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 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$578 - $694
|
3.39K
$813K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.15% |
$578 - $694
|
2.02K
$484K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.13% |
$578 - $694
|
2.38K
$570K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3+ 0.15% |
$578 - $694
|
2.06K
$495K
|
|
|
Jul 24, 2024
Q2 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
3+ 0.22% |
$578 - $694
|
1.4K
$335K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3+ 0.21% |
$578 - $694
|
1.41K
$339K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$578 - $694
|
5.05K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.19% |
$578 - $694
|
1.59K
$382K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.11% |
$578 - $694
|
2.85K
$684K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.24% |
$578 - $694
|
1.24K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3+ 0.06% |
$578 - $694
|
4.63K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
3+ 0.11% |
$578 - $694
|
2.66K
$638K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3+ 0.2% |
$578 - $694
|
1.51K
$363K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2+ 0.17% |
$385 - $463
|
1.17K
$280K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.04% |
$385 - $463
|
5.03K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.16% |
$385 - $463
|
1.24K
$296K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.2% |
$385 - $463
|
987
$237K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
2+ 0.2% |
$385 - $463
|
1.02K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.12% |
$385 - $463
|
1.71K
$410K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2+ 0.39% |
$385 - $463
|
518
$124K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2+ 0.19% |
$385 - $463
|
1.05K
$252K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.09% |
$385 - $463
|
2.32K
$556K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2+ 0.05% |
$385 - $463
|
4.06K
$973K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.2% |
$385 - $463
|
995
$239K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2+ 0.03% |
$385 - $463
|
6.2K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 0.16% |
$385 - $463
|
1.29K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2+ 0.07% |
$385 - $463
|
2.71K
$650K
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1+ 0.06% |
$193 - $231
|
1.78K
$426K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1+ 0.06% |
$193 - $231
|
1.79K
$430K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.07% |
$193 - $231
|
1.41K
$337K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$193 - $231
|
4.83K
$1.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.1% |
$193 - $231
|
982
$236K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.37% |
$193 - $231
|
273
$65.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$193 - $231
|
1.2K
$288K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1+ 0.01% |
$193 - $231
|
6.99K
$1.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.09% |
$193 - $231
|
1.16K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.06% |
$193 - $231
|
1.67K
$401K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.33% |
$193 - $231
|
301
$72.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$193 - $231
|
7.27K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$193 - $231
|
1.7K
$409K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.03% |
$193 - $231
|
3.11K
$746K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$193 - $231
|
21.3K
$5.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.57% |
$193 - $231
|
176
$42.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.16% |
$193 - $231
|
630
$151K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$193 - $231
|
2.56K
$615K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.21% |
$193 - $231
|
475
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.35% |
$193 - $231
|
287
$68.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.08% |
$193 - $231
|
1.29K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.08% |
$193 - $231
|
1.25K
$300K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$193 - $231
|
5.4K
$1.3M
|