.6K - $69.9K
|
100
$24K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-400- 1.25% |
$57.6K - $69.9K
|
31.7K
$7.6M
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-402- 11.96% |
$57.9K - $70.2K
|
2.96K
$710K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-403- 1.48% |
$58K - $70.4K
|
26.8K
$6.43M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-403- 1.71% |
$58K - $70.4K
|
23.1K
$5.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-403- 0.84% |
$58K - $70.4K
|
47.6K
$11.4M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-403- 0.84% |
$58K - $70.4K
|
47.6K
$11.4M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-415- 83.33% |
$59.7K - $72.5K
|
83
$19.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-421- 5.46% |
$60.6K - $73.5K
|
7.28K
$1.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-424- 9.09% |
$61K - $74K
|
4.24K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-433- 5.04% |
$62.3K - $75.6K
|
8.16K
$1.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-436- 1.48% |
$62.8K - $76.1K
|
28.9K
$6.94M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-437- 23.32% |
$62.9K - $76.3K
|
1.44K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-438- 73.0% |
$63.1K - $76.5K
|
162
$38.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-440- 11.16% |
$63.3K - $76.8K
|
3.5K
$840K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-442- 16.11% |
$63.6K - $77.2K
|
2.3K
$552K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-443- 2.54% |
$63.8K - $77.4K
|
17K
$4.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-446- 3.2% |
$64.2K - $77.9K
|
13.5K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-447- 20.43% |
$64.4K - $78.1K
|
1.74K
$418K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-450- 2.64% |
$64.8K - $78.6K
|
16.6K
$3.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-455- 4.37% |
$65.5K - $79.5K
|
9.96K
$2.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-459- 10.72% |
$66.1K - $80.2K
|
3.82K
$917K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-461- 7.7% |
$66.4K - $80.5K
|
5.52K
$1.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-462- 2.39% |
$66.5K - $80.7K
|
18.9K
$4.54M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-464- 2.49% |
$66.8K - $81K
|
18.2K
$4.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-468- 5.03% |
$67.4K - $81.7K
|
8.83K
$2.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-470- 28.75% |
$67.7K - $82.1K
|
1.17K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-470- 1.05% |
$67.7K - $82.1K
|
44.3K
$10.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-475- 4.2% |
$68.4K - $82.9K
|
10.8K
$2.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-477- 2.3% |
$68.7K - $83.3K
|
20.2K
$4.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-480- 2.45% |
$69.1K - $83.8K
|
19.1K
$4.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-487- 2.28% |
$70.1K - $85K
|
20.9K
$5.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-489- 16.54% |
$70.4K - $85.4K
|
2.47K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-492- 4.6% |
$70.8K - $85.9K
|
10.2K
$2.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-493- 3.56% |
$71K - $86.1K
|
13.3K
$3.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-499- 15.89% |
$71.8K - $87.1K
|
2.64K
$634K
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-504- 6.0% |
$72.6K - $88K
|
7.89K
$1.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-510- 5.36% |
$73.4K - $89.1K
|
9.01K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-513- 3.01% |
$73.9K - $89.6K
|
16.5K
$3.97M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-518- 5.77% |
$74.6K - $90.5K
|
8.46K
$2.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-521- 27.86% |
$75K - $91K
|
1.35K
$324K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-525- 20.44% |
$75.6K - $91.7K
|
2.04K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-534- 7.41% |
$76.9K - $93.3K
|
6.67K
$1.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-535- 8.08% |
$77K - $93.4K
|
6.08K
$1.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-540- 26.81% |
$77.7K - $94.3K
|
1.47K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-540- 22.77% |
$77.7K - $94.3K
|
1.83K
$440K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-541- 29.58% |
$77.9K - $94.5K
|
1.29K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-543- 77.35% |
$78.2K - $94.8K
|
159
$38.2K
|