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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.04K+ 17.22% |
$293K - $356K
|
13.9K
$3.32M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.02K+ 6.55% |
$291K - $353K
|
32.9K
$7.87M
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.02K+ 0.55% |
$291K - $353K
|
372K
$88.8M
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2K+ 7.69% |
$288K - $349K
|
28K
$6.69M
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.99K+ 5.91% |
$286K - $347K
|
35.6K
$8.51M
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.98K+ 67.84% |
$285K - $346K
|
4.91K
$1.17M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.95KNew |
$280K - $340K
|
1.95K
$465K
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.93KNew |
$278K - $337K
|
1.93K
$462K
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.9K+ 2.02% |
$274K - $332K
|
96K
$23M
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.9KNew |
$273K - $331K
|
1.9K
$454K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.9K+ 4.47% |
$273K - $331K
|
44.4K
$10.6M
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.89KNew |
$272K - $329K
|
1.89K
$451K
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.86KNew |
$268K - $325K
|
1.86K
$445K
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.82K+ 10.65% |
$262K - $318K
|
18.9K
$4.52M
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.82KNew |
$262K - $318K
|
1.82K
$435K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.81K+ 3.77% |
$260K - $316K
|
49.7K
$11.9M
|
|
Sep 20, 2024
Q2 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
1.8KNew |
$259K - $315K
|
1.8K
$431K
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.79K+ 54.41% |
$258K - $313K
|
5.08K
$1.21M
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.79KNew |
$257K - $312K
|
1.79K
$427K
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
1.78KNew |
$256K - $310K
|
1.78K
$425K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.76KNew |
$254K - $308K
|
1.76K
$421K
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.76KNew |
$253K - $307K
|
1.76K
$420K
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.75KNew |
$252K - $305K
|
1.75K
$418K
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.73KNew |
$249K - $302K
|
1.73K
$414K
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.72K+ 90.31% |
$248K - $301K
|
3.63K
$868K
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.72KNew |
$247K - $300K
|
1.72K
$411K
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.69KNew |
$243K - $295K
|
1.69K
$404K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.68KNew |
$242K - $293K
|
1.68K
$401K
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.67K+ 4.42% |
$241K - $292K
|
39.5K
$9.45M
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.65KNew |
$237K - $288K
|
1.65K
$394K
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.61K+ 4.16% |
$232K - $281K
|
40.4K
$9.65M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.61K+ 1.25% |
$232K - $281K
|
131K
$31.2M
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.61K+ 91.79% |
$232K - $281K
|
3.36K
$804K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.6K+ 14.03% |
$230K - $279K
|
13K
$3.11M
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.6K+ 61.32% |
$230K - $279K
|
4.2K
$1M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.58K+ 82.08% |
$227K - $276K
|
3.51K
$838K
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
1.57KNew |
$226K - $275K
|
1.57K
$376K
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.57K+ 2.67% |
$225K - $273K
|
60.2K
$14.4M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.57K+ 28.71% |
$225K - $273K
|
7.02K
$1.68M
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.56KNew |
$225K - $273K
|
1.56K
$374K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.53KNew |
$220K - $267K
|
1.53K
$366K
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.53K+ 94.31% |
$220K - $266K
|
3.14K
$752K
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.52K+ 1.13% |
$218K - $265K
|
136K
$32.4M
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.5KNew |
$217K - $263K
|
1.5K
$360K
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$216K - $262K
|
1.5K
$359K
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.48K+ 23.68% |
$213K - $258K
|
7.73K
$1.85M
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.48KNew |
$212K - $258K
|
1.48K
$353K
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
1.46KNew |
$211K - $256K
|
1.46K
$350K
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.46KNew |
$211K - $255K
|
1.46K
$350K
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.44KNew |
$208K - $252K
|
1.44K
$345K
|