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 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
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-13- 0.23% |
$2.5K - $3.01K
|
5.67K
$1.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
SELL
|
- |
-14- 0.15% |
$2.7K - $3.24K
|
9.32K
$2.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-14- 1.63% |
$2.7K - $3.24K
|
845
$195K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-14- 0.95% |
$2.7K - $3.24K
|
1.46K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-15- 0.29% |
$2.89K - $3.47K
|
5.24K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-16- 0.08% |
$3.08K - $3.7K
|
20.9K
$4.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-16- 1.4% |
$3.08K - $3.7K
|
1.13K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-16- 0.73% |
$3.08K - $3.7K
|
2.17K
$502K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-17- 5.28% |
$3.27K - $3.93K
|
305
$70.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-19- 11.05% |
$3.66K - $4.4K
|
153
$35.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-19- 0.86% |
$3.66K - $4.4K
|
2.18K
$504K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-20- 1.18% |
$3.85K - $4.63K
|
1.67K
$386K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-21- 0.63% |
$4.04K - $4.86K
|
3.3K
$763K
|
|
|
Aug 06, 2024
Q2 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-21- 8.79% |
$4.04K - $4.86K
|
218
$50.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-22- 1.19% |
$4.24K - $5.09K
|
1.83K
$421K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-22- 0.45% |
$4.24K - $5.09K
|
4.87K
$1.12M
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-22- 2.64% |
$4.24K - $5.09K
|
810
$187K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-23- 0.31% |
$4.43K - $5.32K
|
7.33K
$1.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-23- 1.7% |
$4.43K - $5.32K
|
1.33K
$306K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-24- 1.31% |
$4.62K - $5.55K
|
1.8K
$416K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-24- 2.28% |
$4.62K - $5.55K
|
1.03K
$238K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-24- 2.4% |
$4.62K - $5.55K
|
974
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-24- 0.33% |
$4.62K - $5.55K
|
7.33K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-25- 1.25% |
$4.81K - $5.79K
|
1.98K
$456K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-25- 0.03% |
$4.81K - $5.79K
|
97.3K
$22.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-25- 0.92% |
$4.81K - $5.79K
|
2.69K
$620K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-25- 0.18% |
$4.81K - $5.79K
|
13.9K
$3.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-25- 1.36% |
$4.81K - $5.79K
|
1.81K
$417K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
SELL
|
- |
-25- 0.24% |
$4.81K - $5.79K
|
10.2K
$2.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 0.03% |
$4.81K - $5.79K
|
73.2K
$16.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-25- 1.18% |
$4.81K - $5.79K
|
2.09K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-26- 0.67% |
$5.01K - $6.02K
|
3.84K
$887K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-27- 1.03% |
$5.2K - $6.25K
|
2.59K
$598K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-27- 0.19% |
$5.2K - $6.25K
|
14.3K
$3.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-28- 1.3% |
$5.39K - $6.48K
|
2.13K
$491K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-29- 0.84% |
$5.58K - $6.71K
|
3.44K
$793K
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-29- 12.08% |
$5.58K - $6.71K
|
211
$48.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-29Closed |
$5.58K - $6.71K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-29- 0.42% |
$5.58K - $6.71K
|
6.8K
$1.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-30- 1.07% |
$5.78K - $6.94K
|
2.77K
$639K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-30- 1.68% |
$5.78K - $6.94K
|
1.76K
$406K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-30- 1.41% |
$5.78K - $6.94K
|
2.1K
$484K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-30- 5.24% |
$5.78K - $6.94K
|
542
$125K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-32- 0.63% |
$6.16K - $7.41K
|
5.06K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-33- 2.51% |
$6.35K - $7.64K
|
1.28K
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-35- 0.21% |
$6.74K - $8.1K
|
16.6K
$3.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-35- 0.81% |
$6.74K - $8.1K
|
4.27K
$985K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-36- 0.8% |
$6.93K - $8.33K
|
4.44K
$1.03M
|