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 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.17K+ 28.26% |
$803K - $965K
|
18.9K
$4.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
4.1KNew |
$789K - $949K
|
4.1K
$946K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
4.09KNew |
$787K - $946K
|
4.09K
$944K
|
|
|
Aug 07, 2024
Q2 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.99K+ 1.28% |
$768K - $923K
|
315K
$72.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.92K+ 15.22% |
$755K - $908K
|
29.7K
$6.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.91K+ 3.58% |
$753K - $906K
|
113K
$26.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
3.91K+ 5.27% |
$753K - $905K
|
78.1K
$18M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
3.9K+ 133.54% |
$751K - $903K
|
6.82K
$1.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
3.89KNew |
$749K - $900K
|
3.89K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.88K+ 68.45% |
$747K - $898K
|
9.55K
$2.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.86K+ 31.7% |
$743K - $893K
|
16K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.85K+ 42.59% |
$741K - $891K
|
12.9K
$2.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.72K+ 12.21% |
$717K - $862K
|
34.2K
$7.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.67K+ 6.26% |
$707K - $850K
|
62.4K
$14.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.66K+ 16.14% |
$705K - $847K
|
26.3K
$6.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.56K+ 27.9% |
$686K - $824K
|
16.3K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.52KNew |
$678K - $815K
|
3.52K
$813K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.34K+ 150.29% |
$643K - $772K
|
5.56K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.25KNew |
$626K - $752K
|
3.25K
$750K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
3.18K+ 21.1% |
$613K - $737K
|
18.3K
$4.22M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.18KNew |
$612K - $736K
|
3.18K
$734K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.16K+ 36.51% |
$609K - $732K
|
11.8K
$2.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.16K+ 22.75% |
$608K - $731K
|
17.1K
$3.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.15K+ 2.31% |
$607K - $730K
|
140K
$32.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
3.1K+ 316.55% |
$597K - $717K
|
4.08K
$941K
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.1KNew |
$596K - $716K
|
3.1K
$714K
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.09K+ 3.41% |
$595K - $715K
|
93.6K
$21.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 1.46% |
$590K - $710K
|
213K
$49.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.02KNew |
$581K - $698K
|
3.02K
$696K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.01K+ 5.85% |
$579K - $696K
|
54.4K
$12.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.94K+ 35.39% |
$566K - $681K
|
11.3K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.93KNew |
$565K - $679K
|
2.93K
$677K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.9KNew |
$557K - $670K
|
2.9K
$668K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.89K+ 11.54% |
$556K - $669K
|
27.9K
$6.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.86K+ 4.37% |
$551K - $663K
|
68.3K
$15.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.83K+ 11.25% |
$545K - $656K
|
28K
$6.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.79K+ 3.95% |
$537K - $646K
|
73.5K
$17M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.78K+ 37.92% |
$536K - $644K
|
10.1K
$2.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.78K+ 4.21% |
$535K - $643K
|
68.7K
$15.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.77KNew |
$533K - $641K
|
2.77K
$639K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.77K+ 12.4% |
$533K - $640K
|
25.1K
$5.79M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.73K+ 148.83% |
$525K - $631K
|
4.56K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.72K+ 140.4% |
$524K - $630K
|
4.66K
$1.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.72K+ 76.17% |
$523K - $629K
|
6.28K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.64K+ 57.56% |
$508K - $611K
|
7.23K
$1.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.62K+ 5.43% |
$505K - $607K
|
51K
$11.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.62K+ 35.03% |
$504K - $605K
|
10.1K
$2.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.62K+ 206.07% |
$503K - $605K
|
3.88K
$896K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.56K+ 45.6% |
$493K - $593K
|
8.18K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.53KNew |
$487K - $586K
|
2.53K
$584K
|