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
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.69K+ 9.07% |
$326K - $392K
|
20.3K
$4.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.68K+ 11.94% |
$324K - $390K
|
15.8K
$3.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.67KNew |
$321K - $386K
|
1.67K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.64K+ 12.44% |
$317K - $380K
|
14.9K
$3.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.63K+ 6.76% |
$314K - $377K
|
25.7K
$6.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.58KNew |
$304K - $365K
|
1.58K
$382K
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.55K+ 35.33% |
$299K - $359K
|
5.95K
$1.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.52K+ 14.31% |
$293K - $352K
|
12.1K
$2.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.5K+ 12.05% |
$289K - $348K
|
14K
$3.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.5K+ 143.12% |
$288K - $346K
|
2.54K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.49K+ 0.73% |
$287K - $345K
|
206K
$49.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.49KNew |
$286K - $344K
|
1.49K
$359K
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.48KNew |
$285K - $342K
|
1.48K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.47K+ 1.61% |
$283K - $340K
|
92.8K
$22.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.45K+ 0.26% |
$280K - $336K
|
563K
$136M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.45K+ 163.43% |
$279K - $335K
|
2.33K
$564K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.45K+ 30.0% |
$279K - $335K
|
6.27K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
1.43K+ 19.88% |
$276K - $331K
|
8.63K
$2.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.43K+ 4.81% |
$275K - $331K
|
31.1K
$7.53M
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.42KNew |
$274K - $329K
|
1.42K
$344K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.41KNew |
$272K - $327K
|
1.41K
$342K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.4KNew |
$270K - $325K
|
1.4K
$340K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.4K+ 80.46% |
$270K - $325K
|
3.15K
$761K
|
|
|
Aug 13, 2024
Q2 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.4K+ 28.31% |
$270K - $324K
|
6.35K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.39KNew |
$268K - $322K
|
1.39K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.39K+ 3.56% |
$267K - $321K
|
40.4K
$9.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.39KNew |
$267K - $321K
|
1.39K
$335K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.38K+ 5.28% |
$265K - $319K
|
27.5K
$6.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.38KNew |
$265K - $318K
|
1.38K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 46.83% |
$265K - $318K
|
4.31K
$1.04M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.36K+ 144.23% |
$262K - $315K
|
2.31K
$558K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.34KNew |
$257K - $309K
|
1.34K
$323K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.33KNew |
$256K - $308K
|
1.33K
$322K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.33KNew |
$256K - $307K
|
1.33K
$321K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.33K+ 3.01% |
$255K - $307K
|
45.4K
$11M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.32K+ 21.54% |
$253K - $305K
|
7.43K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.31KNew |
$252K - $303K
|
1.31K
$316K
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.3KNew |
$250K - $301K
|
1.3K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.27K+ 0.12% |
$244K - $293K
|
1.02M
$247M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.26K+ 93.4% |
$242K - $291K
|
2.61K
$630K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
1.25KNew |
$240K - $288K
|
1.25K
$301K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.24K+ 30.72% |
$239K - $287K
|
5.28K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.24K+ 3.05% |
$238K - $286K
|
41.7K
$10.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.23K+ 45.98% |
$236K - $283K
|
3.89K
$940K
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.22K+ 1.04% |
$235K - $283K
|
119K
$28.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.22K+ 9.97% |
$234K - $281K
|
13.4K
$3.24M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.21K+ 3.38% |
$233K - $280K
|
37.1K
$8.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.21K+ 10.02% |
$233K - $280K
|
13.3K
$3.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.2KNew |
$231K - $278K
|
1.2K
$290K
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.2K+ 254.78% |
$231K - $278K
|
1.67K
$404K
|