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 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
2.49K+ 6.53% |
$480K - $577K
|
40.7K
$9.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.48K+ 17.54% |
$477K - $574K
|
16.6K
$4.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.47KNew |
$476K - $572K
|
2.47K
$598K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.47K+ 2.61% |
$476K - $572K
|
97.2K
$23.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.47K+ 29.46% |
$476K - $572K
|
10.9K
$2.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.45K+ 1.21% |
$471K - $566K
|
204K
$49.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.44K+ 21.1% |
$470K - $565K
|
14K
$3.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.41K+ 5.09% |
$464K - $558K
|
49.7K
$12M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.38KNew |
$459K - $551K
|
2.38K
$576K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.37K+ 27.27% |
$457K - $549K
|
11.1K
$2.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.37K+ 0.78% |
$456K - $548K
|
306K
$74.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
2.36K+ 10.62% |
$455K - $547K
|
24.6K
$5.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.31K+ 14.66% |
$444K - $534K
|
18.1K
$4.37M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
2.29K+ 2.92% |
$441K - $529K
|
80.5K
$19.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.26K+ 18.96% |
$434K - $522K
|
14.2K
$3.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.24K+ 4.04% |
$432K - $519K
|
57.8K
$14M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.22K+ 2.26% |
$427K - $513K
|
100K
$24.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.22K+ 1.63% |
$427K - $513K
|
139K
$33.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.2KNew |
$423K - $508K
|
2.2K
$531K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.15K+ 13.95% |
$415K - $498K
|
17.6K
$4.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.15KNew |
$414K - $498K
|
2.15K
$520K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.13K+ 11.52% |
$410K - $492K
|
20.6K
$4.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.11K+ 46.78% |
$407K - $489K
|
6.63K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.08K+ 13.1% |
$401K - $482K
|
18K
$4.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
2.04K+ 2.01% |
$392K - $471K
|
104K
$25M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.04K+ 2.76% |
$392K - $471K
|
75.8K
$18.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.04KNew |
$392K - $471K
|
2.04K
$492K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
2.03K+ 5.0% |
$391K - $470K
|
42.6K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.01KNew |
$387K - $465K
|
2.01K
$486K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2K+ 6.27% |
$385K - $463K
|
33.9K
$8.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2KNew |
$385K - $463K
|
2K
$484K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.96K+ 14.11% |
$378K - $454K
|
15.9K
$3.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.95K+ 1.46% |
$375K - $451K
|
135K
$32.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.94K+ 2.62% |
$373K - $448K
|
75.9K
$18.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.91KNew |
$367K - $441K
|
1.91K
$461K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.88K+ 4.41% |
$363K - $436K
|
44.6K
$10.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.88K+ 5.55% |
$361K - $434K
|
35.6K
$8.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.86K+ 8.02% |
$358K - $431K
|
25.1K
$6.06M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.86K+ 47.3% |
$358K - $430K
|
5.79K
$1.4M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.85KNew |
$357K - $429K
|
1.85K
$448K
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.83KNew |
$352K - $423K
|
1.83K
$442K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.83K+ 232.57% |
$352K - $423K
|
2.61K
$632K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.8K+ 1.81% |
$346K - $416K
|
101K
$24.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.78K+ 24.09% |
$342K - $411K
|
9.14K
$2.21M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.75KNew |
$337K - $405K
|
1.75K
$424K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.74K+ 3.06% |
$335K - $402K
|
58.5K
$14.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.73K+ 7.89% |
$334K - $401K
|
23.7K
$5.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.73K+ 12.13% |
$332K - $399K
|
16K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.72K+ 1.21% |
$332K - $399K
|
144K
$34.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.72K+ 19.96% |
$330K - $397K
|
10.3K
$2.49M
|