Purchases and Sales Made in Q1 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
349+ 59.56% |
$64.3K - $73.6K
|
935
$214K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
348+ 1.18% |
$64.1K - $73.4K
|
29.7K
$6.8M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
341+ 16.21% |
$62.8K - $72K
|
2.45K
$559K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
339+ 1.49% |
$62.4K - $71.5K
|
23.1K
$5.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
338+ 12.21% |
$62.2K - $71.3K
|
3.11K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
331+ 3.31% |
$60.9K - $69.8K
|
10.3K
$2.36M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
330+ 2.82% |
$60.8K - $69.6K
|
12K
$2.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
321+ 18.5% |
$59.1K - $67.7K
|
2.06K
$470K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
316+ 3.18% |
$58.2K - $66.7K
|
10.3K
$2.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
315+ 9.08% |
$58K - $66.5K
|
3.79K
$866K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
313+ 0.88% |
$57.6K - $66K
|
35.9K
$8.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
311+ 16.75% |
$57.3K - $65.6K
|
2.17K
$496K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
306+ 6.05% |
$56.3K - $64.6K
|
5.36K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
306+ 22.7% |
$56.3K - $64.6K
|
1.65K
$378K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
305+ 1794.12% |
$56.2K - $64.4K
|
322
$73.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
303+ 33.01% |
$55.8K - $63.9K
|
1.22K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
303+ 1.09% |
$55.8K - $63.9K
|
28.1K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
300+ 12.87% |
$55.2K - $63.3K
|
2.63K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
299+ 135.91% |
$55.1K - $63.1K
|
519
$119K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
297+ 0.51% |
$54.7K - $62.7K
|
58.6K
$13.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
296+ 1.34% |
$54.5K - $62.5K
|
22.4K
$5.12M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
290+ 21.74% |
$53.4K - $61.2K
|
1.62K
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
288+ 2.96% |
$53K - $60.8K
|
10K
$2.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
287+ 6.41% |
$52.8K - $60.6K
|
4.77K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
278+ 15.45% |
$51.2K - $58.7K
|
2.08K
$475K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
275+ 4.19% |
$50.6K - $58K
|
6.83K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
273+ 3.1% |
$50.3K - $57.6K
|
9.07K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
263+ 9.82% |
$48.4K - $55.5K
|
2.94K
$673K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
260+ 2.8% |
$47.9K - $54.9K
|
9.54K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
255+ 6.03% |
$47K - $53.8K
|
4.49K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
252+ 7.4% |
$46.4K - $53.2K
|
3.66K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
250+ 34.11% |
$46K - $52.8K
|
983
$225K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
248+ 4.58% |
$45.7K - $52.3K
|
5.67K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
247+ 1.92% |
$45.5K - $52.1K
|
13.1K
$2.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
244+ 7.03% |
$44.9K - $51.5K
|
3.72K
$850K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
242+ 6.84% |
$44.6K - $51.1K
|
3.78K
$865K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
241+ 6.05% |
$44.4K - $50.9K
|
4.22K
$966K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
241+ 3.09% |
$44.4K - $50.9K
|
8.03K
$1.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
240+ 4.89% |
$44.2K - $50.6K
|
5.14K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Tlw Wealth Management, LLC
|
BUY
|
- |
239New |
$44K - $50.4K
|
239
$54.7K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
238+ 4.72% |
$43.8K - $50.2K
|
5.28K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
236+ 0.76% |
$43.5K - $49.8K
|
31.5K
$7.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
227+ 20.3% |
$41.8K - $47.9K
|
1.35K
$308K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
223+ 24.78% |
$41.1K - $47.1K
|
1.12K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
221+ 2.42% |
$40.7K - $46.6K
|
9.37K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
221+ 20.56% |
$40.7K - $46.6K
|
1.3K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
221+ 40.33% |
$40.7K - $46.6K
|
769
$176K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
216+ 2.77% |
$39.8K - $45.6K
|
8.01K
$1.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
213+ 19.02% |
$39.2K - $44.9K
|
1.33K
$305K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
204+ 7.83% |
$37.6K - $43K
|
2.81K
$643K
|