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 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.8K+ 35.16% |
$883K - $1.01M
|
18.4K
$4.46M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.74K+ 34.56% |
$873K - $1M
|
18.5K
$4.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.71K+ 3.57% |
$867K - $993K
|
137K
$33.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.58K+ 13.88% |
$844K - $967K
|
37.6K
$9.1M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.55K+ 2.0% |
$838K - $960K
|
232K
$56M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.55K+ 19.34% |
$837K - $960K
|
28.1K
$6.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.53K+ 22.55% |
$834K - $955K
|
24.6K
$5.95M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4.5KNew |
$829K - $950K
|
4.5K
$1.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.46K+ 3.77% |
$822K - $942K
|
123K
$29.7M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.46K+ 29.01% |
$820K - $940K
|
19.8K
$4.79M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.4KNew |
$810K - $928K
|
4.4K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.39K+ 1.46% |
$808K - $926K
|
304K
$73.5M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.35K+ 15.26% |
$801K - $918K
|
32.9K
$7.95M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
4.31KNew |
$794K - $910K
|
4.31K
$1.04M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.31K+ 91.14% |
$794K - $910K
|
9.04K
$2.19M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.26K+ 48.74% |
$784K - $899K
|
13K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.13K+ 8.82% |
$761K - $872K
|
51K
$12.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
4.13KNew |
$760K - $871K
|
4.13K
$998K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.11K+ 122.33% |
$757K - $867K
|
7.47K
$1.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
4.09K+ 10.63% |
$752K - $862K
|
42.5K
$10.3M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.05KNew |
$746K - $855K
|
4.05K
$980K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.03KNew |
$741K - $850K
|
4.03K
$974K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
4K+ 13.29% |
$736K - $844K
|
34.1K
$8.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.98KNew |
$733K - $840K
|
3.98K
$962K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.95K+ 8.05% |
$727K - $833K
|
53K
$12.8M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$718K - $823K
|
3.9K
$943K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.85KNew |
$709K - $812K
|
3.85K
$931K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.83K+ 13.22% |
$706K - $809K
|
32.8K
$7.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.83K+ 9.01% |
$705K - $808K
|
46.3K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
3.82K+ 12.23% |
$703K - $806K
|
35K
$8.48M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.8K+ 77.71% |
$700K - $802K
|
8.69K
$2.1M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.77K+ 62.43% |
$694K - $796K
|
9.81K
$2.37M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
3.73KNew |
$687K - $788K
|
3.73K
$903K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.72KNew |
$685K - $785K
|
3.72K
$899K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.7K+ 7.98% |
$681K - $780K
|
50K
$12.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.67K+ 38.5% |
$676K - $774K
|
13.2K
$3.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3.64K+ 2.8% |
$670K - $768K
|
133K
$32.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.62K+ 6.72% |
$667K - $764K
|
57.5K
$13.9M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.57K+ 36.42% |
$657K - $752K
|
13.4K
$3.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.55K+ 3.98% |
$653K - $748K
|
92.6K
$22.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
3.51K+ 10.32% |
$646K - $741K
|
37.5K
$9.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.5K+ 11.36% |
$643K - $738K
|
34.2K
$8.28M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.49K+ 7.97% |
$642K - $736K
|
47.2K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.48K+ 7.52% |
$641K - $734K
|
49.8K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.47KNew |
$639K - $732K
|
3.47K
$839K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.43K+ 11.55% |
$632K - $724K
|
33.1K
$8.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.4K+ 46.8% |
$625K - $717K
|
10.7K
$2.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.39K+ 4.82% |
$624K - $716K
|
73.8K
$17.8M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.38KNew |
$623K - $714K
|
3.38K
$818K
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
3.35K+ 3.59% |
$616K - $706K
|
96.5K
$23.3M
|