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
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.76K- 0.62% |
$532K - $640K
|
445K
$91.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.83K- 5.58% |
$545K - $656K
|
48K
$9.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.87K- 13.54% |
$552K - $663K
|
18.3K
$3.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.89K- 3.02% |
$555K - $668K
|
92.5K
$19.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.93K- 6.25% |
$564K - $678K
|
44K
$9.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.94K- 4.49% |
$567K - $681K
|
62.7K
$12.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.94K- 13.32% |
$567K - $681K
|
19.2K
$3.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.96K- 1.36% |
$569K - $684K
|
214K
$44.1M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-2.96K- 7.83% |
$570K - $685K
|
34.9K
$7.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.96K- 2.4% |
$571K - $686K
|
121K
$24.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.99K- 59.17% |
$575K - $691K
|
2.06K
$426K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.99K- 2.42% |
$576K - $693K
|
120K
$24.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.1K- 1.8% |
$596K - $716K
|
169K
$34.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-3.12K- 33.85% |
$601K - $722K
|
6.1K
$1.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-3.19K- 0.68% |
$614K - $738K
|
466K
$96.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-3.19K- 6.4% |
$615K - $739K
|
46.7K
$9.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.21K- 6.17% |
$618K - $743K
|
48.8K
$10.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-3.25K- 2.71% |
$626K - $753K
|
117K
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.58K- 8.12% |
$689K - $828K
|
40.5K
$8.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.7K- 0.91% |
$713K - $856K
|
402K
$83M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.79K- 18.3% |
$730K - $877K
|
16.9K
$3.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.86K- 0.47% |
$744K - $894K
|
827K
$171M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.93K- 3.21% |
$757K - $909K
|
118K
$24.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.98KClosed |
$766K - $921K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4K- 17.71% |
$770K - $926K
|
18.6K
$3.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4K- 10.31% |
$770K - $926K
|
34.8K
$7.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-4K- 13.4% |
$771K - $926K
|
25.9K
$5.34M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-4.05K- 10.08% |
$779K - $936K
|
36.1K
$7.45M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.07K- 20.54% |
$783K - $942K
|
15.7K
$3.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-4.08K- 5.32% |
$785K - $943K
|
72.5K
$15M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.09K- 0.85% |
$787K - $946K
|
477K
$98.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.11K- 81.93% |
$791K - $951K
|
906
$187K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.16K- 15.7% |
$800K - $962K
|
22.3K
$4.61M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.18K- 5.41% |
$804K - $967K
|
73K
$15.1M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.19K- 8.38% |
$806K - $969K
|
45.8K
$9.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-4.32K- 5.27% |
$831K - $999K
|
77.5K
$16M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.34K- 71.73% |
$836K - $1.01M
|
1.71K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.38K- 22.36% |
$844K - $1.01M
|
15.2K
$3.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.42K- 63.73% |
$851K - $1.02M
|
2.52K
$519K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.44K- 11.53% |
$854K - $1.03M
|
34.1K
$7.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.44K- 2.84% |
$855K - $1.03M
|
152K
$31.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.47K- 4.92% |
$861K - $1.03M
|
86.4K
$17.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-4.52K- 37.57% |
$869K - $1.05M
|
7.5K
$1.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.82K- 12.73% |
$927K - $1.11M
|
33K
$6.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.86K- 3.35% |
$936K - $1.12M
|
140K
$28.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 14.8% |
$937K - $1.13M
|
28K
$5.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.88K- 39.22% |
$939K - $1.13M
|
7.56K
$1.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-5K- 1.51% |
$963K - $1.16M
|
326K
$67.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-5.03K- 7.13% |
$967K - $1.16M
|
65.5K
$13.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.09K- 1.58% |
$981K - $1.18M
|
317K
$65.3M
|