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
|
Bailard, Inc.
|
SELL
|
- |
-3.25K- 2.71% |
$626K - $753K
|
117K
$28M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.58K- 8.12% |
$689K - $828K
|
40.5K
$9.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.7K- 0.91% |
$713K - $856K
|
402K
$96.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.79K- 18.3% |
$730K - $877K
|
16.9K
$4.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.86K- 0.47% |
$744K - $894K
|
827K
$198M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.93K- 3.21% |
$757K - $909K
|
118K
$28.4M
|
|
|
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
$4.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4K- 10.31% |
$770K - $926K
|
34.8K
$8.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-4K- 13.4% |
$771K - $926K
|
25.9K
$6.21M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-4.05K- 10.08% |
$779K - $936K
|
36.1K
$8.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.07K- 20.54% |
$783K - $942K
|
15.7K
$3.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-4.08K- 5.32% |
$785K - $943K
|
72.5K
$17.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.09K- 0.85% |
$787K - $946K
|
477K
$114M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.11K- 81.93% |
$791K - $951K
|
906
$217K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.16K- 15.7% |
$800K - $962K
|
22.3K
$5.36M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.18K- 5.41% |
$804K - $967K
|
73K
$17.5M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.19K- 8.38% |
$806K - $969K
|
45.8K
$11M
|
|
|
Jul 22, 2024
Q2 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-4.32K- 5.27% |
$831K - $999K
|
77.5K
$18.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.34K- 71.73% |
$836K - $1.01M
|
1.71K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.38K- 22.36% |
$844K - $1.01M
|
15.2K
$3.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.42K- 63.73% |
$851K - $1.02M
|
2.52K
$604K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.44K- 11.53% |
$854K - $1.03M
|
34.1K
$8.17M
|
|
|
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
$36.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.47K- 4.92% |
$861K - $1.03M
|
86.4K
$20.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-4.52K- 37.57% |
$869K - $1.05M
|
7.5K
$1.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.82K- 12.73% |
$927K - $1.11M
|
33K
$7.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.86K- 3.35% |
$936K - $1.12M
|
140K
$33.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 14.8% |
$937K - $1.13M
|
28K
$6.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.88K- 39.22% |
$939K - $1.13M
|
7.56K
$1.81M
|
|
|
Jul 29, 2024
Q2 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-5K- 1.51% |
$963K - $1.16M
|
326K
$78.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-5.03K- 7.13% |
$967K - $1.16M
|
65.5K
$15.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.09K- 1.58% |
$981K - $1.18M
|
317K
$76M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.1K- 0.18% |
$981K - $1.18M
|
2.83M
$679M
|
|
|
Aug 14, 2024
Q2 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-5.11K- 70.1% |
$984K - $1.18M
|
2.18K
$523K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.24K- 8.45% |
$1.01M - $1.21M
|
56.7K
$13.6M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.7K- 3.16% |
$1.1M - $1.32M
|
175K
$41.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.2K- 2.16% |
$1.19M - $1.44M
|
281K
$67.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.21K- 8.89% |
$1.2M - $1.44M
|
63.6K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.35K- 44.26% |
$1.22M - $1.47M
|
8K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.4K- 98.29% |
$1.23M - $1.48M
|
111
$26.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.49K- 20.76% |
$1.25M - $1.5M
|
24.8K
$5.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-6.51K- 2.22% |
$1.25M - $1.51M
|
286K
$68.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-6.62K- 5.4% |
$1.28M - $1.53M
|
116K
$27.8M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-6.62K- 80.11% |
$1.28M - $1.53M
|
1.65K
$395K
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-6.86K- 26.47% |
$1.32M - $1.59M
|
19.1K
$4.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.95K- 10.9% |
$1.34M - $1.61M
|
56.9K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-7.14K- 12.06% |
$1.38M - $1.65M
|
52.1K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.25K- 19.09% |
$1.39M - $1.68M
|
30.7K
$7.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-7.27K- 7.6% |
$1.4M - $1.68M
|
88.4K
$21.2M
|