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 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-906- 0.39% |
$130K - $158K
|
231K
$55.8M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-913- 8.2% |
$131K - $159K
|
10.2K
$2.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-927- 3.59% |
$133K - $162K
|
24.9K
$6.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-945- 1.88% |
$136K - $165K
|
49.3K
$11.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-952- 14.53% |
$137K - $166K
|
5.6K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-966- 3.86% |
$139K - $169K
|
24K
$5.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-994- 28.43% |
$143K - $174K
|
2.5K
$605K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-1K- 2.68% |
$144K - $175K
|
36.4K
$8.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1K- 7.02% |
$145K - $175K
|
13.3K
$3.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.04K- 10.47% |
$150K - $182K
|
8.91K
$2.15M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.05K- 18.6% |
$151K - $183K
|
4.58K
$1.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-1.06K- 41.41% |
$153K - $185K
|
1.5K
$363K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.07K- 11.15% |
$155K - $188K
|
8.56K
$2.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.08K- 2.25% |
$155K - $188K
|
47K
$11.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.08K- 1.58% |
$156K - $189K
|
67.4K
$16.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.1K- 8.33% |
$158K - $191K
|
12K
$2.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1.11K- 12.33% |
$159K - $193K
|
7.85K
$1.9M
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-1.12K- 1.42% |
$162K - $196K
|
78K
$18.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.16K- 2.87% |
$167K - $202K
|
39.3K
$9.5M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.19K- 7.59% |
$171K - $207K
|
14.4K
$3.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.19K- 8.02% |
$172K - $208K
|
13.7K
$3.31M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1.2K- 38.34% |
$173K - $210K
|
1.93K
$467K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.21K- 6.52% |
$174K - $211K
|
17.3K
$4.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.22K- 5.82% |
$176K - $214K
|
19.8K
$4.79M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.24K- 27.58% |
$178K - $216K
|
3.25K
$786K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.24K- 2.91% |
$179K - $217K
|
41.4K
$10M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.25K- 16.5% |
$180K - $219K
|
6.34K
$1.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.27K- 8.78% |
$182K - $221K
|
13.1K
$3.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.3K- 4.6% |
$187K - $227K
|
26.9K
$6.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.31K- 6.62% |
$188K - $228K
|
18.4K
$4.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.33K- 0.82% |
$191K - $232K
|
161K
$38.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-1.34K- 31.89% |
$192K - $233K
|
2.86K
$691K
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.34K- 7.22% |
$193K - $234K
|
17.2K
$4.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.34K- 5.44% |
$193K - $234K
|
23.3K
$5.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 12.86% |
$193K - $235K
|
9.1K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.35K- 12.84% |
$194K - $236K
|
9.16K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 0.99% |
$195K - $236K
|
135K
$32.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.36K- 12.06% |
$196K - $237K
|
9.91K
$2.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.37K- 12.16% |
$198K - $240K
|
9.93K
$2.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.38K- 5.6% |
$198K - $240K
|
23.2K
$5.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.43K- 18.44% |
$206K - $250K
|
6.33K
$1.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.44K- 15.43% |
$207K - $251K
|
7.87K
$1.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.44K- 19.56% |
$208K - $252K
|
5.94K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.45K- 2.83% |
$208K - $253K
|
49.6K
$12M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.46K- 2.35% |
$211K - $255K
|
60.7K
$14.7M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-1.48K- 7.59% |
$212K - $258K
|
18K
$4.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.49K- 5.2% |
$214K - $259K
|
27.1K
$6.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.5K- 1.25% |
$216K - $262K
|
118K
$28.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.5K- 28.11% |
$216K - $262K
|
3.84K
$928K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.51K- 22.47% |
$217K - $264K
|
5.21K
$1.26M
|