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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.27KNew |
$419K - $480K
|
2.27K
$520K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.25K+ 14.94% |
$414K - $475K
|
17.3K
$3.96M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.25K+ 1.67% |
$413K - $474K
|
136K
$31.2M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.24K+ 73.98% |
$413K - $473K
|
5.27K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.22K+ 3.64% |
$408K - $468K
|
63.1K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.17K+ 3.77% |
$399K - $457K
|
59.6K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.15KNew |
$396K - $454K
|
2.15K
$492K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.13KNew |
$393K - $450K
|
2.13K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.12K+ 22.01% |
$390K - $447K
|
11.7K
$2.69M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$382K - $438K
|
2.08K
$475K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.06KNew |
$379K - $434K
|
2.06K
$471K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.06K+ 4.68% |
$379K - $434K
|
46K
$10.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.03K+ 9.91% |
$373K - $427K
|
22.5K
$5.14M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.02KNew |
$372K - $426K
|
2.02K
$462K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.02KNew |
$372K - $426K
|
2.02K
$462K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2K+ 107.07% |
$368K - $422K
|
3.87K
$885K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 18.72% |
$365K - $418K
|
12.6K
$2.88M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.97K+ 31.02% |
$363K - $416K
|
8.32K
$1.9M
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.94KNew |
$357K - $409K
|
1.94K
$443K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.93K+ 5.69% |
$355K - $407K
|
35.8K
$8.2M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
1.92KNew |
$353K - $404K
|
1.92K
$438K
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
1.9KNew |
$350K - $401K
|
1.9K
$435K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
1.9K+ 1.45% |
$349K - $401K
|
133K
$30.4M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.9K+ 103.83% |
$349K - $401K
|
3.73K
$852K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 13.86% |
$349K - $400K
|
15.6K
$3.56M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1.88K+ 2.46% |
$345K - $396K
|
78.3K
$17.9M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.86K+ 24.9% |
$343K - $393K
|
9.34K
$2.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.86K+ 15.46% |
$342K - $392K
|
13.9K
$3.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.86K+ 64.68% |
$342K - $392K
|
4.73K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.86K+ 0.98% |
$342K - $392K
|
191K
$43.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.85KNew |
$340K - $390K
|
1.85K
$423K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.85K+ 6.56% |
$340K - $390K
|
30K
$6.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.82K+ 7.98% |
$335K - $384K
|
24.6K
$5.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.78KNew |
$327K - $375K
|
1.78K
$406K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.76K+ 4.38% |
$324K - $371K
|
41.9K
$9.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
1.76K+ 6.25% |
$324K - $371K
|
29.9K
$6.83M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
1.75K+ 30.57% |
$322K - $369K
|
7.48K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.75KNew |
$321K - $368K
|
1.75K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.68KNew |
$309K - $355K
|
1.68K
$384K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.67K+ 2.42% |
$307K - $352K
|
70.5K
$16.1M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.67K+ 0.36% |
$307K - $352K
|
469K
$107M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.65KNew |
$303K - $347K
|
1.65K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.64K+ 1.49% |
$302K - $346K
|
112K
$25.6M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.63K+ 61.36% |
$300K - $344K
|
4.28K
$980K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.63K+ 2.86% |
$300K - $343K
|
58.5K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.63K+ 18.34% |
$299K - $343K
|
10.5K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
1.6K+ 2.12% |
$295K - $338K
|
77.2K
$17.7M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.6KNew |
$294K - $337K
|
1.6K
$365K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.58K+ 2.09% |
$292K - $334K
|
77.4K
$17.7M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
1.58KNew |
$290K - $332K
|
1.58K
$360K
|