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 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 6.7% |
$2.41M - $2.77M
|
209K
$50.5M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
12.8K+ 355.55% |
$2.36M - $2.7M
|
16.4K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.7K+ 6.11% |
$2.34M - $2.68M
|
221K
$53.3M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.2KNew |
$2.25M - $2.57M
|
12.2K
$2.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
11.8K+ 36.4% |
$2.17M - $2.48M
|
44.1K
$10.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
11.6K+ 1025.49% |
$2.14M - $2.45M
|
12.8K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
11.5KNew |
$2.12M - $2.43M
|
11.5K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 10.28% |
$2.12M - $2.43M
|
124K
$29.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
11.5K+ 656.84% |
$2.12M - $2.43M
|
13.3K
$3.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
11K+ 5.53% |
$2.03M - $2.32M
|
210K
$50.8M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11K+ 832.9% |
$2.02M - $2.31M
|
12.3K
$2.97M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$2M - $2.3M
|
10.9K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.7K+ 34.04% |
$1.97M - $2.26M
|
42.2K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
10.6K+ 6.03% |
$1.96M - $2.25M
|
187K
$45.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 12.52% |
$1.94M - $2.22M
|
94.7K
$22.9M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
10.4K+ 11.37% |
$1.91M - $2.19M
|
101K
$24.5M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 1.02% |
$1.89M - $2.17M
|
1.02M
$246M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.1KNew |
$1.86M - $2.13M
|
10.1K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
10KNew |
$1.85M - $2.11M
|
10K
$2.42M
|
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10K+ 68.03% |
$1.84M - $2.11M
|
24.7K
$5.97M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.8K+ 1.74% |
$1.8M - $2.07M
|
572K
$138M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.8K+ 1.74% |
$1.8M - $2.07M
|
572K
$138M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
9.73K+ 82.2% |
$1.79M - $2.05M
|
21.6K
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.56K+ 2.14% |
$1.76M - $2.02M
|
456K
$110M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.53KNew |
$1.76M - $2.01M
|
9.53K
$2.31M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
9.46K+ 24.94% |
$1.74M - $2M
|
47.4K
$11.5M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.46K+ 3.9% |
$1.74M - $2M
|
252K
$60.9M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
9.39K+ 12.03% |
$1.73M - $1.98M
|
87.4K
$21.1M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
9.39K+ 9.79% |
$1.73M - $1.98M
|
105K
$25.4M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.17K+ 20.72% |
$1.69M - $1.93M
|
53.4K
$12.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
9.12K+ 8.03% |
$1.68M - $1.92M
|
123K
$29.7M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
8.76K+ 4.76% |
$1.61M - $1.85M
|
193K
$46.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.52K+ 22.05% |
$1.57M - $1.8M
|
47.1K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8.41KNew |
$1.55M - $1.77M
|
8.41K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.35K+ 14.51% |
$1.54M - $1.76M
|
65.9K
$15.9M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8.27K+ 442.03% |
$1.52M - $1.74M
|
10.1K
$2.45M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.22K+ 217.01% |
$1.51M - $1.73M
|
12K
$2.9M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
8.16K+ 119.38% |
$1.5M - $1.72M
|
15K
$3.63M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.05K+ 7.79% |
$1.48M - $1.7M
|
111K
$26.9M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.03KNew |
$1.48M - $1.69M
|
8.03K
$1.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
7.97K+ 183.24% |
$1.47M - $1.68M
|
12.3K
$2.98M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7.97K+ 13.79% |
$1.47M - $1.68M
|
65.7K
$15.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.95K+ 0.78% |
$1.46M - $1.68M
|
1.03M
$248M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.8K+ 4.12% |
$1.44M - $1.65M
|
197K
$47.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.67K+ 14.68% |
$1.41M - $1.62M
|
59.9K
$14.5M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
7.64KNew |
$1.41M - $1.61M
|
7.64K
$1.85M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
7.59K+ 405.83% |
$1.4M - $1.6M
|
9.46K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.44K+ 107.87% |
$1.37M - $1.57M
|
14.3K
$3.47M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.44KNew |
$1.37M - $1.57M
|
7.44K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.35K+ 0.86% |
$1.35M - $1.55M
|
863K
$209M
|