Purchases and Sales Made in Q2 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q2 2024. 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 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-290- 2.89% |
$55.8K - $67.1K
|
9.73K
$2.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-291- 2.16% |
$56K - $67.3K
|
13.2K
$3.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-299- 3.48% |
$57.6K - $69.2K
|
8.29K
$2M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-303- 0.81% |
$58.3K - $70.1K
|
37K
$8.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-310- 23.65% |
$59.7K - $71.7K
|
1K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-310- 0.86% |
$59.7K - $71.7K
|
35.6K
$8.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-311- 19.3% |
$59.9K - $72K
|
1.3K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-311- 1.51% |
$59.9K - $72K
|
20.3K
$4.92M
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-313- 6.16% |
$60.3K - $72.4K
|
4.77K
$1.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-314- 25.28% |
$60.5K - $72.7K
|
928
$224K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-315- 45.72% |
$60.6K - $72.9K
|
374
$90.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-323- 24.25% |
$62.2K - $74.7K
|
1.01K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-323- 13.47% |
$62.2K - $74.7K
|
2.08K
$502K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-331- 1.3% |
$63.7K - $76.6K
|
25K
$6.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-333- 14.12% |
$64.1K - $77.1K
|
2.03K
$490K
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-336- 6.25% |
$64.7K - $77.8K
|
5.04K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-340- 0.81% |
$65.5K - $78.7K
|
41.9K
$10.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-341- 5.88% |
$65.7K - $78.9K
|
5.46K
$1.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-344- 6.55% |
$66.2K - $79.6K
|
4.91K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-344- 11.18% |
$66.2K - $79.6K
|
2.73K
$661K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-346- 0.29% |
$66.6K - $80.1K
|
118K
$28.6M
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-346- 1.79% |
$66.6K - $80.1K
|
18.9K
$4.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-347- 1.03% |
$66.8K - $80.3K
|
33.3K
$8.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-349- 0.99% |
$67.2K - $80.8K
|
35.1K
$8.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-349- 6.62% |
$67.2K - $80.8K
|
4.92K
$1.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-350- 1.22% |
$67.4K - $81K
|
28.3K
$6.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-368- 2.99% |
$70.9K - $85.2K
|
12K
$2.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-370- 2.74% |
$71.2K - $85.6K
|
13.1K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-371- 22.51% |
$71.4K - $85.9K
|
1.28K
$309K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-372- 10.11% |
$71.6K - $86.1K
|
3.31K
$800K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-376- 5.84% |
$72.4K - $87K
|
6.07K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-377- 3.19% |
$72.6K - $87.2K
|
11.4K
$2.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-384- 20.57% |
$73.9K - $88.9K
|
1.48K
$359K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-389- 0.36% |
$74.9K - $90K
|
107K
$25.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-402- 2.6% |
$77.4K - $93K
|
15.1K
$3.64M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-405- 2.56% |
$78K - $93.7K
|
15.4K
$3.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-407- 4.45% |
$78.4K - $94.2K
|
8.74K
$2.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-408- 5.01% |
$78.6K - $94.4K
|
7.73K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-411- 38.13% |
$79.1K - $95.1K
|
667
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-411- 28.29% |
$79.1K - $95.1K
|
1.04K
$252K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-412- 1.15% |
$79.3K - $95.3K
|
35.5K
$8.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-414- 5.8% |
$79.7K - $95.8K
|
6.73K
$1.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-414- 9.8% |
$79.7K - $95.8K
|
3.81K
$921K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-416- 25.15% |
$80.1K - $96.3K
|
1.24K
$299K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-422- 4.03% |
$81.2K - $97.7K
|
10K
$2.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-425- 2.69% |
$81.8K - $98.3K
|
15.4K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-425- 24.41% |
$81.8K - $98.3K
|
1.32K
$318K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-429- 22.34% |
$82.6K - $99.3K
|
1.49K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-433- 20.13% |
$83.4K - $100K
|
1.72K
$415K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-435- 21.37% |
$83.8K - $101K
|
1.6K
$387K
|