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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1K- 17.17% |
$193K - $231K
|
4.83K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1K- 29.84% |
$193K - $231K
|
2.35K
$569K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.01K- 6.9% |
$193K - $233K
|
13.6K
$3.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.01K- 2.12% |
$194K - $234K
|
46.7K
$11.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.01K- 14.75% |
$195K - $234K
|
5.84K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.02K- 9.85% |
$196K - $235K
|
9.31K
$2.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.04K- 23.99% |
$200K - $240K
|
3.29K
$794K
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.1K- 3.62% |
$212K - $255K
|
29.3K
$7.08M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.1K- 12.88% |
$212K - $255K
|
7.45K
$1.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.11K- 13.86% |
$214K - $258K
|
6.92K
$1.67M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.12K- 46.44% |
$215K - $258K
|
1.29K
$311K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-1.13K- 0.27% |
$218K - $262K
|
424K
$103M
|
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.15K- 20.48% |
$221K - $266K
|
4.47K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.16K- 0.9% |
$223K - $268K
|
128K
$31M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.17K- 2.34% |
$224K - $270K
|
48.6K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-1.19K- 44.27% |
$229K - $275K
|
1.5K
$362K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 16.03% |
$232K - $278K
|
6.3K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.21K- 1.02% |
$234K - $281K
|
118K
$28.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.24K- 2.19% |
$238K - $286K
|
55.1K
$13.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.25K- 0.67% |
$241K - $289K
|
186K
$45M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.25K- 17.44% |
$241K - $290K
|
5.94K
$1.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.26K- 18.97% |
$242K - $290K
|
5.36K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.27K- 16.72% |
$245K - $294K
|
6.33K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 2.09% |
$245K - $294K
|
59.4K
$14.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.27K- 3.52% |
$245K - $294K
|
34.8K
$8.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.32K- 3.85% |
$254K - $305K
|
33K
$7.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.33K- 6.67% |
$256K - $308K
|
18.6K
$4.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.34K- 4.14% |
$259K - $311K
|
31.1K
$7.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.35K- 16.99% |
$259K - $312K
|
6.58K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.36K- 3.86% |
$262K - $315K
|
33.8K
$8.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.36K- 7.33% |
$263K - $316K
|
17.2K
$4.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.38K- 31.69% |
$266K - $319K
|
2.98K
$719K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.41K- 27.95% |
$271K - $325K
|
3.62K
$876K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.41K- 1.34% |
$271K - $326K
|
104K
$25.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.41K- 2.31% |
$272K - $327K
|
59.9K
$14.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.47K- 3.66% |
$283K - $340K
|
38.7K
$9.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.47K- 23.72% |
$283K - $340K
|
4.73K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.56K- 6.55% |
$301K - $362K
|
22.3K
$5.39M
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.6K- 2.1% |
$307K - $369K
|
74.5K
$18M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.62K- 6.82% |
$312K - $375K
|
22.1K
$5.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.63K- 2.48% |
$314K - $377K
|
64.1K
$15.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.65K- 6.19% |
$317K - $382K
|
25K
$6.04M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.67K- 3.71% |
$321K - $385K
|
43.3K
$10.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.71K- 26.83% |
$328K - $395K
|
4.65K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.72K- 0.86% |
$332K - $399K
|
199K
$48.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.74K- 9.83% |
$335K - $403K
|
16K
$3.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.77K- 2.09% |
$341K - $410K
|
83.1K
$20.1M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.78K- 7.93% |
$343K - $412K
|
20.6K
$4.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.78K- 23.64% |
$343K - $412K
|
5.75K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.79K- 8.06% |
$344K - $413K
|
20.4K
$4.93M
|