Purchases and Sales Made in Q2 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q2 2024. 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 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
713+ 70.66% |
$137K - $165K
|
1.72K
$400K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
712+ 2.56% |
$137K - $165K
|
28.5K
$6.62M
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
700+ 131.83% |
$135K - $162K
|
1.23K
$286K
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
BUY
|
- |
700+ 3.13% |
$135K - $162K
|
23.1K
$5.36M
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
695+ 238.83% |
$134K - $161K
|
986
$229K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
695+ 23.54% |
$134K - $161K
|
3.65K
$847K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
689+ 44.92% |
$133K - $159K
|
2.22K
$516K
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
688+ 31.07% |
$132K - $159K
|
2.9K
$674K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
678+ 67.46% |
$131K - $157K
|
1.68K
$391K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
677+ 49.02% |
$130K - $157K
|
2.06K
$478K
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
674+ 1.65% |
$130K - $156K
|
41.4K
$9.62M
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
673+ 4.1% |
$130K - $156K
|
17.1K
$3.97M
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
663+ 63.26% |
$128K - $153K
|
1.71K
$397K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
662+ 27.31% |
$127K - $153K
|
3.09K
$717K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
660+ 9.58% |
$127K - $153K
|
7.55K
$1.75M
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
651+ 4.93% |
$125K - $151K
|
13.8K
$3.21M
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
647+ 66.09% |
$125K - $150K
|
1.63K
$378K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
640+ 556.52% |
$123K - $148K
|
755
$175K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
640+ 5.11% |
$123K - $148K
|
13.2K
$3.06M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
633+ 1.93% |
$122K - $146K
|
33.5K
$7.78M
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
629+ 2.64% |
$121K - $146K
|
24.5K
$5.69M
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
623+ 93.12% |
$120K - $144K
|
1.29K
$300K
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
622+ 27.01% |
$120K - $144K
|
2.93K
$679K
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
618+ 3.27% |
$119K - $143K
|
19.5K
$4.53M
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
616+ 28.41% |
$119K - $143K
|
2.78K
$647K
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
603+ 13.91% |
$116K - $140K
|
4.94K
$1.15M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
601+ 5.99% |
$116K - $139K
|
10.6K
$2.47M
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
598+ 2.43% |
$115K - $138K
|
25.2K
$5.86M
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
587+ 14.75% |
$113K - $136K
|
4.57K
$1.06M
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
585+ 53.18% |
$113K - $135K
|
1.69K
$391K
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
582+ 38.39% |
$112K - $135K
|
2.1K
$487K
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
581+ 5.66% |
$112K - $134K
|
10.8K
$2.52M
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
579+ 0.62% |
$111K - $134K
|
94.5K
$22M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
579+ 88.8% |
$111K - $134K
|
1.23K
$286K
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
572+ 21.63% |
$110K - $132K
|
3.22K
$747K
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
568+ 4.28% |
$109K - $131K
|
13.8K
$3.21M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
560+ 1.29% |
$108K - $130K
|
44.1K
$10.3M
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
557+ 31.15% |
$107K - $129K
|
2.35K
$545K
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
553+ 1.86% |
$106K - $128K
|
30.3K
$7.03M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
550+ 20.84% |
$106K - $127K
|
3.19K
$741K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
550+ 10.26% |
$106K - $127K
|
5.91K
$1.37M
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
549+ 330.72% |
$106K - $127K
|
715
$166K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
546+ 2.95% |
$105K - $126K
|
19.1K
$4.43M
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
536+ 1.92% |
$103K - $124K
|
28.5K
$6.62M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
532+ 4.14% |
$102K - $123K
|
13.4K
$3.11M
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
531+ 2.1% |
$102K - $123K
|
25.9K
$6.01M
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
530+ 2.34% |
$102K - $123K
|
23.1K
$5.37M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
528+ 5.56% |
$102K - $122K
|
10K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
513+ 1.01% |
$98.8K - $119K
|
51.5K
$12M
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
512New |
$98.6K - $118K
|
512
$119K
|