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 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.2K+ 284.27% |
$460K - $558K
|
4.32K
$1.05M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$460K - $558K
|
3.2K
$773K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.19K+ 2.31% |
$459K - $556K
|
141K
$34.2M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
3.17K+ 4.82% |
$457K - $554K
|
69K
$16.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.11K+ 4.33% |
$448K - $544K
|
74.9K
$18.1M
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
3.09K+ 2.86% |
$445K - $540K
|
111K
$26.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
3.08K+ 80.41% |
$444K - $538K
|
6.92K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.07KNew |
$442K - $536K
|
3.07K
$743K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.06K+ 18.25% |
$440K - $534K
|
19.8K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.04K+ 15.95% |
$437K - $530K
|
22.1K
$5.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.04K+ 6.08% |
$437K - $530K
|
53K
$12.8M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3KNew |
$432K - $525K
|
3K
$726K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2.92K+ 20.1% |
$420K - $509K
|
17.4K
$4.21M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.86K+ 10.78% |
$412K - $500K
|
29.4K
$7.12M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.83K+ 89.37% |
$407K - $493K
|
5.99K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.81K+ 15.62% |
$404K - $490K
|
20.8K
$5.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.77K+ 4.85% |
$399K - $484K
|
59.8K
$14.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.75KNew |
$396K - $481K
|
2.75K
$666K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.75K+ 20.01% |
$395K - $480K
|
16.5K
$3.98M
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.65KNew |
$382K - $463K
|
2.65K
$642K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.64K+ 132.96% |
$380K - $461K
|
4.63K
$1.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$375K - $455K
|
2.61K
$631K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.61K+ 31.67% |
$375K - $455K
|
10.8K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.57K+ 157.96% |
$370K - $449K
|
4.2K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.51KNew |
$361K - $438K
|
2.51K
$607K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.5KNew |
$360K - $437K
|
2.5K
$605K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
2.5K+ 8.67% |
$360K - $436K
|
31.3K
$7.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.47K+ 109.7% |
$355K - $431K
|
4.71K
$1.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.43K+ 4.87% |
$349K - $424K
|
52.3K
$12.6M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.43K+ 4.87% |
$349K - $424K
|
52.3K
$12.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.42K+ 38.6% |
$348K - $422K
|
8.68K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.41K+ 10.74% |
$347K - $421K
|
24.9K
$6.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.41K+ 8.57% |
$346K - $420K
|
30.5K
$7.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.38K+ 36.1% |
$342K - $415K
|
8.96K
$2.17M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.35K+ 50.48% |
$339K - $411K
|
7.02K
$1.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.33K+ 2.54% |
$336K - $407K
|
94.1K
$22.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.31K+ 52.86% |
$333K - $404K
|
6.68K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.26K+ 3.77% |
$325K - $394K
|
62.1K
$15M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.22K+ 57.0% |
$320K - $388K
|
6.12K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.18K+ 57.57% |
$314K - $381K
|
5.97K
$1.44M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.17K+ 13.55% |
$312K - $378K
|
18.2K
$4.39M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.16K+ 59.35% |
$310K - $376K
|
5.79K
$1.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$310K - $375K
|
2.15K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.12K+ 52.95% |
$306K - $371K
|
6.14K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.1KNew |
$302K - $367K
|
2.1K
$508K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.09K+ 5.54% |
$301K - $365K
|
39.8K
$9.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$299K - $363K
|
2.08K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$296K - $359K
|
2.05K
$496K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.05K+ 42.09% |
$295K - $358K
|
6.91K
$1.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.04KNew |
$294K - $357K
|
2.04K
$494K
|