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 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
117+ 0.56% |
$21.5K - $24.7K
|
20.9K
$5M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
117+ 8.08% |
$21.5K - $24.7K
|
1.57K
$375K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
117+ 4.51% |
$21.5K - $24.7K
|
2.71K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
114+ 0.2% |
$21K - $24.1K
|
58.3K
$14M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
113+ 6.28% |
$20.8K - $23.8K
|
1.91K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
110+ 4.63% |
$20.3K - $23.2K
|
2.48K
$594K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
108+ 5.24% |
$19.9K - $22.8K
|
2.17K
$520K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
108+ 2.41% |
$19.9K - $22.8K
|
4.59K
$1.1M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
107+ 9.51% |
$19.7K - $22.6K
|
1.23K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
106+ 3.12% |
$19.5K - $22.4K
|
3.51K
$839K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
105+ 0.63% |
$19.3K - $22.2K
|
16.7K
$3.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
104+ 22.13% |
$19.1K - $21.9K
|
574
$137K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
101+ 5.2% |
$18.6K - $21.3K
|
2.04K
$489K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
101+ 6.33% |
$18.6K - $21.3K
|
1.7K
$406K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
100+ 1.47% |
$18.4K - $21.1K
|
6.88K
$1.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
100+ 2.99% |
$18.4K - $21.1K
|
3.45K
$824K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
100+ 36.63% |
$18.4K - $21.1K
|
373
$89.3K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
100+ 3.93% |
$18.4K - $21.1K
|
2.65K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 1.18% |
$18.4K - $21.1K
|
8.59K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
100New |
$18.4K - $21.1K
|
100
$23.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
98+ 6.24% |
$18K - $20.7K
|
1.67K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
98+ 6.86% |
$18K - $20.7K
|
1.53K
$365K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
94+ 5.81% |
$17.3K - $19.8K
|
1.71K
$409K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
86+ 81.13% |
$15.8K - $18.1K
|
192
$45.9K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
85+ 2.43% |
$15.7K - $17.9K
|
3.59K
$858K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
85+ 2.07% |
$15.7K - $17.9K
|
4.19K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
83+ 92.22% |
$15.3K - $17.5K
|
173
$41.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
82+ 1.07% |
$15.1K - $17.3K
|
7.72K
$1.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
81+ 4.64% |
$14.9K - $17.1K
|
1.83K
$437K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
80+ 0.76% |
$14.7K - $16.9K
|
10.6K
$2.54M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
80+ 3.53% |
$14.7K - $16.9K
|
2.35K
$562K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
79+ 4.52% |
$14.5K - $16.7K
|
1.83K
$437K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
79+ 2.15% |
$14.5K - $16.7K
|
3.75K
$897K
|
|
|
Apr 11, 2024
Q1 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
77+ 0.34% |
$14.2K - $16.2K
|
22.4K
$5.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
75+ 3.56% |
$13.8K - $15.8K
|
2.18K
$521K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
74+ 0.09% |
$13.6K - $15.6K
|
81.9K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
74+ 0.7% |
$13.6K - $15.6K
|
10.6K
$2.54M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
72+ 5.92% |
$13.3K - $15.2K
|
1.29K
$308K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
67+ 1.53% |
$12.3K - $14.1K
|
4.43K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
67+ 1.52% |
$12.3K - $14.1K
|
4.48K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
66+ 0.44% |
$12.2K - $13.9K
|
15.1K
$3.61M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
65+ 5.29% |
$12K - $13.7K
|
1.29K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
65+ 2.08% |
$12K - $13.7K
|
3.2K
$765K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
65+ 1.22% |
$12K - $13.7K
|
5.4K
$1.29M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
63+ 1.16% |
$11.6K - $13.3K
|
5.48K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
63+ 1.5% |
$11.6K - $13.3K
|
4.25K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
63New |
$11.6K - $13.3K
|
63
$15.1K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
63+ 0.35% |
$11.6K - $13.3K
|
17.8K
$4.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
62+ 0.47% |
$11.4K - $13.1K
|
13.2K
$3.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
60+ 0.84% |
$11K - $12.7K
|
7.18K
$1.72M
|