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 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-40- 0.47% |
$7.7K - $9.26K
|
8.47K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-40- 1.98% |
$7.7K - $9.26K
|
1.99K
$410K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.28% |
$7.89K - $9.49K
|
3.16K
$651K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-41- 14.04% |
$7.89K - $9.49K
|
251
$51.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-41- 0.63% |
$7.89K - $9.49K
|
6.47K
$1.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-41- 0.82% |
$7.89K - $9.49K
|
4.99K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-42- 2.24% |
$8.09K - $9.72K
|
1.84K
$379K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-42- 2.79% |
$8.09K - $9.72K
|
1.46K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-42- 0.19% |
$8.09K - $9.72K
|
22.4K
$4.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-43- 3.28% |
$8.28K - $9.95K
|
1.27K
$261K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-43- 1.08% |
$8.28K - $9.95K
|
3.92K
$810K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-43- 1.26% |
$8.28K - $9.95K
|
3.37K
$695K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-44- 0.08% |
$8.47K - $10.2K
|
51.9K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-44- 0.8% |
$8.47K - $10.2K
|
5.49K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-45- 4.19% |
$8.66K - $10.4K
|
1.03K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-47- 2.46% |
$9.05K - $10.9K
|
1.86K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-47- 0.33% |
$9.05K - $10.9K
|
14.1K
$2.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-48- 11.71% |
$9.24K - $11.1K
|
362
$74.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-49- 3.62% |
$9.43K - $11.3K
|
1.3K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-49- 4.14% |
$9.43K - $11.3K
|
1.13K
$234K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-50- 4.07% |
$9.63K - $11.6K
|
1.18K
$244K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-50- 16.67% |
$9.63K - $11.6K
|
250
$51.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-50- 0.71% |
$9.63K - $11.6K
|
7.01K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-50- 0.97% |
$9.63K - $11.6K
|
5.1K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-50- 0.52% |
$9.63K - $11.6K
|
9.63K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-50- 0.44% |
$9.63K - $11.6K
|
11.4K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-50- 2.9% |
$9.63K - $11.6K
|
1.68K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-50- 33.11% |
$9.63K - $11.6K
|
101
$20.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-51- 0.59% |
$9.82K - $11.8K
|
8.56K
$1.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-51- 3.82% |
$9.82K - $11.8K
|
1.28K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-52- 0.5% |
$10K - $12K
|
10.4K
$2.16M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-53- 3.53% |
$10.2K - $12.3K
|
1.45K
$299K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-53- 0.58% |
$10.2K - $12.3K
|
9.03K
$1.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-55- 2.07% |
$10.6K - $12.7K
|
2.6K
$537K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-57- 0.1% |
$11K - $13.2K
|
57K
$11.8M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-58- 4.38% |
$11.2K - $13.4K
|
1.27K
$261K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-59- 3.96% |
$11.4K - $13.7K
|
1.43K
$295K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-62- 0.29% |
$11.9K - $14.3K
|
21K
$4.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-65- 4.74% |
$12.5K - $15K
|
1.31K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-66- 0.6% |
$12.7K - $15.3K
|
10.9K
$2.25M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-67- 4.19% |
$12.9K - $15.5K
|
1.53K
$316K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-68- 6.23% |
$13.1K - $15.7K
|
1.02K
$211K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-68- 5.52% |
$13.1K - $15.7K
|
1.16K
$240K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-69- 2.88% |
$13.3K - $16K
|
2.33K
$480K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-69- 1.32% |
$13.3K - $16K
|
5.16K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-70- 7.04% |
$13.5K - $16.2K
|
925
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-70- 50.0% |
$13.5K - $16.2K
|
70
$14.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-70- 0.28% |
$13.5K - $16.2K
|
25.3K
$5.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-71- 0.4% |
$13.7K - $16.4K
|
17.8K
$3.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-72- 2.65% |
$13.9K - $16.7K
|
2.65K
$547K
|