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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17+ 70.83% |
$3.27K - $3.93K
|
41
$9.84K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17+ 0.62% |
$3.27K - $3.93K
|
2.77K
$665K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14New |
$2.7K - $3.24K
|
14
$3.36K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
14+ 0.17% |
$2.7K - $3.24K
|
8.14K
$1.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
14New |
$2.7K - $3.24K
|
14
$3.36K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
14+ 1.13% |
$2.7K - $3.24K
|
1.25K
$299K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
13+ 0.22% |
$2.5K - $3.01K
|
5.87K
$1.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
13+ 0.94% |
$2.5K - $3.01K
|
1.4K
$335K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
13+ 0.18% |
$2.5K - $3.01K
|
7.15K
$1.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
BUY
|
- |
12+ 0.7% |
$2.31K - $2.78K
|
1.74K
$417K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
12+ 0.03% |
$2.31K - $2.78K
|
38.4K
$9.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
12+ 3.96% |
$2.31K - $2.78K
|
315
$75.6K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
12+ 0.76% |
$2.31K - $2.78K
|
1.6K
$383K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10+ 0.18% |
$1.93K - $2.31K
|
5.58K
$1.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 1.94% |
$1.93K - $2.31K
|
526
$126K
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.82% |
$1.93K - $2.31K
|
1.23K
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
10+ 0.17% |
$1.93K - $2.31K
|
5.95K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
10+ 5.18% |
$1.93K - $2.31K
|
203
$48.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
BUY
|
- |
9+ 0.55% |
$1.73K - $2.08K
|
1.65K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
9+ 0.12% |
$1.73K - $2.08K
|
7.63K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
8+ 0.41% |
$1.54K - $1.85K
|
1.97K
$472K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
8+ 0.02% |
$1.54K - $1.85K
|
34.6K
$8.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8New |
$1.54K - $1.85K
|
8
$1.92K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7+ 0.06% |
$1.35K - $1.62K
|
11.6K
$2.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7+ 0.19% |
$1.35K - $1.62K
|
3.72K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
6+ 0.61% |
$1.16K - $1.39K
|
992
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6+ 0.56% |
$1.16K - $1.39K
|
1.09K
$261K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 0.22% |
$1.16K - $1.39K
|
2.77K
$664K
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
6+ 0.24% |
$1.16K - $1.39K
|
2.54K
$609K
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
6+ 0.59% |
$1.16K - $1.39K
|
1.02K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.17% |
$1.16K - $1.39K
|
3.6K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.21% |
$1.16K - $1.39K
|
2.86K
$687K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
6+ 0.44% |
$1.16K - $1.39K
|
1.38K
$331K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.11% |
$963 - $1.16K
|
4.58K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.13% |
$963 - $1.16K
|
3.94K
$946K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
5+ 0.4% |
$963 - $1.16K
|
1.27K
$304K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.16% |
$963 - $1.16K
|
3.06K
$734K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
5+ 0.08% |
$963 - $1.16K
|
6.06K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
5+ 0.03% |
$963 - $1.16K
|
14.5K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
5+ 0.15% |
$963 - $1.16K
|
3.32K
$797K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5+ 0.17% |
$963 - $1.16K
|
2.88K
$690K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5+ 6.94% |
$963 - $1.16K
|
77
$18.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.26% |
$770 - $926
|
1.57K
$376K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
4+ 0.13% |
$770 - $926
|
3.09K
$741K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4+ 0.15% |
$770 - $926
|
2.63K
$630K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$770 - $926
|
2.04K
$490K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.18% |
$770 - $926
|
2.29K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
4+ 0.12% |
$770 - $926
|
3.32K
$797K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4+ 0.14% |
$770 - $926
|
2.87K
$688K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.11% |
$578 - $694
|
2.77K
$666K
|