Purchases and Sales Made in Q2 2023 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
313+ 4.38% |
$45.1K - $54.7K
|
7.46K
$1.8M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
311+ 34.56% |
$44.8K - $54.3K
|
1.21K
$293K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
310+ 14.45% |
$44.6K - $54.1K
|
2.46K
$594K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
310+ 6.14% |
$44.6K - $54.1K
|
5.36K
$1.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
298+ 4.53% |
$42.9K - $52K
|
6.88K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
288+ 6.25% |
$41.5K - $50.3K
|
4.9K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
283+ 6.62% |
$40.7K - $49.4K
|
4.56K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
280New |
$40.3K - $48.9K
|
280
$67.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
276+ 3.29% |
$39.7K - $48.2K
|
8.66K
$2.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
276+ 1.0% |
$39.7K - $48.2K
|
28K
$6.77M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
273New |
$39.3K - $47.7K
|
273
$66K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
265+ 0.74% |
$38.2K - $46.3K
|
35.9K
$8.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
265+ 2.23% |
$38.2K - $46.3K
|
12.1K
$2.93M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
264+ 17.08% |
$38K - $46.1K
|
1.81K
$438K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
260+ 0.89% |
$37.4K - $45.4K
|
29.5K
$7.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
259+ 11.31% |
$37.3K - $45.2K
|
2.55K
$616K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
257+ 91.79% |
$37K - $44.9K
|
537
$130K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
242+ 14.46% |
$34.8K - $42.3K
|
1.92K
$463K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
239New |
$34.4K - $41.7K
|
239
$57.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
235+ 1.74% |
$33.8K - $41K
|
13.7K
$3.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
235+ 2.71% |
$33.8K - $41K
|
8.9K
$2.15M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
235+ 1.74% |
$33.8K - $41K
|
13.7K
$3.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
234+ 10.21% |
$33.7K - $40.9K
|
2.53K
$611K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
229+ 1.88% |
$33K - $40K
|
12.4K
$3.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
229+ 2.99% |
$33K - $40K
|
7.89K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
BUY
|
- |
228+ 0.7% |
$32.8K - $39.8K
|
33K
$7.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
226+ 7.4% |
$32.5K - $39.5K
|
3.28K
$794K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
225+ 0.39% |
$32.4K - $39.3K
|
58.4K
$14.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
225+ 0.33% |
$32.4K - $39.3K
|
67.5K
$16.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
224+ 0.39% |
$32.2K - $39.1K
|
57K
$13.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
216+ 1.86% |
$31.1K - $37.7K
|
11.8K
$2.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
216+ 1.03% |
$31.1K - $37.7K
|
21.1K
$5.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
212+ 3.48% |
$30.5K - $37K
|
6.31K
$1.52M
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
212+ 1.56% |
$30.5K - $37K
|
13.8K
$3.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
209+ 6.86% |
$30.1K - $36.5K
|
3.26K
$787K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
205+ 15.22% |
$29.5K - $35.8K
|
1.55K
$375K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
203+ 16.41% |
$29.2K - $35.4K
|
1.44K
$348K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
203+ 6.2% |
$29.2K - $35.4K
|
3.48K
$841K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
201+ 16.39% |
$28.9K - $35.1K
|
1.43K
$345K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
201+ 16.39% |
$28.9K - $35.1K
|
1.43K
$345K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
201+ 4.05% |
$28.9K - $35.1K
|
5.17K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
200+ 9.2% |
$28.8K - $34.9K
|
2.38K
$574K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
199+ 5.17% |
$28.7K - $34.8K
|
4.05K
$978K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
199+ 74.81% |
$28.7K - $34.8K
|
465
$112K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
199+ 8.64% |
$28.7K - $34.8K
|
2.5K
$605K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
198+ 3.69% |
$28.5K - $34.6K
|
5.56K
$1.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
197+ 8.25% |
$28.4K - $34.4K
|
2.58K
$625K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
194+ 1.0% |
$27.9K - $33.9K
|
19.6K
$4.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
193+ 0.73% |
$27.8K - $33.7K
|
26.5K
$6.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
193+ 2.41% |
$27.8K - $33.7K
|
8.22K
$1.99M
|