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
|
Wela Strategies, Inc.
|
SELL
|
- |
-7.54K- 27.68% |
$1.39M - $1.59M
|
19.7K
$4.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-7.77K- 77.65% |
$1.43M - $1.64M
|
2.24K
$540K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-7.87K- 39.12% |
$1.45M - $1.66M
|
12.2K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.91K- 78.34% |
$1.46M - $1.67M
|
2.19K
$529K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-8.11K- 15.23% |
$1.49M - $1.71M
|
45.1K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-8.22K- 4.62% |
$1.51M - $1.73M
|
170K
$41.1M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-8.42K- 25.95% |
$1.55M - $1.78M
|
24K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.57K- 6.09% |
$1.58M - $1.81M
|
132K
$31.9M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-8.68K- 63.23% |
$1.6M - $1.83M
|
5.05K
$1.22M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.59K- 15.09% |
$1.77M - $2.02M
|
53.9K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
SELL
|
- |
-9.77K- 74.69% |
$1.8M - $2.06M
|
3.31K
$800K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9.8K- 21.36% |
$1.8M - $2.07M
|
36.1K
$8.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-10K- 36.11% |
$1.84M - $2.11M
|
17.7K
$4.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-10K- 6.18% |
$1.85M - $2.12M
|
153K
$36.9M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-10.1K- 99.71% |
$1.85M - $2.12M
|
29
$7.01K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-10.7K- 8.24% |
$1.97M - $2.26M
|
119K
$28.8M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-10.8K- 23.62% |
$1.99M - $2.28M
|
35K
$8.46M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-10.8K- 53.52% |
$2M - $2.29M
|
9.42K
$2.28M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.9K- 6.58% |
$2.01M - $2.3M
|
155K
$37.4M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-11K- 48.68% |
$2.03M - $2.32M
|
11.6K
$2.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.1K- 56.73% |
$2.04M - $2.34M
|
8.46K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-11.5K- 3.77% |
$2.11M - $2.42M
|
293K
$70.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-11.7K- 35.93% |
$2.15M - $2.46M
|
20.8K
$5.04M
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-12.1K- 20.2% |
$2.22M - $2.55M
|
47.7K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.2K- 5.32% |
$2.24M - $2.57M
|
217K
$52.4M
|
|
|
May 15, 2024
Q1 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-12.3K- 28.05% |
$2.27M - $2.6M
|
31.6K
$7.64M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-12.4K- 2.83% |
$2.28M - $2.61M
|
425K
$103M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-12.8K- 33.09% |
$2.36M - $2.7M
|
25.9K
$6.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.1K- 39.53% |
$2.42M - $2.77M
|
20.1K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-13.7K- 65.49% |
$2.52M - $2.88M
|
7.2K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-14K- 35.0% |
$2.57M - $2.95M
|
25.9K
$6.27M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-14.1K- 23.69% |
$2.59M - $2.97M
|
45.4K
$11M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-14.4K- 4.11% |
$2.65M - $3.04M
|
336K
$81.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-14.7K- 11.16% |
$2.71M - $3.11M
|
117K
$28.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-14.8K- 3.52% |
$2.73M - $3.13M
|
406K
$98.2M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-14.9K- 2.76% |
$2.75M - $3.15M
|
526K
$127M
|
|
|
May 13, 2024
Q1 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-15K- 67.31% |
$2.76M - $3.17M
|
7.29K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-15.1K- 25.58% |
$2.79M - $3.2M
|
44.1K
$10.7M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.2K- 28.09% |
$2.79M - $3.2M
|
38.8K
$9.39M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-15.2K- 81.31% |
$2.8M - $3.21M
|
3.5K
$846K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-15.6K- 73.5% |
$2.87M - $3.29M
|
5.62K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 26.61% |
$2.96M - $3.4M
|
44.4K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-16.4K- 86.64% |
$3.02M - $3.46M
|
2.53K
$611K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-16.5K- 43.92% |
$3.03M - $3.48M
|
21K
$5.08M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17.4K- 34.94% |
$3.21M - $3.68M
|
32.5K
$7.85M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-17.8K- 10.91% |
$3.27M - $3.75M
|
145K
$35.1M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-17.9K- 7.67% |
$3.29M - $3.77M
|
215K
$52M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18.1K- 80.26% |
$3.33M - $3.81M
|
4.44K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-18.8K- 12.69% |
$3.46M - $3.97M
|
129K
$31.3M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-19.5K- 32.61% |
$3.58M - $4.11M
|
40.2K
$9.72M
|