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 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
5.04K+ 9.62% |
$725K - $879K
|
57.4K
$13.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
5.02KNew |
$723K - $877K
|
5.02K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.94K+ 7.55% |
$712K - $863K
|
70.4K
$17M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
4.87K+ 10.16% |
$701K - $851K
|
52.8K
$12.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.81KNew |
$692K - $839K
|
4.81K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.77KNew |
$687K - $834K
|
4.77K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.49K+ 25.26% |
$647K - $784K
|
22.3K
$5.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.48K+ 31.54% |
$645K - $783K
|
18.7K
$4.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.47K+ 89.09% |
$643K - $780K
|
9.48K
$2.29M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.39K+ 24.99% |
$632K - $766K
|
21.9K
$5.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.37K+ 37.6% |
$629K - $763K
|
16K
$3.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.31K+ 98.43% |
$621K - $753K
|
8.7K
$2.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.27K+ 16.02% |
$614K - $745K
|
30.9K
$7.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.27K+ 156.21% |
$614K - $745K
|
7K
$1.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.24K+ 19.98% |
$610K - $740K
|
25.5K
$6.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.22KNew |
$608K - $737K
|
4.22K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4.22KNew |
$608K - $737K
|
4.22K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.18KNew |
$601K - $729K
|
4.18K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.11KNew |
$592K - $718K
|
4.11K
$994K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.11K+ 45.76% |
$591K - $717K
|
13.1K
$3.16M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.08K+ 9.9% |
$587K - $712K
|
45.3K
$10.9M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.06K+ 18.48% |
$585K - $709K
|
26K
$6.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.04K+ 4.46% |
$581K - $705K
|
94.6K
$22.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.98K+ 25.14% |
$573K - $695K
|
19.8K
$4.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.91KNew |
$562K - $682K
|
3.91K
$945K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.87KNew |
$557K - $676K
|
3.87K
$936K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.86KNew |
$556K - $675K
|
3.86K
$934K
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
3.83KNew |
$551K - $669K
|
3.83K
$926K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.79K+ 6.9% |
$546K - $662K
|
58.7K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.79K+ 19.55% |
$545K - $661K
|
23.1K
$5.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.78KNew |
$544K - $660K
|
3.78K
$913K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
3.76KNew |
$542K - $657K
|
3.76K
$910K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.73K+ 1.97% |
$537K - $652K
|
193K
$46.7M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
3.64K+ 2.95% |
$524K - $636K
|
127K
$30.7M
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
3.64K+ 48.08% |
$524K - $636K
|
11.2K
$2.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.61K+ 2.65% |
$520K - $630K
|
140K
$33.9M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.6K+ 1.9% |
$518K - $629K
|
193K
$46.6M
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
BUY
|
- |
3.6KNew |
$518K - $628K
|
3.6K
$870K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.59KNew |
$517K - $627K
|
3.59K
$869K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.56KNew |
$513K - $622K
|
3.56K
$862K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.54K+ 1.74% |
$509K - $618K
|
207K
$50.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.5K+ 10.5% |
$503K - $610K
|
36.8K
$8.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.48K+ 5117.65% |
$501K - $608K
|
3.55K
$858K
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.46K+ 14.63% |
$499K - $605K
|
27.1K
$6.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.45KNew |
$497K - $602K
|
3.45K
$834K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
3.41K+ 1.91% |
$490K - $595K
|
182K
$43.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 2.29% |
$485K - $589K
|
151K
$36.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$481K - $583K
|
3.34K
$808K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.32K+ 8.07% |
$478K - $579K
|
44.4K
$10.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.2K+ 51.14% |
$461K - $559K
|
9.45K
$2.29M
|