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 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
349+ 1.37% |
$67.2K - $80.8K
|
25.8K
$5.99M
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
345+ 38.55% |
$66.4K - $79.8K
|
1.24K
$288K
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
344+ 1.8% |
$66.2K - $79.6K
|
19.4K
$4.51M
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
340+ 8.44% |
$65.5K - $78.7K
|
4.37K
$1.01M
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
340+ 9.05% |
$65.5K - $78.7K
|
4.1K
$951K
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
337+ 10.75% |
$64.9K - $78K
|
3.47K
$806K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
332+ 0.39% |
$63.9K - $76.8K
|
85.1K
$19.8M
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
331+ 19.7% |
$63.7K - $76.6K
|
2.01K
$467K
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
331+ 18.38% |
$63.7K - $76.6K
|
2.13K
$495K
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
329+ 2.9% |
$63.3K - $76.1K
|
11.7K
$2.71M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
324+ 1.07% |
$62.4K - $75K
|
30.7K
$7.13M
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
320+ 28.17% |
$61.6K - $74.1K
|
1.46K
$338K
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
318+ 2.65% |
$61.2K - $73.6K
|
12.3K
$2.86M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
316New |
$60.8K - $73.1K
|
316
$73.4K
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
315+ 5.24% |
$60.6K - $72.9K
|
6.33K
$1.47M
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
315+ 1.45% |
$60.6K - $72.9K
|
22.1K
$5.13M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
313+ 19.27% |
$60.3K - $72.4K
|
1.94K
$450K
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
310New |
$59.7K - $71.7K
|
310
$72K
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
306+ 3.24% |
$58.9K - $70.8K
|
9.77K
$2.27M
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
300+ 8.01% |
$57.8K - $69.4K
|
4.04K
$939K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
298+ 5.88% |
$57.4K - $69K
|
5.37K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
296+ 1.37% |
$57K - $68.5K
|
21.9K
$5.07M
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
292New |
$56.2K - $67.6K
|
292
$67.8K
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
290+ 15.69% |
$55.8K - $67.1K
|
2.14K
$497K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
290+ 5.97% |
$55.8K - $67.1K
|
5.15K
$1.2M
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
290+ 1.93% |
$55.8K - $67.1K
|
15.3K
$3.56M
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
290+ 0.77% |
$55.8K - $67.1K
|
37.9K
$8.8M
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
290+ 14.79% |
$55.8K - $67.1K
|
2.25K
$523K
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
288+ 2.37% |
$55.4K - $66.6K
|
12.5K
$2.89M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
285+ 1.81% |
$54.9K - $66K
|
16.1K
$3.73M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
285+ 0.49% |
$54.9K - $66K
|
58.6K
$13.6M
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
284+ 2.98% |
$54.7K - $65.7K
|
9.82K
$2.28M
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
283New |
$54.5K - $65.5K
|
283
$65.7K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
281+ 2.12% |
$54.1K - $65K
|
13.6K
$3.15M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
280+ 17.89% |
$53.9K - $64.8K
|
1.85K
$428K
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
276+ 3.41% |
$53.1K - $63.9K
|
8.38K
$1.95M
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
BUY
|
- |
276+ 3.53% |
$53.1K - $63.9K
|
8.09K
$1.88M
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
275+ 5.08% |
$52.9K - $63.6K
|
5.69K
$1.32M
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
274+ 1.48% |
$52.8K - $63.4K
|
18.8K
$4.36M
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
273+ 1.99% |
$52.6K - $63.2K
|
14K
$3.26M
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
272+ 21.52% |
$52.4K - $62.9K
|
1.54K
$357K
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
271+ 4.13% |
$52.2K - $62.7K
|
6.84K
$1.59M
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
271+ 4.13% |
$52.2K - $62.7K
|
6.84K
$1.59M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
261+ 2.13% |
$50.3K - $60.4K
|
12.5K
$2.91M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
257+ 10.1% |
$49.5K - $59.5K
|
2.8K
$651K
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
257+ 2.06% |
$49.5K - $59.5K
|
12.7K
$2.96M
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
256+ 4.35% |
$49.3K - $59.2K
|
6.14K
$1.43M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
254+ 11.03% |
$48.9K - $58.8K
|
2.56K
$594K
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
253+ 8.86% |
$48.7K - $58.5K
|
3.11K
$722K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
253+ 8.59% |
$48.7K - $58.5K
|
3.2K
$742K
|