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
|
Signature Securities Group Corporation
|
BUY
|
- |
1.44K+ 9.78% |
$207K - $251K
|
16.1K
$3.9M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.43K+ 6.02% |
$206K - $250K
|
25.2K
$6.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.43K+ 66.54% |
$206K - $250K
|
3.58K
$867K
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
1.43KNew |
$206K - $250K
|
1.43K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.42K+ 2.08% |
$205K - $248K
|
69.7K
$16.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.42K+ 60.03% |
$205K - $248K
|
3.79K
$917K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.41K+ 12.71% |
$203K - $247K
|
12.5K
$3.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
1.41KNew |
$203K - $246K
|
1.41K
$341K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.4KNew |
$202K - $244K
|
1.4K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.38K+ 30.4% |
$198K - $240K
|
5.91K
$1.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
1.37K+ 6.47% |
$197K - $239K
|
22.5K
$5.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.36K+ 8.33% |
$196K - $238K
|
17.7K
$4.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.35KNew |
$195K - $236K
|
1.35K
$327K
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
1.35K+ 9.04% |
$195K - $236K
|
16.3K
$3.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
1.35KNew |
$195K - $236K
|
1.35K
$327K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.34KNew |
$193K - $235K
|
1.34K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.34KNew |
$193K - $235K
|
1.34K
$325K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
1.34K+ 1.84% |
$193K - $234K
|
73.9K
$17.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.34KNew |
$192K - $233K
|
1.34K
$323K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.32KNew |
$191K - $231K
|
1.32K
$320K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
BUY
|
- |
1.32KNew |
$190K - $230K
|
1.32K
$319K
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.32KNew |
$190K - $230K
|
1.32K
$318K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.32K+ 4.5% |
$189K - $230K
|
30.5K
$7.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.31KNew |
$189K - $229K
|
1.31K
$318K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.31KNew |
$188K - $228K
|
1.31K
$316K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
1.31KNew |
$188K - $228K
|
1.31K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.3K+ 77.51% |
$188K - $228K
|
2.98K
$722K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.3KNew |
$187K - $227K
|
1.3K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.3KNew |
$187K - $227K
|
1.3K
$314K
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
1.29KNew |
$186K - $226K
|
1.29K
$313K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.29K+ 1.77% |
$186K - $226K
|
74.2K
$17.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.29K+ 299.07% |
$186K - $225K
|
1.72K
$416K
|
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1.28KNew |
$184K - $224K
|
1.28K
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.28KNew |
$184K - $224K
|
1.28K
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.28KNew |
$184K - $223K
|
1.28K
$309K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.27K+ 7.21% |
$183K - $222K
|
18.9K
$4.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.26KNew |
$182K - $221K
|
1.26K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.26K+ 5.24% |
$182K - $220K
|
25.4K
$6.13M
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.26KNew |
$181K - $220K
|
1.26K
$305K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.26K+ 10.4% |
$181K - $220K
|
13.4K
$3.23M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.26KNew |
$181K - $220K
|
1.26K
$304K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1.26KNew |
$181K - $220K
|
1.26K
$304K
|
|
|
Aug 10, 2023
Q2 2023
|
Libra Wealth LLC
|
BUY
|
- |
1.26KNew |
$181K - $220K
|
1.26K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.26KNew |
$181K - $220K
|
1.26K
$304K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$181K - $220K
|
1.26K
$304K
|
|
|
Aug 03, 2023
Q2 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.26KNew |
$181K - $220K
|
1.26K
$304K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.25KNew |
$181K - $219K
|
1.25K
$303K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.25KNew |
$180K - $218K
|
1.25K
$303K
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$180K - $218K
|
1.25K
$302K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
1.24KNew |
$178K - $216K
|
1.24K
$299K
|