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 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
541+ 5.82% |
$99.6K - $114K
|
9.84K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
539+ 10.46% |
$99.2K - $114K
|
5.69K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
531New |
$97.8K - $112K
|
531
$128K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
525+ 2.43% |
$96.7K - $111K
|
22.2K
$5.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
522+ 14.7% |
$96.1K - $110K
|
4.07K
$985K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
520+ 138.67% |
$95.7K - $110K
|
895
$216K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
507+ 4.17% |
$93.3K - $107K
|
12.7K
$3.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
500+ 21.39% |
$92.1K - $106K
|
2.84K
$686K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
499+ 3.91% |
$91.9K - $105K
|
13.3K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
498+ 1.8% |
$91.7K - $105K
|
28.1K
$6.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
496+ 317.95% |
$91.3K - $105K
|
652
$158K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
496+ 8.92% |
$91.3K - $105K
|
6.06K
$1.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
494+ 8.9% |
$91K - $104K
|
6.05K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
494+ 106.93% |
$91K - $104K
|
956
$231K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
494+ 82.2% |
$91K - $104K
|
1.1K
$265K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
490+ 10.7% |
$90.2K - $103K
|
5.07K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
483+ 10.53% |
$88.9K - $102K
|
5.07K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
482+ 14.54% |
$88.7K - $102K
|
3.8K
$918K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
478+ 7.97% |
$88K - $101K
|
6.48K
$1.57M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
465+ 96.88% |
$85.6K - $98.1K
|
945
$229K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
461New |
$84.9K - $97.3K
|
461
$111K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
460+ 29.66% |
$84.7K - $97.1K
|
2.01K
$486K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
457+ 1.86% |
$84.1K - $96.4K
|
25K
$6.04M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
445+ 4.3% |
$81.9K - $93.9K
|
10.8K
$2.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
439+ 17.47% |
$80.8K - $92.6K
|
2.95K
$714K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
435+ 27.17% |
$80.1K - $91.8K
|
2.04K
$492K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
425+ 2.15% |
$78.3K - $89.7K
|
20.2K
$4.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
421+ 4.25% |
$77.5K - $88.8K
|
10.3K
$2.5M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
416+ 21.26% |
$76.6K - $87.8K
|
2.37K
$574K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
412+ 2.68% |
$75.9K - $86.9K
|
15.8K
$3.82M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
410+ 8.74% |
$75.5K - $86.5K
|
5.1K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
410+ 3.52% |
$75.5K - $86.5K
|
12.1K
$2.92M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
409+ 26.35% |
$75.3K - $86.3K
|
1.96K
$474K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
405+ 4.6% |
$74.6K - $85.5K
|
9.2K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
403+ 6.58% |
$74.2K - $85K
|
6.53K
$1.58M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
402+ 2.61% |
$74K - $84.8K
|
15.8K
$3.83M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
402+ 1.48% |
$74K - $84.8K
|
27.6K
$6.68M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
400+ 7.03% |
$73.6K - $84.4K
|
6.09K
$1.47M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
396+ 2.33% |
$72.9K - $83.6K
|
17.4K
$4.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
395+ 15.76% |
$72.7K - $83.4K
|
2.9K
$702K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
380+ 29.23% |
$70K - $80.2K
|
1.68K
$406K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
370+ 5.69% |
$68.1K - $78.1K
|
6.87K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
366+ 19.81% |
$67.4K - $77.2K
|
2.21K
$535K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
363+ 8.92% |
$66.8K - $76.6K
|
4.43K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
362+ 4.59% |
$66.7K - $76.4K
|
8.25K
$2M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
361+ 5.51% |
$66.5K - $76.2K
|
6.92K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
360+ 3.73% |
$66.3K - $76K
|
10K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
360+ 4.45% |
$66.3K - $76K
|
8.45K
$2.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
355+ 4.48% |
$65.4K - $74.9K
|
8.28K
$2M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
352+ 9.36% |
$64.8K - $74.3K
|
4.11K
$995K
|