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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
512+ 4.63% |
$98.6K - $118K
|
11.6K
$2.69M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
505+ 0.5% |
$97.2K - $117K
|
101K
$23.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
500+ 4.97% |
$96.3K - $116K
|
10.6K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
490+ 18.63% |
$94.3K - $113K
|
3.12K
$725K
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
485+ 3.46% |
$93.4K - $112K
|
14.5K
$3.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
483+ 2.31% |
$93K - $112K
|
21.4K
$4.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
480New |
$92.4K - $111K
|
480
$111K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
479+ 31.37% |
$92.2K - $111K
|
2.01K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
473+ 13.11% |
$91.1K - $109K
|
4.08K
$948K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
469+ 9.91% |
$90.3K - $109K
|
5.2K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
460+ 13.12% |
$88.6K - $106K
|
3.97K
$921K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
458+ 1.62% |
$88.2K - $106K
|
28.7K
$6.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
456+ 5.69% |
$87.8K - $106K
|
8.47K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
455+ 6.89% |
$87.6K - $105K
|
7.06K
$1.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
451+ 4.51% |
$86.8K - $104K
|
10.4K
$2.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
448+ 3.26% |
$86.3K - $104K
|
14.2K
$3.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
435+ 11.49% |
$83.8K - $101K
|
4.22K
$980K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
432+ 1.66% |
$83.2K - $100K
|
26.4K
$6.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
429+ 19.76% |
$82.6K - $99.3K
|
2.6K
$604K
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
429+ 0.92% |
$82.6K - $99.3K
|
47.2K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
427+ 0.84% |
$82.2K - $98.8K
|
51.5K
$12M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
422+ 8.93% |
$81.2K - $97.7K
|
5.15K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
415+ 32.02% |
$79.9K - $96K
|
1.71K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
414+ 3763.64% |
$79.7K - $95.8K
|
425
$98.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
410+ 14.44% |
$78.9K - $94.9K
|
3.25K
$755K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
407+ 16.0% |
$78.4K - $94.2K
|
2.95K
$685K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
407+ 9.05% |
$78.4K - $94.2K
|
4.9K
$1.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
406+ 5.18% |
$78.2K - $94K
|
8.24K
$1.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
400+ 19.46% |
$77K - $92.6K
|
2.46K
$570K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
400+ 20.94% |
$77K - $92.6K
|
2.31K
$536K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
397+ 4.05% |
$76.4K - $91.9K
|
10.2K
$2.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
393+ 12.37% |
$75.7K - $90.9K
|
3.57K
$829K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
392+ 61.06% |
$75.5K - $90.7K
|
1.03K
$240K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
389+ 58.58% |
$74.9K - $90K
|
1.05K
$245K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
385+ 4.74% |
$74.1K - $89.1K
|
8.5K
$1.97M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
383+ 5.79% |
$73.7K - $88.6K
|
7K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
380+ 3.38% |
$73.2K - $87.9K
|
11.6K
$2.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
375+ 2.62% |
$72.2K - $86.8K
|
14.7K
$3.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
371+ 138.43% |
$71.4K - $85.9K
|
639
$148K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
369+ 31.57% |
$71K - $85.4K
|
1.54K
$357K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
361+ 12.28% |
$69.5K - $83.5K
|
3.3K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
361+ 0.16% |
$69.5K - $83.5K
|
222K
$51.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
360+ 2.9% |
$69.3K - $83.3K
|
12.8K
$2.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
358+ 25.57% |
$68.9K - $82.8K
|
1.76K
$408K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
357+ 2.29% |
$68.7K - $82.6K
|
15.9K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
356+ 7.02% |
$68.5K - $82.4K
|
5.43K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
354+ 0.83% |
$68.2K - $81.9K
|
42.9K
$9.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
354+ 23.27% |
$68.2K - $81.9K
|
1.88K
$435K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
351+ 5.14% |
$67.6K - $81.2K
|
7.18K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
350+ 3.24% |
$67.4K - $81K
|
11.1K
$2.59M
|