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 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-315- 9.8% |
$58K - $66.5K
|
2.9K
$701K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-316- 0.96% |
$58.2K - $66.7K
|
32.6K
$7.88M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-320- 10.79% |
$58.9K - $67.5K
|
2.65K
$640K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-324- 2.23% |
$59.7K - $68.4K
|
14.2K
$3.43M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-330- 6.17% |
$60.8K - $69.6K
|
5.02K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-331- 2.68% |
$60.9K - $69.8K
|
12K
$2.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-334- 19.86% |
$61.5K - $70.5K
|
1.35K
$326K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-341- 0.51% |
$62.8K - $72K
|
66.7K
$16.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-346- 1.38% |
$63.7K - $73K
|
24.7K
$5.96M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-349- 1.97% |
$64.3K - $73.6K
|
17.4K
$4.21M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-350- 0.98% |
$64.4K - $73.9K
|
35.4K
$8.56M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-353- 7.21% |
$65K - $74.5K
|
4.54K
$1.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-354- 0.74% |
$65.2K - $74.7K
|
47.7K
$11.5M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-360- 17.06% |
$66.3K - $76K
|
1.75K
$423K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-366- 12.34% |
$67.4K - $77.2K
|
2.6K
$629K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-367- 1.27% |
$67.6K - $77.4K
|
28.6K
$6.92M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-369- 7.46% |
$67.9K - $77.9K
|
4.58K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-372- 12.23% |
$68.5K - $78.5K
|
2.67K
$646K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-373- 0.27% |
$68.7K - $78.7K
|
140K
$33.9M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-375- 14.45% |
$69K - $79.1K
|
2.22K
$537K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-378- 1.99% |
$69.6K - $79.8K
|
18.7K
$4.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-380- 0.65% |
$70K - $80.2K
|
58.5K
$14.1M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-383- 7.97% |
$70.5K - $80.8K
|
4.42K
$1.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-392- 20.17% |
$72.2K - $82.7K
|
1.55K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-396- 8.62% |
$72.9K - $83.6K
|
4.2K
$1.02M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-397- 3.89% |
$73.1K - $83.8K
|
9.81K
$2.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-399- 7.75% |
$73.5K - $84.2K
|
4.75K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-400- 18.82% |
$73.6K - $84.4K
|
1.73K
$417K
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-400- 6.65% |
$73.6K - $84.4K
|
5.62K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-400- 9.73% |
$73.6K - $84.4K
|
3.71K
$898K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-401- 6.14% |
$73.8K - $84.6K
|
6.13K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-404- 70.38% |
$74.4K - $85.3K
|
170
$41.1K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-413- 0.36% |
$76K - $87.2K
|
114K
$27.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-417- 13.69% |
$76.8K - $88K
|
2.63K
$636K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-425- 11.08% |
$78.3K - $89.7K
|
3.41K
$825K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-426- 13.01% |
$78.4K - $89.9K
|
2.85K
$689K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-427- 2.45% |
$78.6K - $90.1K
|
17K
$4.11M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-431- 0.74% |
$79.4K - $90.9K
|
57.8K
$14M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-433- 1.12% |
$79.7K - $91.4K
|
38.2K
$9.23M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-440- 0.25% |
$81K - $92.8K
|
172K
$41.6M
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-440- 1.9% |
$81K - $92.8K
|
22.7K
$5.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-442- 15.78% |
$81.4K - $93.3K
|
2.36K
$570K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-458- 6.03% |
$84.3K - $96.6K
|
7.14K
$1.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-459- 2.5% |
$84.5K - $96.9K
|
17.9K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-466- 9.09% |
$85.8K - $98.3K
|
4.66K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-468- 12.25% |
$86.2K - $98.8K
|
3.35K
$811K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-471- 5.48% |
$86.7K - $99.4K
|
8.12K
$1.96M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-472- 6.2% |
$86.9K - $99.6K
|
7.14K
$1.73M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-479- 14.82% |
$88.2K - $101K
|
2.75K
$666K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-482- 6.79% |
$88.7K - $102K
|
6.62K
$1.6M
|