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 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
99+ 7.04% |
$19.1K - $22.9K
|
1.51K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
99+ 0.54% |
$19.1K - $22.9K
|
18.4K
$4.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
97+ 2.22% |
$18.7K - $22.4K
|
4.46K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
96+ 0.06% |
$18.5K - $22.2K
|
166K
$39.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
96+ 7.33% |
$18.5K - $22.2K
|
1.41K
$337K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
93+ 6.68% |
$17.9K - $21.5K
|
1.49K
$357K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
92+ 0.23% |
$17.7K - $21.3K
|
40K
$9.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
91+ 4.57% |
$17.5K - $21.1K
|
2.08K
$500K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
90+ 1.35% |
$17.3K - $20.8K
|
6.78K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
90+ 0.43% |
$17.3K - $20.8K
|
21.2K
$5.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
88+ 6.03% |
$16.9K - $20.4K
|
1.55K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
87+ 0.36% |
$16.8K - $20.1K
|
24.3K
$5.82M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
86+ 1.96% |
$16.6K - $19.9K
|
4.48K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
83+ 1.87% |
$16K - $19.2K
|
4.52K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
83+ 0.57% |
$16K - $19.2K
|
14.7K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
83+ 3.32% |
$16K - $19.2K
|
2.58K
$620K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
82+ 6.48% |
$15.8K - $19K
|
1.35K
$323K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
81+ 0.67% |
$15.6K - $18.7K
|
12.2K
$2.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
81+ 0.87% |
$15.6K - $18.7K
|
9.42K
$2.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
79+ 10.31% |
$15.2K - $18.3K
|
845
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
78+ 0.65% |
$15K - $18K
|
12K
$2.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
78+ 3.44% |
$15K - $18K
|
2.35K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
75+ 0.34% |
$14.4K - $17.4K
|
22.2K
$5.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
72+ 0.01% |
$13.9K - $16.7K
|
791K
$190M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
71+ 3.96% |
$13.7K - $16.4K
|
1.87K
$448K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
69+ 5.34% |
$13.3K - $16K
|
1.36K
$327K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
65+ 0.65% |
$12.5K - $15K
|
10.1K
$2.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
65+ 4.85% |
$12.5K - $15K
|
1.4K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
65+ 46.1% |
$12.5K - $15K
|
206
$49.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
64+ 0.17% |
$12.3K - $14.8K
|
38.2K
$9.17M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
63+ 7.86% |
$12.1K - $14.6K
|
865
$208K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
63+ 0.85% |
$12.1K - $14.6K
|
7.5K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
63+ 2.9% |
$12.1K - $14.6K
|
2.23K
$536K
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
62+ 0.93% |
$11.9K - $14.3K
|
6.74K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
61New |
$11.7K - $14.1K
|
61
$14.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
61+ 5.68% |
$11.7K - $14.1K
|
1.14K
$272K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
60+ 6.42% |
$11.6K - $13.9K
|
995
$239K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
60+ 1.07% |
$11.6K - $13.9K
|
5.68K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 2.07% |
$11.6K - $13.9K
|
2.95K
$708K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
60+ 3.62% |
$11.6K - $13.9K
|
1.72K
$412K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
55+ 3.2% |
$10.6K - $12.7K
|
1.78K
$426K
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
55+ 2.69% |
$10.6K - $12.7K
|
2.1K
$504K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
53+ 0.81% |
$10.2K - $12.3K
|
6.59K
$1.58M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
53+ 1.37% |
$10.2K - $12.3K
|
3.92K
$941K
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
BUY
|
- |
52+ 0.17% |
$10K - $12K
|
30.6K
$7.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
52+ 2.23% |
$10K - $12K
|
2.38K
$572K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
51+ 0.96% |
$9.82K - $11.8K
|
5.35K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
51New |
$9.82K - $11.8K
|
51
$12.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 0.65% |
$9.63K - $11.6K
|
7.77K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
50+ 0.42% |
$9.63K - $11.6K
|
12.1K
$2.9M
|