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
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-197- 1.05% |
$37.9K - $45.6K
|
18.5K
$4.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-200- 0.96% |
$38.5K - $46.3K
|
20.6K
$4.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-200- 2.83% |
$38.5K - $46.3K
|
6.88K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-200- 5.86% |
$38.5K - $46.3K
|
3.21K
$771K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-201- 10.0% |
$38.7K - $46.5K
|
1.81K
$434K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-202- 4.0% |
$38.9K - $46.7K
|
4.85K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-203- 73.29% |
$39.1K - $47K
|
74
$17.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-205- 1.56% |
$39.5K - $47.4K
|
12.9K
$3.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-206- 3.47% |
$39.7K - $47.7K
|
5.72K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-207- 5.9% |
$39.9K - $47.9K
|
3.3K
$792K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-210- 22.63% |
$40.4K - $48.6K
|
718
$172K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-217- 2.23% |
$41.8K - $50.2K
|
9.5K
$2.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-219- 9.81% |
$42.2K - $50.7K
|
2.01K
$483K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-221- 0.47% |
$42.5K - $51.1K
|
47.2K
$11.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-221- 10.1% |
$42.5K - $51.1K
|
1.97K
$472K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-222- 0.89% |
$42.7K - $51.4K
|
24.7K
$5.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-222- 5.5% |
$42.7K - $51.4K
|
3.82K
$916K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-223- 19.86% |
$42.9K - $51.6K
|
900
$216K
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-226- 3.27% |
$43.5K - $52.3K
|
6.69K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-227- 2.32% |
$43.7K - $52.5K
|
9.55K
$2.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-230- 4.58% |
$44.3K - $53.2K
|
4.79K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-230- 1.07% |
$44.3K - $53.2K
|
21.2K
$5.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-231- 7.03% |
$44.5K - $53.5K
|
3.05K
$733K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-231- 86.52% |
$44.5K - $53.5K
|
36
$8.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-234- 12.17% |
$45.1K - $54.1K
|
1.69K
$405K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-235- 3.79% |
$45.2K - $54.4K
|
5.96K
$1.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-236- 1.05% |
$45.4K - $54.6K
|
22.2K
$5.33M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-240- 2.25% |
$46.2K - $55.5K
|
10.4K
$2.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-240- 18.88% |
$46.2K - $55.5K
|
1.03K
$247K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-245- 14.71% |
$47.2K - $56.7K
|
1.42K
$341K
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-248- 1.48% |
$47.7K - $57.4K
|
16.5K
$3.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-248- 2.28% |
$47.7K - $57.4K
|
10.6K
$2.55M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-248- 5.83% |
$47.7K - $57.4K
|
4.01K
$961K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-250- 1.28% |
$48.1K - $57.9K
|
19.3K
$4.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-252- 4.45% |
$48.5K - $58.3K
|
5.41K
$1.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-256- 14.14% |
$49.3K - $59.2K
|
1.56K
$373K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-257- 1.51% |
$49.5K - $59.5K
|
16.7K
$4.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-258- 15.44% |
$49.7K - $59.7K
|
1.41K
$339K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-266- 5.7% |
$51.2K - $61.6K
|
4.4K
$1.06M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-267- 12.21% |
$51.4K - $61.8K
|
1.92K
$461K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-273- 10.22% |
$52.6K - $63.2K
|
2.4K
$575K
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-281- 1.79% |
$54.1K - $65K
|
15.4K
$3.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-282- 8.89% |
$54.3K - $65.3K
|
2.89K
$693K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-283- 6.2% |
$54.5K - $65.5K
|
4.28K
$1.03M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-284- 1.13% |
$54.7K - $65.7K
|
24.8K
$5.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-285- 6.15% |
$54.9K - $66K
|
4.35K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-289- 1.21% |
$55.6K - $66.9K
|
23.7K
$5.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-290- 2.89% |
$55.8K - $67.1K
|
9.73K
$2.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-291- 2.16% |
$56K - $67.3K
|
13.2K
$3.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-299- 3.48% |
$57.6K - $69.2K
|
8.29K
$1.99M
|