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 02, 2024
Q2 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
6.82K+ 618.59% |
$1.31M - $1.58M
|
7.93K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.57K+ 64.31% |
$1.27M - $1.52M
|
16.8K
$3.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.53K+ 106.11% |
$1.26M - $1.51M
|
12.7K
$2.93M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
6.5K+ 1.43% |
$1.25M - $1.5M
|
462K
$107M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
6.46K+ 159.42% |
$1.24M - $1.5M
|
10.5K
$2.43M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
6.4KNew |
$1.23M - $1.48M
|
6.4K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.26K+ 8.53% |
$1.21M - $1.45M
|
79.7K
$18.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6.26K+ 22.72% |
$1.2M - $1.45M
|
33.8K
$7.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.24K+ 3.16% |
$1.2M - $1.44M
|
203K
$47M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.13KNew |
$1.18M - $1.42M
|
6.13K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.12K+ 344.37% |
$1.18M - $1.42M
|
7.89K
$1.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
6.06K+ 3.01% |
$1.17M - $1.4M
|
207K
$47.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.95K+ 28.15% |
$1.14M - $1.38M
|
27.1K
$6.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.94K+ 13.09% |
$1.14M - $1.37M
|
51.3K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
5.87K+ 123.58% |
$1.13M - $1.36M
|
10.6K
$2.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.86K+ 5.27% |
$1.13M - $1.36M
|
117K
$27.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.83K+ 136.21% |
$1.12M - $1.35M
|
10.1K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.74K+ 13.82% |
$1.11M - $1.33M
|
47.3K
$10.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
5.67KNew |
$1.09M - $1.31M
|
5.67K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.58K+ 22.66% |
$1.07M - $1.29M
|
30.2K
$6.98M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.49K+ 27.16% |
$1.06M - $1.27M
|
25.7K
$5.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
5.44K+ 12.27% |
$1.05M - $1.26M
|
49.8K
$11.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.43K+ 82.78% |
$1.05M - $1.26M
|
12K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.41K+ 26.12% |
$1.04M - $1.25M
|
26.1K
$6.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.36K+ 10.04% |
$1.03M - $1.24M
|
58.8K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.35K+ 32.79% |
$1.03M - $1.24M
|
21.7K
$5.01M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.18KNew |
$997K - $1.2M
|
5.18K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
5.1K+ 29.59% |
$981K - $1.18M
|
22.3K
$5.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.07K+ 22.43% |
$977K - $1.17M
|
27.7K
$6.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
4.84K+ 15.01% |
$932K - $1.12M
|
37.1K
$8.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.81K+ 53.12% |
$927K - $1.11M
|
13.9K
$3.21M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
4.78K+ 48.76% |
$919K - $1.1M
|
14.6K
$3.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4.76K+ 71.29% |
$917K - $1.1M
|
11.4K
$2.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4.72K+ 38.59% |
$909K - $1.09M
|
17K
$3.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.61K+ 7.28% |
$887K - $1.07M
|
67.9K
$15.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.6K+ 125.13% |
$885K - $1.06M
|
8.27K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.54K+ 232.14% |
$873K - $1.05M
|
6.49K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.53KNew |
$871K - $1.05M
|
4.53K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
4.51K+ 18.75% |
$868K - $1.04M
|
28.5K
$6.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.44K+ 11.3% |
$854K - $1.03M
|
43.7K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.4KNew |
$848K - $1.02M
|
4.4K
$1.02M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.37KNew |
$841K - $1.01M
|
4.37K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.34KNew |
$835K - $1M
|
4.34K
$1M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.34K+ 2.53% |
$835K - $1M
|
176K
$40.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.25K+ 39.06% |
$818K - $984K
|
15.1K
$3.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.2K+ 8.92% |
$809K - $973K
|
51.3K
$11.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.19K+ 41.25% |
$806K - $969K
|
14.3K
$3.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.17K+ 28.26% |
$803K - $965K
|
18.9K
$4.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
4.1KNew |
$789K - $949K
|
4.1K
$948K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
4.09KNew |
$787K - $946K
|
4.09K
$945K
|