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 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
251+ 7.42% |
$48.3K - $58.1K
|
3.63K
$872K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
250+ 9.69% |
$48.1K - $57.9K
|
2.83K
$679K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
250+ 64.94% |
$48.1K - $57.9K
|
635
$152K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
248+ 1.16% |
$47.7K - $57.4K
|
21.7K
$5.2M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
245+ 0.64% |
$47.2K - $56.7K
|
38.7K
$9.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
242New |
$46.6K - $56K
|
242
$58.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
241+ 0.36% |
$46.4K - $55.8K
|
67.8K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
240+ 0.86% |
$46.2K - $55.5K
|
28.1K
$6.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
240+ 2.29% |
$46.2K - $55.5K
|
10.7K
$2.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
236+ 1.73% |
$45.4K - $54.6K
|
13.9K
$3.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
236+ 0.18% |
$45.4K - $54.6K
|
133K
$32M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
235+ 6.82% |
$45.2K - $54.4K
|
3.68K
$883K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
235+ 3.19% |
$45.2K - $54.4K
|
7.61K
$1.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
234+ 3.73% |
$45.1K - $54.1K
|
6.5K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
231+ 1.17% |
$44.5K - $53.5K
|
19.9K
$4.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
230+ 14.94% |
$44.3K - $53.2K
|
1.77K
$425K
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
228+ 0.61% |
$43.9K - $52.8K
|
37.8K
$9.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
226+ 1.73% |
$43.5K - $52.3K
|
13.3K
$3.2M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
225+ 43.35% |
$43.3K - $52.1K
|
744
$179K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
221+ 1.74% |
$42.5K - $51.1K
|
12.9K
$3.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
221+ 3.91% |
$42.5K - $51.1K
|
5.88K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
221+ 6.24% |
$42.5K - $51.1K
|
3.77K
$904K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
221+ 6.24% |
$42.5K - $51.1K
|
3.77K
$904K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
209+ 1.89% |
$40.2K - $48.4K
|
11.3K
$2.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
208+ 4.31% |
$40K - $48.1K
|
5.04K
$1.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
201New |
$38.7K - $46.5K
|
201
$48.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 173.91% |
$38.5K - $46.3K
|
315
$75.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
200+ 1.48% |
$38.5K - $46.3K
|
13.7K
$3.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
196+ 4.26% |
$37.7K - $45.4K
|
4.8K
$1.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
195+ 10.62% |
$37.5K - $45.1K
|
2.03K
$487K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
193+ 1.82% |
$37.2K - $44.7K
|
10.8K
$2.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
190+ 1.34% |
$36.6K - $44K
|
14.4K
$3.45M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
190+ 8.09% |
$36.6K - $44K
|
2.54K
$609K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
188+ 0.69% |
$36.2K - $43.5K
|
27.5K
$6.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
188+ 1.18% |
$36.2K - $43.5K
|
16.1K
$3.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
183+ 2.16% |
$35.2K - $42.3K
|
8.66K
$2.08M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
182+ 12.73% |
$35K - $42.1K
|
1.61K
$387K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
181+ 5.49% |
$34.8K - $41.9K
|
3.48K
$834K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
177+ 2.09% |
$34.1K - $41K
|
8.64K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
177+ 44.03% |
$34.1K - $41K
|
579
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
176+ 16.91% |
$33.9K - $40.7K
|
1.22K
$292K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
175+ 1.01% |
$33.7K - $40.5K
|
17.5K
$4.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
174+ 3.93% |
$33.5K - $40.3K
|
4.61K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
172+ 0.5% |
$33.1K - $39.8K
|
34.3K
$8.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
167+ 4.82% |
$32.2K - $38.6K
|
3.63K
$871K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
167+ 1.57% |
$32.2K - $38.6K
|
10.8K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
166+ 0.95% |
$32K - $38.4K
|
17.6K
$4.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
165+ 6.01% |
$31.8K - $38.2K
|
2.91K
$698K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
165+ 402.44% |
$31.8K - $38.2K
|
206
$49.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
165+ 16.98% |
$31.8K - $38.2K
|
1.14K
$273K
|