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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
822+ 72.61% |
$151K - $173K
|
1.95K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
815+ 194.05% |
$150K - $172K
|
1.24K
$299K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
805+ 2.96% |
$148K - $170K
|
28K
$6.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
796+ 41.33% |
$147K - $168K
|
2.72K
$658K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
786New |
$145K - $166K
|
786
$190K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
775+ 52.86% |
$143K - $164K
|
2.24K
$542K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
764+ 3.83% |
$141K - $161K
|
20.7K
$5.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
747+ 5.99% |
$138K - $158K
|
13.2K
$3.2M
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
747+ 4.93% |
$138K - $158K
|
15.9K
$3.85M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
734+ 7.39% |
$135K - $155K
|
10.7K
$2.58M
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
730+ 83.24% |
$134K - $154K
|
1.61K
$389K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
730+ 20.71% |
$134K - $154K
|
4.26K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
729+ 560.77% |
$134K - $154K
|
859
$208K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
725+ 49.62% |
$133K - $153K
|
2.19K
$529K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
709+ 4.29% |
$131K - $150K
|
17.2K
$4.17M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
700+ 376.34% |
$129K - $148K
|
886
$214K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
697+ 3.87% |
$128K - $147K
|
18.7K
$4.53M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
679New |
$125K - $143K
|
679
$164K
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
669+ 3.1% |
$123K - $141K
|
22.2K
$5.38M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
669+ 9.74% |
$123K - $141K
|
7.54K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
667+ 0.95% |
$123K - $141K
|
70.8K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
667+ 53.49% |
$123K - $141K
|
1.91K
$463K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
658+ 6.36% |
$121K - $139K
|
11K
$2.66M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
654+ 7.0% |
$120K - $138K
|
10K
$2.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
653+ 54.37% |
$120K - $138K
|
1.85K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
641+ 17.62% |
$118K - $135K
|
4.28K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
631+ 9.06% |
$116K - $133K
|
7.6K
$1.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
624+ 5.37% |
$115K - $132K
|
12.2K
$2.96M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
624+ 5.37% |
$115K - $132K
|
12.2K
$2.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
623+ 14.71% |
$115K - $131K
|
4.86K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
622+ 2.29% |
$115K - $131K
|
27.8K
$6.72M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
613+ 6.91% |
$113K - $129K
|
9.49K
$2.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
611+ 1.91% |
$112K - $129K
|
32.6K
$7.9M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
609+ 4.39% |
$112K - $129K
|
14.5K
$3.5M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
601+ 6.96% |
$111K - $127K
|
9.23K
$2.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
599+ 20.75% |
$110K - $126K
|
3.49K
$843K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
598+ 5.62% |
$110K - $126K
|
11.2K
$2.72M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
586+ 11.23% |
$108K - $124K
|
5.8K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
584+ 17.51% |
$108K - $123K
|
3.92K
$948K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
576+ 7.95% |
$106K - $122K
|
7.82K
$1.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
571+ 3.77% |
$105K - $120K
|
15.7K
$3.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
569+ 1.48% |
$105K - $120K
|
39K
$9.42M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
567+ 3.92% |
$104K - $120K
|
15K
$3.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
564+ 2.22% |
$104K - $119K
|
26K
$6.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
563+ 2.65% |
$104K - $119K
|
21.8K
$5.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
563+ 2.5% |
$104K - $119K
|
23.1K
$5.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
562+ 3.03% |
$103K - $119K
|
19.1K
$4.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
560+ 2.22% |
$103K - $118K
|
25.8K
$6.23M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
545+ 44.97% |
$100K - $115K
|
1.76K
$425K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
545+ 5.49% |
$100K - $115K
|
10.5K
$2.53M
|