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 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$193 - $231
|
2.81K
$653K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 0.58% |
$193 - $231
|
172
$39.9K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-2- 0.04% |
$385 - $463
|
5.37K
$1.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-2- 0.03% |
$385 - $463
|
7.09K
$1.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-2- 0.11% |
$385 - $463
|
1.77K
$410K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2- 0.04% |
$385 - $463
|
5.69K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-3- 0.07% |
$578 - $694
|
4.42K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3- 0.12% |
$578 - $694
|
2.51K
$583K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-3- 0.03% |
$578 - $694
|
9.23K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3- 0.35% |
$578 - $694
|
852
$198K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4- 0.02% |
$770 - $926
|
22K
$5.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-4- 0.14% |
$770 - $926
|
2.79K
$648K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-4- 0.32% |
$770 - $926
|
1.24K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.35% |
$770 - $926
|
1.13K
$263K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-5- 0.01% |
$963 - $1.16K
|
34.9K
$8.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-5- 0.26% |
$963 - $1.16K
|
1.9K
$441K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-5- 0.3% |
$963 - $1.16K
|
1.64K
$381K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-5- 0.09% |
$963 - $1.16K
|
5.78K
$1.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6- 0.16% |
$1.16K - $1.39K
|
3.85K
$893K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-6- 0.11% |
$1.16K - $1.39K
|
5.28K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-6- 0.36% |
$1.16K - $1.39K
|
1.65K
$383K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-7- 0.13% |
$1.35K - $1.62K
|
5.47K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-7- 0.22% |
$1.35K - $1.62K
|
3.25K
$754K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7- 0.32% |
$1.35K - $1.62K
|
2.19K
$510K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-7- 0.71% |
$1.35K - $1.62K
|
977
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-7- 0.66% |
$1.35K - $1.62K
|
1.06K
$246K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-8- 0.37% |
$1.54K - $1.85K
|
2.13K
$494K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-8- 0.59% |
$1.54K - $1.85K
|
1.36K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-9- 0.23% |
$1.73K - $2.08K
|
3.84K
$892K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-9- 0.71% |
$1.73K - $2.08K
|
1.25K
$291K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-10- 0.57% |
$1.93K - $2.31K
|
1.75K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-10- 0.63% |
$1.93K - $2.31K
|
1.57K
$364K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-11- 0.42% |
$2.12K - $2.55K
|
2.59K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-11- 0.9% |
$2.12K - $2.55K
|
1.21K
$280K
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-12- 0.48% |
$2.31K - $2.78K
|
2.5K
$579K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-12- 1.04% |
$2.31K - $2.78K
|
1.14K
$265K
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-12- 0.06% |
$2.31K - $2.78K
|
19.2K
$4.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 9.92% |
$2.31K - $2.78K
|
109
$25.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-13- 1.81% |
$2.5K - $3.01K
|
704
$163K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-13- 0.81% |
$2.5K - $3.01K
|
1.58K
$368K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-13- 0.23% |
$2.5K - $3.01K
|
5.67K
$1.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
SELL
|
- |
-14- 0.15% |
$2.7K - $3.24K
|
9.32K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-14- 1.63% |
$2.7K - $3.24K
|
845
$196K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-14- 0.95% |
$2.7K - $3.24K
|
1.46K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-15- 0.29% |
$2.89K - $3.47K
|
5.24K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-16- 0.08% |
$3.08K - $3.7K
|
20.9K
$4.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-16- 1.4% |
$3.08K - $3.7K
|
1.13K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-16- 0.73% |
$3.08K - $3.7K
|
2.17K
$505K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-17- 5.28% |
$3.27K - $3.93K
|
305
$70.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-19- 11.05% |
$3.66K - $4.4K
|
153
$35.5K
|