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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
58+ 4.46% |
$10.7K - $12.2K
|
1.36K
$311K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
57+ 4.23% |
$10.5K - $12K
|
1.41K
$321K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
56+ 66.67% |
$10.3K - $11.8K
|
140
$32K
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
56+ 3.54% |
$10.3K - $11.8K
|
1.64K
$375K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
56+ 2.19% |
$10.3K - $11.8K
|
2.62K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
54+ 2.11% |
$9.94K - $11.4K
|
2.62K
$598K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
53New |
$9.76K - $11.2K
|
53
$12.1K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
53+ 0.77% |
$9.76K - $11.2K
|
6.93K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
53+ 5.54% |
$9.76K - $11.2K
|
1.01K
$231K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
52+ 21.76% |
$9.57K - $11K
|
291
$66.6K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
52+ 20.72% |
$9.57K - $11K
|
303
$69.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
51+ 4.31% |
$9.39K - $10.8K
|
1.23K
$282K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
51+ 0.88% |
$9.39K - $10.8K
|
5.86K
$1.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
50+ 0.59% |
$9.21K - $10.6K
|
8.51K
$1.95M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
50+ 0.95% |
$9.21K - $10.6K
|
5.33K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
50+ 0.41% |
$9.21K - $10.6K
|
12.2K
$2.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
50+ 1.61% |
$9.21K - $10.6K
|
3.15K
$721K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
50+ 0.82% |
$9.21K - $10.6K
|
6.17K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
49+ 1.74% |
$9.02K - $10.3K
|
2.86K
$655K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
48+ 0.33% |
$8.84K - $10.1K
|
14.6K
$3.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
48+ 0.24% |
$8.84K - $10.1K
|
20.2K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
47+ 1.54% |
$8.65K - $9.92K
|
3.11K
$711K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
45+ 18.67% |
$8.29K - $9.5K
|
286
$65.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
44+ 0.07% |
$8.1K - $9.28K
|
62.1K
$14.2M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
43+ 0.95% |
$7.92K - $9.07K
|
4.55K
$1.04M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
42+ 0.13% |
$7.73K - $8.86K
|
33.2K
$7.6M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
41New |
$7.55K - $8.65K
|
41
$9.38K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40New |
$7.36K - $8.44K
|
40
$9.15K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
40+ 0.44% |
$7.36K - $8.44K
|
9.11K
$2.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
40+ 3.14% |
$7.36K - $8.44K
|
1.31K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
40New |
$7.36K - $8.44K
|
40
$9.15K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
39+ 0.18% |
$7.18K - $8.23K
|
22K
$5.03M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39+ 1.74% |
$7.18K - $8.23K
|
2.29K
$523K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
39+ 2.8% |
$7.18K - $8.23K
|
1.43K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
39+ 2.22% |
$7.18K - $8.23K
|
1.8K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
38+ 0.76% |
$7K - $8.02K
|
5.05K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
37+ 0.18% |
$6.81K - $7.81K
|
20.8K
$4.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
35+ 1.71% |
$6.44K - $7.39K
|
2.08K
$476K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
35+ 5.76% |
$6.44K - $7.39K
|
643
$147K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
35+ 0.82% |
$6.44K - $7.39K
|
4.3K
$984K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
34+ 0.53% |
$6.26K - $7.17K
|
6.4K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
34+ 0.26% |
$6.26K - $7.17K
|
13.1K
$3M
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
33+ 0.87% |
$6.08K - $6.96K
|
3.83K
$876K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
32New |
$5.89K - $6.75K
|
32
$7.32K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
31+ 0.65% |
$5.71K - $6.54K
|
4.83K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
31+ 0.29% |
$5.71K - $6.54K
|
10.9K
$2.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
30+ 1.96% |
$5.52K - $6.33K
|
1.56K
$358K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
30New |
$5.52K - $6.33K
|
30
$6.86K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
29+ 0.88% |
$5.34K - $6.12K
|
3.34K
$764K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
28+ 0.81% |
$5.16K - $5.91K
|
3.47K
$793K
|