Purchases and Sales Made in Q1 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.02K+ 2.44% |
$187K - $215K
|
42.7K
$10.3M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.02KNew |
$187K - $215K
|
1.02K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.02KNew |
$187K - $214K
|
1.02K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.01K+ 20.8% |
$187K - $214K
|
5.88K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.01KNew |
$186K - $214K
|
1.01K
$245K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.01KNew |
$186K - $213K
|
1.01K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.01KNew |
$186K - $213K
|
1.01K
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1.01KNew |
$186K - $213K
|
1.01K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.01KNew |
$186K - $213K
|
1.01K
$244K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.01K+ 1.97% |
$185K - $212K
|
51.9K
$12.6M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1KNew |
$184K - $211K
|
1K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
BUY
|
- |
1KNew |
$184K - $211K
|
1K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1KNew |
$184K - $211K
|
1K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
999New |
$184K - $211K
|
999
$242K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
998New |
$184K - $211K
|
998
$241K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
993New |
$183K - $210K
|
993
$240K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
988New |
$182K - $208K
|
988
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
985New |
$181K - $208K
|
985
$238K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
985New |
$181K - $208K
|
985
$238K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
984New |
$181K - $208K
|
984
$238K
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
983New |
$181K - $207K
|
983
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
981New |
$181K - $207K
|
981
$237K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
979New |
$180K - $207K
|
979
$237K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
979New |
$180K - $207K
|
979
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
975New |
$180K - $206K
|
975
$236K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
972New |
$179K - $205K
|
972
$235K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
963New |
$177K - $203K
|
963
$233K
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
957+ 1.61% |
$176K - $202K
|
60.4K
$14.6M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
957+ 9.48% |
$176K - $202K
|
11.1K
$2.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
939+ 4.59% |
$173K - $198K
|
21.4K
$5.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
930+ 11.7% |
$171K - $196K
|
8.88K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
929+ 38.79% |
$171K - $196K
|
3.32K
$804K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
928New |
$171K - $196K
|
928
$224K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
928+ 7.08% |
$171K - $196K
|
14K
$3.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
927+ 4.0% |
$171K - $196K
|
24.1K
$5.82M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
927+ 3.73% |
$171K - $196K
|
25.8K
$6.23M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
925+ 17.84% |
$170K - $195K
|
6.11K
$1.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
917+ 1.42% |
$169K - $194K
|
65.6K
$15.9M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
910+ 0.76% |
$168K - $192K
|
120K
$29.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
899+ 23.31% |
$166K - $190K
|
4.76K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
889+ 7.79% |
$164K - $188K
|
12.3K
$2.97M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
888+ 53.59% |
$163K - $187K
|
2.55K
$615K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
859+ 3.51% |
$158K - $181K
|
25.3K
$6.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
855+ 1.22% |
$157K - $180K
|
70.7K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
853+ 7.11% |
$157K - $180K
|
12.9K
$3.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
852+ 3.69% |
$157K - $180K
|
23.9K
$5.79M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
841+ 7.08% |
$155K - $177K
|
12.7K
$3.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
836+ 2.3% |
$154K - $176K
|
37.2K
$9.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
826+ 430.21% |
$152K - $174K
|
1.02K
$246K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
822+ 6.13% |
$151K - $173K
|
14.2K
$3.44M
|