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 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
164+ 25.51% |
$31.6K - $38K
|
807
$194K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
164+ 5.11% |
$31.6K - $38K
|
3.38K
$810K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
161+ 3.77% |
$31K - $37.3K
|
4.43K
$1.06M
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
160+ 3.73% |
$30.8K - $37K
|
4.44K
$1.07M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
159+ 2.61% |
$30.6K - $36.8K
|
6.26K
$1.5M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
159New |
$30.6K - $36.8K
|
159
$38.2K
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
157+ 15.17% |
$30.2K - $36.3K
|
1.19K
$286K
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
156+ 0.5% |
$30K - $36.1K
|
31.6K
$7.59M
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
155+ 6.24% |
$29.8K - $35.9K
|
2.64K
$633K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
152+ 11.87% |
$29.3K - $35.2K
|
1.43K
$344K
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
152+ 0.47% |
$29.3K - $35.2K
|
32.8K
$7.86M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
152+ 15.2% |
$29.3K - $35.2K
|
1.15K
$276K
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
151+ 11.23% |
$29.1K - $34.9K
|
1.5K
$359K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
150+ 5.17% |
$28.9K - $34.7K
|
3.05K
$732K
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
150+ 1.21% |
$28.9K - $34.7K
|
12.5K
$3M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
149+ 3.94% |
$28.7K - $34.5K
|
3.93K
$943K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
147+ 12.45% |
$28.3K - $34K
|
1.33K
$319K
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
146+ 3.46% |
$28.1K - $33.8K
|
4.37K
$1.05M
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
142+ 0.79% |
$27.3K - $32.9K
|
18.1K
$4.35M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
140+ 1.1% |
$27K - $32.4K
|
12.8K
$3.08M
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
139+ 7.3% |
$26.8K - $32.2K
|
2.04K
$491K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
138+ 2.18% |
$26.6K - $31.9K
|
6.48K
$1.56M
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
138+ 5.5% |
$26.6K - $31.9K
|
2.65K
$636K
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
136+ 4.02% |
$26.2K - $31.5K
|
3.52K
$844K
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
136+ 0.66% |
$26.2K - $31.5K
|
20.6K
$4.95M
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
129+ 3.6% |
$24.8K - $29.9K
|
3.71K
$890K
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
127+ 1.29% |
$24.5K - $29.4K
|
9.97K
$2.39M
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
126+ 1.29% |
$24.3K - $29.2K
|
9.88K
$2.37M
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
125+ 10.29% |
$24.1K - $28.9K
|
1.34K
$322K
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
125+ 1.05% |
$24.1K - $28.9K
|
12K
$2.89M
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
125+ 9.34% |
$24.1K - $28.9K
|
1.46K
$351K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
122+ 1.88% |
$23.5K - $28.2K
|
6.6K
$1.58M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
121+ 3.14% |
$23.3K - $28K
|
3.98K
$954K
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
121+ 0.3% |
$23.3K - $28K
|
40.4K
$9.69M
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
116+ 1.21% |
$22.3K - $26.8K
|
9.68K
$2.32M
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
116+ 1.11% |
$22.3K - $26.8K
|
10.5K
$2.53M
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
115+ 3.02% |
$22.1K - $26.6K
|
3.93K
$943K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
115+ 5.62% |
$22.1K - $26.6K
|
2.16K
$519K
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
113+ 0.43% |
$21.8K - $26.1K
|
26.2K
$6.29M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
113+ 1.25% |
$21.8K - $26.1K
|
9.19K
$2.2M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
110New |
$21.2K - $25.5K
|
110
$26.4K
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
105+ 0.32% |
$20.2K - $24.3K
|
32.9K
$7.9M
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
104+ 1.17% |
$20K - $24.1K
|
8.98K
$2.16M
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
102+ 9.71% |
$19.6K - $23.6K
|
1.15K
$277K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
102+ 0.14% |
$19.6K - $23.6K
|
74.5K
$17.9M
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
101+ 11.07% |
$19.4K - $23.4K
|
1.01K
$243K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
100New |
$19.3K - $23.1K
|
100
$24K
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
100+ 0.74% |
$19.3K - $23.1K
|
13.6K
$3.27M
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
100+ 5.22% |
$19.3K - $23.1K
|
2.02K
$484K
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
100+ 2.65% |
$19.3K - $23.1K
|
3.88K
$930K
|