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
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-84- 1.36% |
$16.2K - $19.4K
|
6.08K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-84- 2.91% |
$16.2K - $19.4K
|
2.8K
$651K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 0.97% |
$16.8K - $20.1K
|
8.86K
$2.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-88- 7.65% |
$16.9K - $20.4K
|
1.06K
$247K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-89- 2.41% |
$17.1K - $20.6K
|
3.6K
$836K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-90- 1.48% |
$17.3K - $20.8K
|
6K
$1.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-91- 2.86% |
$17.5K - $21.1K
|
3.09K
$718K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-92- 1.65% |
$17.7K - $21.3K
|
5.49K
$1.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-92- 5.97% |
$17.7K - $21.3K
|
1.45K
$336K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-94- 0.78% |
$18.1K - $21.8K
|
12K
$2.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-96- 0.65% |
$18.5K - $22.2K
|
14.8K
$3.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-96- 5.83% |
$18.5K - $22.2K
|
1.55K
$360K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-99- 8.92% |
$19.1K - $22.9K
|
1.01K
$235K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-99- 2.96% |
$19.1K - $22.9K
|
3.24K
$753K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-100- 0.92% |
$19.3K - $23.1K
|
10.8K
$2.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-100- 1.45% |
$19.3K - $23.1K
|
6.78K
$1.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-100- 0.14% |
$19.3K - $23.1K
|
70.8K
$16.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-100- 3.34% |
$19.3K - $23.1K
|
2.9K
$672K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-100- 0.75% |
$19.3K - $23.1K
|
13.3K
$3.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-100- 0.81% |
$19.3K - $23.1K
|
12.3K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-100- 3.54% |
$19.3K - $23.1K
|
2.72K
$632K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-101- 2.9% |
$19.4K - $23.4K
|
3.39K
$786K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-102- 53.13% |
$19.6K - $23.6K
|
90
$20.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-102- 4.5% |
$19.6K - $23.6K
|
2.17K
$503K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-103- 31.02% |
$19.8K - $23.8K
|
229
$53.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-104- 0.98% |
$20K - $24.1K
|
10.5K
$2.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-105- 3.96% |
$20.2K - $24.3K
|
2.55K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-105- 0.38% |
$20.2K - $24.3K
|
27.8K
$6.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-106- 4.98% |
$20.4K - $24.5K
|
2.02K
$470K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-108- 10.34% |
$20.8K - $25K
|
936
$217K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-111- 0.39% |
$21.4K - $25.7K
|
28K
$6.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-113- 27.16% |
$21.8K - $26.1K
|
303
$70.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-116- 0.86% |
$22.3K - $26.8K
|
13.4K
$3.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-116- 2.96% |
$22.3K - $26.8K
|
3.8K
$882K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-119- 3.37% |
$22.9K - $27.5K
|
3.41K
$793K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-120- 1.73% |
$23.1K - $27.8K
|
6.81K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-120- 1.19% |
$23.1K - $27.8K
|
9.99K
$2.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-121- 0.99% |
$23.3K - $28K
|
12.1K
$2.81M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-121- 0.99% |
$23.3K - $28K
|
12.1K
$2.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-122- 3.98% |
$23.5K - $28.2K
|
2.94K
$683K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-122- 0.53% |
$23.5K - $28.2K
|
22.8K
$5.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-123- 3.09% |
$23.7K - $28.5K
|
3.85K
$895K
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-124- 10.25% |
$23.9K - $28.7K
|
1.09K
$252K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-126- 3.44% |
$24.3K - $29.2K
|
3.54K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-126- 3.38% |
$24.3K - $29.2K
|
3.6K
$836K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-127- 2.79% |
$24.5K - $29.4K
|
4.43K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-128- 3.36% |
$24.6K - $29.6K
|
3.69K
$856K
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-128- 7.04% |
$24.6K - $29.6K
|
1.69K
$393K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-129- 18.56% |
$24.8K - $29.9K
|
566
$131K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-136- 3.43% |
$26.2K - $31.5K
|
3.83K
$888K
|