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 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.53K- 21.46% |
$220K - $266K
|
5.58K
$1.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.53K- 49.84% |
$220K - $267K
|
1.54K
$372K
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.54K- 1.33% |
$221K - $268K
|
114K
$27.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.57K- 9.58% |
$226K - $274K
|
14.8K
$3.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.59K- 1.48% |
$229K - $277K
|
106K
$25.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.6K- 13.12% |
$230K - $279K
|
10.6K
$2.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.6K- 16.43% |
$230K - $279K
|
8.14K
$1.97M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.62K- 41.9% |
$233K - $283K
|
2.25K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.63K- 33.7% |
$234K - $284K
|
3.2K
$773K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.63K- 33.7% |
$234K - $284K
|
3.2K
$773K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.64K- 12.01% |
$236K - $286K
|
12K
$2.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.67K- 12.48% |
$240K - $292K
|
11.7K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.69K- 21.77% |
$243K - $295K
|
6.08K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.71K- 88.26% |
$247K - $299K
|
228
$55.1K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.75K- 1.75% |
$251K - $305K
|
97.8K
$23.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.75K- 61.53% |
$252K - $306K
|
1.1K
$265K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.77K- 15.62% |
$255K - $309K
|
9.56K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.78K- 12.65% |
$256K - $310K
|
12.3K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.78K- 6.99% |
$257K - $312K
|
23.7K
$5.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.79K- 58.21% |
$257K - $312K
|
1.28K
$310K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.83K- 5.05% |
$263K - $319K
|
34.3K
$8.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.83K- 9.96% |
$264K - $320K
|
16.6K
$4.01M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.84K- 17.11% |
$264K - $321K
|
8.9K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.84K- 27.49% |
$265K - $321K
|
4.85K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.84K- 63.13% |
$265K - $322K
|
1.08K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.9K- 2.6% |
$273K - $332K
|
71.1K
$17.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.9K- 48.68% |
$274K - $332K
|
2.01K
$485K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.91K- 53.19% |
$275K - $334K
|
1.68K
$407K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.94K- 3.54% |
$279K - $339K
|
52.9K
$12.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.96K- 1.72% |
$283K - $343K
|
112K
$27.1M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.98K- 41.93% |
$286K - $346K
|
2.75K
$665K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.03K- 18.15% |
$292K - $354K
|
9.15K
$2.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.03K- 14.29% |
$293K - $355K
|
12.2K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.03K- 10.15% |
$293K - $355K
|
18K
$4.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.07K- 3.85% |
$299K - $362K
|
51.8K
$12.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.11K- 13.64% |
$304K - $369K
|
13.4K
$3.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.14K- 2.93% |
$309K - $374K
|
71K
$17.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.15K- 32.8% |
$310K - $375K
|
4.41K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.18K- 38.77% |
$314K - $381K
|
3.45K
$834K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.19K- 35.3% |
$316K - $383K
|
4.02K
$972K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.2K- 13.91% |
$317K - $384K
|
13.6K
$3.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.26K- 3.44% |
$326K - $395K
|
63.5K
$15.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.27K- 4.78% |
$327K - $397K
|
45.3K
$10.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.31K- 31.09% |
$333K - $403K
|
5.12K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.36K- 5.77% |
$340K - $412K
|
38.6K
$9.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-2.38K- 2.93% |
$342K - $415K
|
78.7K
$19M
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.4K- 49.93% |
$346K - $419K
|
2.41K
$582K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.42K- 11.16% |
$349K - $423K
|
19.3K
$4.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.43K- 52.47% |
$350K - $425K
|
2.2K
$533K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.44K- 18.23% |
$352K - $427K
|
11K
$2.65M
|