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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-546- 3.94% |
$78.6K - $95.3K
|
13.3K
$3.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-551- 3.83% |
$79.3K - $96.2K
|
13.8K
$3.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-553- 10.3% |
$79.6K - $96.6K
|
4.81K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-560- 16.1% |
$80.6K - $97.8K
|
2.92K
$706K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-566- 11.51% |
$81.5K - $98.8K
|
4.35K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-577- 2.63% |
$83.1K - $101K
|
21.3K
$5.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-585- 46.39% |
$84.2K - $102K
|
676
$163K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-588- 6.02% |
$84.7K - $103K
|
9.19K
$2.22M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-597- 4.79% |
$86K - $104K
|
11.9K
$2.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-598- 2.59% |
$86.1K - $104K
|
22.5K
$5.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-606- 3.81% |
$87.2K - $106K
|
15.3K
$3.7M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-616- 7.65% |
$88.7K - $108K
|
7.44K
$1.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-617- 1.89% |
$88.8K - $108K
|
31.9K
$7.72M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-632- 27.92% |
$91K - $110K
|
1.63K
$395K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-635- 28.67% |
$91.4K - $111K
|
1.58K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-648- 6.59% |
$93.3K - $113K
|
9.18K
$2.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-650- 51.14% |
$93.6K - $114K
|
621
$150K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-651- 13.0% |
$93.7K - $114K
|
4.36K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-654- 2.4% |
$94.2K - $114K
|
26.5K
$6.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-658- 8.01% |
$94.7K - $115K
|
7.56K
$1.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-665- 18.24% |
$95.7K - $116K
|
2.98K
$721K
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-676- 2.37% |
$97.3K - $118K
|
27.8K
$6.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-698- 27.47% |
$100K - $122K
|
1.84K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-707- 7.33% |
$102K - $123K
|
8.94K
$2.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-755- 10.18% |
$109K - $132K
|
6.66K
$1.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-759- 3.34% |
$109K - $133K
|
22K
$5.31M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-765- 34.09% |
$110K - $134K
|
1.48K
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-769- 7.85% |
$111K - $134K
|
9.03K
$2.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-774- 8.23% |
$111K - $135K
|
8.63K
$2.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-775- 39.42% |
$112K - $135K
|
1.19K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-778- 2.65% |
$112K - $136K
|
28.6K
$6.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-782- 10.32% |
$113K - $137K
|
6.8K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-786- 0.5% |
$113K - $137K
|
155K
$37.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-800- 1.56% |
$115K - $140K
|
50.4K
$12.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-813- 4.96% |
$117K - $142K
|
15.6K
$3.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-826- 4.32% |
$119K - $144K
|
18.3K
$4.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-829- 3.66% |
$119K - $145K
|
21.8K
$5.28M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-845- 22.83% |
$122K - $148K
|
2.86K
$691K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-847- 3.04% |
$122K - $148K
|
27.1K
$6.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-848- 0.77% |
$122K - $148K
|
109K
$26.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-855- 0.49% |
$123K - $149K
|
173K
$41.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-857- 12.71% |
$123K - $150K
|
5.89K
$1.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-864- 4.71% |
$124K - $151K
|
17.5K
$4.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-866- 3.79% |
$125K - $151K
|
22K
$5.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-870- 2.97% |
$125K - $152K
|
28.4K
$6.87M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-877- 1.59% |
$126K - $153K
|
54.4K
$13.1M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-882- 16.67% |
$127K - $154K
|
4.41K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-882- 14.1% |
$127K - $154K
|
5.37K
$1.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-883- 2.96% |
$127K - $154K
|
28.9K
$7M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-887- 19.68% |
$128K - $155K
|
3.62K
$876K
|