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 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.47K- 4.48% |
$356K - $432K
|
52.7K
$12.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-2.47K- 2.74% |
$356K - $432K
|
87.7K
$21M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.48K- 2.5% |
$357K - $433K
|
96.8K
$23.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.52K- 2.37% |
$362K - $439K
|
104K
$24.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.53K- 9.1% |
$365K - $442K
|
25.3K
$6.07M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2.57K- 2.69% |
$369K - $448K
|
92.9K
$22.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-2.57K- 3.65% |
$370K - $448K
|
67.7K
$16.2M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.64K- 9.57% |
$380K - $460K
|
24.9K
$5.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.7K- 2.65% |
$388K - $471K
|
99.1K
$23.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-2.93K- 1.77% |
$422K - $512K
|
163K
$39.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.97K- 20.86% |
$427K - $518K
|
11.3K
$2.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.03K- 22.77% |
$436K - $529K
|
10.3K
$2.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-3.03K- 27.19% |
$437K - $530K
|
8.12K
$1.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.04K- 3.94% |
$437K - $530K
|
74K
$17.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.07K- 2.04% |
$442K - $536K
|
147K
$35.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.07K- 85.28% |
$442K - $536K
|
530
$127K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.08K- 11.23% |
$444K - $538K
|
24.4K
$5.85M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.13K- 23.0% |
$450K - $546K
|
10.5K
$2.51M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.13K- 18.4% |
$450K - $546K
|
13.9K
$3.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.17K- 14.37% |
$456K - $553K
|
18.9K
$4.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.19K- 13.59% |
$459K - $557K
|
20.3K
$4.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-3.23K- 12.17% |
$464K - $563K
|
23.3K
$5.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.3K- 5.86% |
$474K - $575K
|
52.9K
$12.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.31K- 4.52% |
$476K - $578K
|
69.8K
$16.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.33K- 97.57% |
$479K - $581K
|
83
$19.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-3.35K- 3.36% |
$482K - $584K
|
96.4K
$23.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.42K- 22.83% |
$492K - $597K
|
11.5K
$2.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.42K- 21.77% |
$493K - $598K
|
12.3K
$2.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.48K- 8.37% |
$501K - $608K
|
38.1K
$9.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.51K- 67.23% |
$506K - $613K
|
1.71K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.59K- 26.04% |
$516K - $626K
|
10.2K
$2.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.66K- 46.82% |
$527K - $640K
|
4.16K
$998K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.68K- 9.03% |
$530K - $643K
|
37.1K
$8.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.74K- 9.2% |
$538K - $653K
|
36.9K
$8.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.74K- 17.83% |
$538K - $653K
|
17.2K
$4.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.79K- 59.27% |
$546K - $662K
|
2.61K
$625K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.84K- 3.54% |
$552K - $670K
|
105K
$25.1M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.86K- 2.72% |
$556K - $674K
|
138K
$33.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 8.63% |
$569K - $690K
|
41.8K
$10M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.05K- 8.11% |
$582K - $706K
|
45.8K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.19K- 14.4% |
$603K - $732K
|
24.9K
$5.98M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.21K- 45.06% |
$607K - $736K
|
5.14K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.37K- 5.99% |
$629K - $763K
|
68.5K
$16.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-4.46K- 28.21% |
$642K - $779K
|
11.4K
$2.72M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.47K- 3.62% |
$644K - $781K
|
119K
$28.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.53K- 2.46% |
$652K - $791K
|
180K
$43.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.8K- 18.53% |
$691K - $838K
|
21.1K
$5.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4.88K- 4.21% |
$703K - $853K
|
111K
$26.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.01K- 61.18% |
$721K - $875K
|
3.18K
$763K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.04K- 7.96% |
$725K - $880K
|
58.2K
$14M
|