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 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
203+ 11.01% |
$37.4K - $42.8K
|
2.05K
$468K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 5.64% |
$36.8K - $42.2K
|
3.74K
$856K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
196+ 13.41% |
$36.1K - $41.4K
|
1.66K
$379K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
190+ 1.56% |
$35K - $40.1K
|
12.4K
$2.84M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
188+ 0.99% |
$34.6K - $39.7K
|
19.1K
$4.37M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
186+ 7.59% |
$34.2K - $39.2K
|
2.64K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
184+ 2.85% |
$33.9K - $38.8K
|
6.63K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
182+ 1.83% |
$33.5K - $38.4K
|
10.1K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
180+ 8.96% |
$33.1K - $38K
|
2.19K
$501K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
178+ 3.09% |
$32.8K - $37.6K
|
5.94K
$1.36M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
177+ 5.27% |
$32.6K - $37.4K
|
3.53K
$808K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
172+ 5.47% |
$31.7K - $36.3K
|
3.32K
$759K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
167+ 0.23% |
$30.7K - $35.2K
|
71.8K
$16.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
166+ 3.64% |
$30.6K - $35K
|
4.73K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
161+ 17.56% |
$29.6K - $34K
|
1.08K
$247K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
160+ 3.2% |
$29.5K - $33.8K
|
5.16K
$1.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
158+ 9.62% |
$29.1K - $33.3K
|
1.8K
$412K
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
157+ 1.29% |
$28.9K - $33.1K
|
12.3K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
156+ 1.43% |
$28.7K - $32.9K
|
11.1K
$2.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
155+ 2.46% |
$28.5K - $32.7K
|
6.45K
$1.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
154+ 7.42% |
$28.4K - $32.5K
|
2.23K
$510K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
150+ 7.56% |
$27.6K - $31.7K
|
2.14K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
149+ 7.03% |
$27.4K - $31.4K
|
2.27K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
149+ 0.07% |
$27.4K - $31.4K
|
211K
$48.3M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
146+ 1.0% |
$26.9K - $30.8K
|
14.8K
$3.38M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
146+ 100.0% |
$26.9K - $30.8K
|
292
$66.8K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
146+ 7.68% |
$26.9K - $30.8K
|
2.05K
$468K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
145+ 12.64% |
$26.7K - $30.6K
|
1.29K
$296K
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
144+ 0.87% |
$26.5K - $30.4K
|
16.6K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
143+ 2.93% |
$26.3K - $30.2K
|
5.03K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
142+ 8.23% |
$26.1K - $30K
|
1.87K
$427K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
142+ 591.67% |
$26.1K - $30K
|
166
$38K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
140+ 0.43% |
$25.8K - $29.5K
|
32.8K
$7.51M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
140+ 5.37% |
$25.8K - $29.5K
|
2.75K
$628K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
138+ 1.69% |
$25.4K - $29.1K
|
8.31K
$1.9M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
136+ 3.79% |
$25K - $28.7K
|
3.72K
$852K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
134+ 4.1% |
$24.7K - $28.3K
|
3.4K
$778K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
133+ 5.67% |
$24.5K - $28.1K
|
2.48K
$567K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
132+ 4.84% |
$24.3K - $27.9K
|
2.86K
$654K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
131+ 1.52% |
$24.1K - $27.6K
|
8.75K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
130+ 25.39% |
$23.9K - $27.4K
|
642
$147K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
128+ 1.89% |
$23.6K - $27K
|
6.91K
$1.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
127+ 2.3% |
$23.4K - $26.8K
|
5.65K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
127+ 7.4% |
$23.4K - $26.8K
|
1.84K
$422K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
126+ 12.08% |
$23.2K - $26.6K
|
1.17K
$267K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
125+ 3.63% |
$23K - $26.4K
|
3.57K
$816K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
124+ 10.25% |
$22.8K - $26.2K
|
1.33K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
124+ 1.23% |
$22.8K - $26.2K
|
10.2K
$2.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
118+ 2.51% |
$21.7K - $24.9K
|
4.81K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
117+ 0.56% |
$21.5K - $24.7K
|
20.9K
$4.78M
|