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 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.32K- 9.92% |
$243K - $279K
|
12K
$2.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.34K- 5.16% |
$246K - $282K
|
24.6K
$5.94M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.34K- 5.58% |
$246K - $282K
|
22.6K
$5.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.41K- 4.11% |
$260K - $298K
|
32.9K
$7.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.43K- 12.85% |
$264K - $302K
|
9.72K
$2.35M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.43K- 20.05% |
$264K - $303K
|
5.72K
$1.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.44K- 29.08% |
$265K - $304K
|
3.51K
$849K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.46K- 3.32% |
$269K - $309K
|
42.6K
$10.3M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-1.48K- 9.58% |
$272K - $312K
|
13.9K
$3.37M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.48K- 1.19% |
$272K - $312K
|
122K
$29.6M
|
|
|
May 03, 2024
Q1 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-1.49K- 1.79% |
$275K - $315K
|
81.8K
$19.8M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.49K- 48.19% |
$275K - $315K
|
1.6K
$388K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.52K- 8.94% |
$279K - $320K
|
15.4K
$3.73M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-1.52K- 6.46% |
$279K - $320K
|
22K
$5.31M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.55K- 4.87% |
$286K - $328K
|
30.4K
$7.35M
|
|
|
May 14, 2024
Q1 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.64K- 0.49% |
$302K - $346K
|
331K
$80.1M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.65K- 19.66% |
$304K - $349K
|
6.76K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.66K- 3.32% |
$306K - $350K
|
48.4K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.69K- 7.27% |
$311K - $357K
|
21.6K
$5.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.71K- 20.72% |
$314K - $360K
|
6.54K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.71K- 0.12% |
$315K - $361K
|
1.4M
$339M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.73K- 78.33% |
$319K - $365K
|
479
$116K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.75K- 3.54% |
$322K - $369K
|
47.7K
$11.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.77K- 11.4% |
$326K - $374K
|
13.8K
$3.33M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.79K- 28.9% |
$329K - $377K
|
4.39K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.79K- 46.13% |
$330K - $378K
|
2.09K
$505K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.8K- 3.16% |
$330K - $379K
|
54.9K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.8K- 64.93% |
$331K - $379K
|
970
$235K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.83K- 4.91% |
$336K - $385K
|
35.3K
$8.54M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.84K- 2.73% |
$338K - $387K
|
65.4K
$15.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.84K- 10.64% |
$339K - $389K
|
15.5K
$3.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.85K- 5.96% |
$340K - $390K
|
29.2K
$7.05M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.86K- 2.78% |
$342K - $392K
|
64.9K
$15.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.86K- 20.93% |
$343K - $393K
|
7.03K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.91K- 9.03% |
$352K - $404K
|
19.3K
$4.66M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.92K- 4.76% |
$353K - $405K
|
38.4K
$9.29M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-1.93K- 42.99% |
$356K - $408K
|
2.56K
$620K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.94K- 1.99% |
$356K - $408K
|
95.4K
$23.1M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.96K- 13.4% |
$361K - $414K
|
12.7K
$3.07M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.98K- 17.25% |
$365K - $418K
|
9.5K
$2.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.99K- 4.95% |
$366K - $419K
|
38.1K
$9.22M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.99K- 50.38% |
$366K - $420K
|
1.96K
$473K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2K- 15.86% |
$369K - $423K
|
10.6K
$2.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.02K- 1.84% |
$372K - $426K
|
108K
$26M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2.02K- 22.55% |
$372K - $426K
|
6.93K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.11K- 13.26% |
$389K - $446K
|
13.8K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-2.23K- 2.56% |
$411K - $471K
|
84.9K
$20.5M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.26K- 2.53% |
$416K - $477K
|
87K
$21M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.27K- 1.22% |
$418K - $479K
|
184K
$44.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.28K- 19.07% |
$420K - $481K
|
9.68K
$2.34M
|