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 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.32KNew |
$611K - $700K
|
3.32K
$802K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.31K+ 16.11% |
$610K - $699K
|
23.9K
$5.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.28K+ 4.17% |
$604K - $692K
|
81.9K
$19.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.18K+ 34.25% |
$585K - $671K
|
12.5K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
3.17K+ 52.51% |
$584K - $670K
|
9.22K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.16K+ 5.37% |
$581K - $666K
|
62K
$15M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.12K+ 17.21% |
$575K - $659K
|
21.3K
$5.14M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.08KNew |
$567K - $650K
|
3.08K
$745K
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.07KNew |
$565K - $647K
|
3.07K
$742K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
3.05KNew |
$561K - $643K
|
3.05K
$737K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.03K+ 7.33% |
$557K - $639K
|
44.3K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.03K+ 74.68% |
$557K - $639K
|
7.08K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.02K+ 201.94% |
$556K - $637K
|
4.52K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
3.02K+ 31.78% |
$556K - $637K
|
12.5K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.02K+ 7.44% |
$555K - $636K
|
43.6K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.01K+ 5.59% |
$553K - $634K
|
56.8K
$13.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.9K+ 18.16% |
$534K - $612K
|
18.9K
$4.57M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.89KNew |
$532K - $610K
|
2.89K
$699K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.85K+ 30.95% |
$525K - $602K
|
12.1K
$2.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.83K+ 127.79% |
$522K - $598K
|
5.05K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.78K+ 2.77% |
$512K - $587K
|
103K
$24.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.77K+ 15.37% |
$511K - $585K
|
20.8K
$5.03M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
2.7K+ 7.68% |
$496K - $569K
|
37.8K
$9.14M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.68K+ 0.48% |
$493K - $565K
|
562K
$136M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.66K+ 67.79% |
$490K - $562K
|
6.59K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
2.66KNew |
$489K - $560K
|
2.66K
$642K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.64K+ 60.57% |
$485K - $556K
|
6.99K
$1.69M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.59K+ 724.65% |
$476K - $546K
|
2.94K
$712K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
2.58K+ 1.54% |
$474K - $544K
|
170K
$41.1M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
2.53KNew |
$466K - $534K
|
2.53K
$612K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
2.51KNew |
$462K - $530K
|
2.51K
$607K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.47K+ 8.68% |
$454K - $520K
|
30.9K
$7.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.46K+ 25.39% |
$454K - $520K
|
12.2K
$2.94M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
2.45K+ 107.04% |
$451K - $517K
|
4.74K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.45K+ 28.67% |
$450K - $516K
|
11K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.44K+ 1.12% |
$450K - $516K
|
221K
$53.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.43K+ 6.37% |
$448K - $513K
|
40.6K
$9.82M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.43K+ 5.19% |
$447K - $512K
|
49.2K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
2.43K+ 2.86% |
$446K - $512K
|
87.2K
$21.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.41K+ 11.28% |
$443K - $508K
|
23.7K
$5.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.4K+ 5.72% |
$442K - $506K
|
44.3K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
2.39K+ 4.21% |
$440K - $505K
|
59.2K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.36KNew |
$435K - $498K
|
2.36K
$571K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.35K+ 7.54% |
$433K - $497K
|
33.6K
$8.12M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.35K+ 97.83% |
$432K - $496K
|
4.75K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.34K+ 12.46% |
$430K - $493K
|
21.1K
$5.1M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.32K+ 4.12% |
$428K - $490K
|
58.7K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.32K+ 72.21% |
$427K - $490K
|
5.53K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.28K+ 109.86% |
$421K - $482K
|
4.36K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.27K+ 82.63% |
$419K - $480K
|
5.03K
$1.22M
|