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 11, 2023
Q2 2023
|
Lodge Hill Capital, LLC
New York, NY |
BUY
|
- |
10KNew |
$1.44M - $1.75M
|
10K
$2.42M
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.87K+ 523.34% |
$1.42M - $1.72M
|
11.8K
$2.84M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.81K+ 54.61% |
$1.41M - $1.71M
|
27.8K
$6.72M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.8K+ 6.28% |
$1.41M - $1.71M
|
166K
$40.1M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.75K+ 6.05% |
$1.4M - $1.7M
|
171K
$41.3M
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.75K+ 2.08% |
$1.4M - $1.7M
|
479K
$116M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.73K+ 0.95% |
$1.4M - $1.7M
|
1.04M
$251M
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
9.61KNew |
$1.38M - $1.68M
|
9.61K
$2.32M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
9.49K+ 21.96% |
$1.37M - $1.66M
|
52.7K
$12.7M
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
9.44K+ 8.75% |
$1.36M - $1.65M
|
117K
$28.4M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.39KNew |
$1.35M - $1.64M
|
9.39K
$2.27M
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
9.35K+ 21.84% |
$1.35M - $1.63M
|
52.2K
$12.6M
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8.89KNew |
$1.28M - $1.55M
|
8.89K
$2.15M
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.57K+ 60.71% |
$1.23M - $1.5M
|
22.7K
$5.49M
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
8.36K+ 102.39% |
$1.2M - $1.46M
|
16.5K
$4M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.26K+ 13.58% |
$1.19M - $1.44M
|
69K
$16.7M
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8.12K+ 2.37% |
$1.17M - $1.42M
|
351K
$84.9M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.72K+ 19.36% |
$1.11M - $1.35M
|
47.6K
$11.5M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.63K+ 160.79% |
$1.1M - $1.33M
|
12.4K
$2.99M
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
7.56KNew |
$1.09M - $1.32M
|
7.56K
$1.83M
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
7.42K+ 53.8% |
$1.07M - $1.29M
|
21.2K
$5.13M
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
7.36K+ 268.27% |
$1.06M - $1.29M
|
10.1K
$2.44M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.28KNew |
$1.05M - $1.27M
|
7.28K
$1.76M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
7.28K+ 12.33% |
$1.05M - $1.27M
|
66.3K
$16M
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.24K+ 1165.38% |
$1.04M - $1.26M
|
7.86K
$1.9M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.18K+ 104.18% |
$1.03M - $1.25M
|
14.1K
$3.4M
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.03KNew |
$1.01M - $1.23M
|
7.03K
$1.7M
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.01KNew |
$1.01M - $1.22M
|
7.01K
$1.69M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.99K+ 88.18% |
$1.01M - $1.22M
|
14.9K
$3.61M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.82K+ 10.31% |
$982K - $1.19M
|
73K
$17.6M
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
6.7K+ 202.26% |
$965K - $1.17M
|
10K
$2.42M
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.68KNew |
$962K - $1.17M
|
6.68K
$1.62M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.61K+ 9.59% |
$951K - $1.15M
|
75.5K
$18.3M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.32K+ 8.62% |
$910K - $1.1M
|
79.6K
$19.3M
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
6.11KNew |
$880K - $1.07M
|
6.11K
$1.48M
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.1KNew |
$878K - $1.07M
|
6.1K
$1.48M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6.1KNew |
$878K - $1.06M
|
6.1K
$1.47M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.09K+ 42.79% |
$877K - $1.06M
|
20.3K
$4.91M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
5.93K+ 10.94% |
$854K - $1.04M
|
60.2K
$14.5M
|
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.9K+ 35.76% |
$849K - $1.03M
|
22.4K
$5.42M
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
5.73KNew |
$824K - $1M
|
5.73K
$1.38M
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.69KNew |
$819K - $994K
|
5.69K
$1.38M
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.66K+ 104.43% |
$815K - $988K
|
11.1K
$2.68M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.56KNew |
$801K - $972K
|
5.56K
$1.35M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.56K+ 745.31% |
$800K - $971K
|
6.31K
$1.52M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.41K+ 198.71% |
$778K - $944K
|
8.13K
$1.96M
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.33KNew |
$767K - $930K
|
5.33K
$1.29M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.29K+ 235.74% |
$762K - $924K
|
7.53K
$1.82M
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.2K+ 135.13% |
$749K - $908K
|
9.05K
$2.19M
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.06K+ 103.48% |
$728K - $883K
|
9.94K
$2.4M
|