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 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.57K+ 23.99% |
$289K - $331K
|
8.11K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.57K+ 0.83% |
$288K - $330K
|
190K
$46M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.56K+ 6.38% |
$288K - $330K
|
26.1K
$6.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.56KNew |
$287K - $329K
|
1.56K
$377K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.56K+ 11.95% |
$286K - $328K
|
14.6K
$3.52M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.55K+ 20.46% |
$286K - $328K
|
9.15K
$2.21M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.53K+ 5.14% |
$282K - $323K
|
31.3K
$7.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.53KNew |
$282K - $323K
|
1.53K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.52K+ 37.94% |
$279K - $320K
|
5.51K
$1.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$279K - $319K
|
1.51K
$366K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.51KNew |
$278K - $319K
|
1.51K
$365K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.49K+ 29.15% |
$275K - $315K
|
6.61K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.49KNew |
$273K - $313K
|
1.49K
$359K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.48K+ 5.12% |
$273K - $313K
|
30.5K
$7.37M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.48KNew |
$272K - $312K
|
1.48K
$358K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.48KNew |
$272K - $311K
|
1.48K
$357K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.47KNew |
$270K - $309K
|
1.47K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.45K+ 30.86% |
$268K - $307K
|
6.16K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.44KNew |
$265K - $304K
|
1.44K
$348K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.43K+ 27.22% |
$263K - $302K
|
6.68K
$1.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 4.32% |
$262K - $300K
|
34.4K
$8.31M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.42KNew |
$262K - $300K
|
1.42K
$344K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 23.02% |
$262K - $300K
|
7.6K
$1.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.41KNew |
$260K - $298K
|
1.41K
$342K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.41KNew |
$260K - $298K
|
1.41K
$342K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.41K+ 4.58% |
$260K - $298K
|
32.3K
$7.8M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.41KNew |
$259K - $297K
|
1.41K
$340K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
1.4K+ 13.51% |
$259K - $296K
|
11.8K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.4KNew |
$258K - $295K
|
1.4K
$339K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.39K+ 36.11% |
$255K - $292K
|
5.22K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.39K+ 11.48% |
$255K - $292K
|
13.4K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.39K+ 10.46% |
$255K - $292K
|
14.6K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.37K+ 0.97% |
$253K - $290K
|
142K
$34.4M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.37K+ 37.43% |
$252K - $288K
|
5.02K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.36KNew |
$251K - $287K
|
1.36K
$329K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.34KNew |
$247K - $283K
|
1.34K
$325K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.34KNew |
$247K - $283K
|
1.34K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.34KNew |
$246K - $282K
|
1.34K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.33K+ 44.6% |
$245K - $281K
|
4.32K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.33KNew |
$245K - $281K
|
1.33K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.33K+ 60.0% |
$245K - $280K
|
3.54K
$857K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.33K+ 3.4% |
$244K - $280K
|
40.3K
$9.73M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.31K+ 10.72% |
$241K - $276K
|
13.5K
$3.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.31KNew |
$241K - $276K
|
1.31K
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.31KNew |
$241K - $276K
|
1.31K
$316K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
1.3KNew |
$240K - $275K
|
1.3K
$315K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.3KNew |
$240K - $275K
|
1.3K
$315K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.3K+ 13.05% |
$240K - $275K
|
11.3K
$2.73M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.3K+ 3.46% |
$240K - $275K
|
39K
$9.42M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.3K+ 6.1% |
$239K - $274K
|
22.6K
$5.47M
|