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 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.33K+ 13.09% |
$1.35M - $1.55M
|
63.3K
$15.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
7.31K+ 159.39% |
$1.35M - $1.54M
|
11.9K
$2.88M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
7.3K+ 90.32% |
$1.34M - $1.54M
|
15.4K
$3.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
7.28K+ 3833.68% |
$1.34M - $1.54M
|
7.47K
$1.81M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
7.27KNew |
$1.34M - $1.53M
|
7.27K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.26K+ 16.22% |
$1.34M - $1.53M
|
52K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.23K+ 21.63% |
$1.33M - $1.53M
|
40.7K
$9.84M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.04K+ 19.28% |
$1.3M - $1.49M
|
43.6K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.98K+ 6.25% |
$1.28M - $1.47M
|
119K
$28.7M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.97K+ 18.35% |
$1.28M - $1.47M
|
44.9K
$10.9M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.86KNew |
$1.26M - $1.45M
|
6.86K
$1.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.72KNew |
$1.24M - $1.42M
|
6.72K
$1.63M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.7K+ 7.34% |
$1.23M - $1.41M
|
98K
$23.7M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.69K+ 1.24% |
$1.23M - $1.41M
|
544K
$132M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.68KNew |
$1.23M - $1.41M
|
6.68K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.63K+ 272.35% |
$1.22M - $1.4M
|
9.06K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.63K+ 0.85% |
$1.22M - $1.4M
|
787K
$190M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
6.61KNew |
$1.22M - $1.39M
|
6.61K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.57KNew |
$1.21M - $1.39M
|
6.57K
$1.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.48K+ 13.95% |
$1.19M - $1.37M
|
52.9K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.41K+ 6822.34% |
$1.18M - $1.35M
|
6.51K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.35K+ 44.32% |
$1.17M - $1.34M
|
20.7K
$5M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.18K+ 18.69% |
$1.14M - $1.3M
|
39.3K
$9.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.16K+ 7.09% |
$1.13M - $1.3M
|
93.1K
$22.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.1K+ 19.21% |
$1.12M - $1.29M
|
37.8K
$9.15M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
6.03K+ 9.36% |
$1.11M - $1.27M
|
70.5K
$17.1M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6.01KNew |
$1.11M - $1.27M
|
6.01K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.95K+ 225.16% |
$1.1M - $1.26M
|
8.59K
$2.08M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.79K+ 504.09% |
$1.07M - $1.22M
|
6.94K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.79KNew |
$1.07M - $1.22M
|
5.79K
$1.4M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5.78K+ 11.61% |
$1.06M - $1.22M
|
55.5K
$13.4M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.77K+ 57.54% |
$1.06M - $1.22M
|
15.8K
$3.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.73KNew |
$1.06M - $1.21M
|
5.73K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.69K+ 15.35% |
$1.05M - $1.2M
|
42.8K
$10.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.67KNew |
$1.04M - $1.2M
|
5.67K
$1.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.62K+ 71.13% |
$1.03M - $1.18M
|
13.5K
$3.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.58K+ 15.51% |
$1.03M - $1.18M
|
41.5K
$10M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.57KNew |
$1.02M - $1.17M
|
5.57K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.51K+ 27.68% |
$1.01M - $1.16M
|
25.4K
$6.15M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.49K+ 9.26% |
$1.01M - $1.16M
|
64.8K
$15.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.43K+ 19.24% |
$1M - $1.15M
|
33.7K
$8.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.33K+ 214.1% |
$981K - $1.12M
|
7.82K
$1.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.33K+ 15.42% |
$981K - $1.12M
|
39.9K
$9.64M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.23K+ 82.46% |
$963K - $1.1M
|
11.6K
$2.8M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
5.15KNew |
$948K - $1.09M
|
5.15K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.06K+ 19.38% |
$931K - $1.07M
|
31.1K
$7.53M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.99K+ 211.36% |
$918K - $1.05M
|
7.35K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.93K+ 5.7% |
$907K - $1.04M
|
91.3K
$22.1M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
4.87K+ 19.48% |
$897K - $1.03M
|
29.9K
$7.22M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.81K+ 38.83% |
$885K - $1.01M
|
17.2K
$4.16M
|