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 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.1K- 10.83% |
$734K - $891K
|
42K
$10.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.11K- 22.96% |
$735K - $891K
|
17.1K
$4.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.11K- 28.57% |
$736K - $893K
|
12.8K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-5.11K- 78.49% |
$736K - $893K
|
1.4K
$336K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-5.21K- 46.72% |
$750K - $909K
|
5.94K
$1.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.31K- 5.31% |
$765K - $927K
|
94.7K
$22.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.46K- 58.56% |
$786K - $954K
|
3.87K
$928K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-5.51K- 41.25% |
$793K - $962K
|
7.84K
$1.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-5.52K- 5.02% |
$794K - $964K
|
105K
$25.1M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.56K- 88.15% |
$800K - $971K
|
747
$179K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-5.72K- 3.34% |
$823K - $998K
|
166K
$39.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-5.76K- 4.11% |
$829K - $1.01M
|
135K
$32.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.84K- 15.18% |
$840K - $1.02M
|
32.6K
$7.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.86K- 21.37% |
$843K - $1.02M
|
21.5K
$5.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
SELL
|
- |
-5.9K- 17.38% |
$849K - $1.03M
|
28K
$6.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.1K- 19.75% |
$879K - $1.07M
|
24.8K
$5.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.2K- 8.12% |
$893K - $1.08M
|
70.2K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6.4K- 27.19% |
$921K - $1.12M
|
17.1K
$4.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-6.4K- 13.27% |
$922K - $1.12M
|
41.8K
$10M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-6.44K- 33.93% |
$927K - $1.12M
|
12.5K
$3.01M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.63K- 1.11% |
$955K - $1.16M
|
592K
$142M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.78K- 15.23% |
$976K - $1.18M
|
37.7K
$9.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.94K- 33.6% |
$999K - $1.21M
|
13.7K
$3.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.05K- 14.57% |
$1.01M - $1.23M
|
41.3K
$9.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.17K- 6.55% |
$1.03M - $1.25M
|
102K
$24.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.37K- 41.98% |
$1.06M - $1.29M
|
10.2K
$2.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.59K- 11.69% |
$1.09M - $1.33M
|
57.3K
$13.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.75K- 10.47% |
$1.12M - $1.35M
|
66.3K
$15.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.95K- 1.51% |
$1.14M - $1.39M
|
518K
$124M
|
|
|
Jul 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-8K- 17.98% |
$1.15M - $1.4M
|
36.5K
$8.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8.32K- 26.19% |
$1.2M - $1.45M
|
23.4K
$5.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.38K- 14.13% |
$1.21M - $1.46M
|
50.9K
$12.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-8.6K- 29.73% |
$1.24M - $1.5M
|
20.3K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.64K- 67.58% |
$1.24M - $1.51M
|
4.15K
$995K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.89K- 1.92% |
$1.28M - $1.55M
|
453K
$109M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8.9K- 17.18% |
$1.28M - $1.55M
|
42.9K
$10.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.05K- 9.92% |
$1.3M - $1.58M
|
82.1K
$19.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-9.28K- 4.41% |
$1.34M - $1.62M
|
201K
$48.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.31K- 35.68% |
$1.34M - $1.63M
|
16.8K
$4.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-9.31K- 1.64% |
$1.34M - $1.63M
|
560K
$134M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-9.63K- 17.94% |
$1.39M - $1.68M
|
44K
$10.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.71K- 37.62% |
$1.4M - $1.7M
|
16.1K
$3.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-9.8K- 87.74% |
$1.41M - $1.71M
|
1.37K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9.81K- 31.5% |
$1.41M - $1.71M
|
21.3K
$5.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-9.89K- 70.65% |
$1.42M - $1.73M
|
4.11K
$985K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-9.9K- 59.25% |
$1.42M - $1.73M
|
6.81K
$1.63M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-10.1K- 58.67% |
$1.45M - $1.76M
|
7.09K
$1.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-10.2K- 37.58% |
$1.47M - $1.78M
|
17K
$4.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-10.2K- 84.0% |
$1.47M - $1.78M
|
1.95K
$467K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-10.2K- 26.27% |
$1.47M - $1.79M
|
28.7K
$6.89M
|