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 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.28K+ 1.33% |
$236K - $270K
|
97.4K
$22.3M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 6.99% |
$236K - $270K
|
19.6K
$4.48M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
1.28K+ 34.21% |
$235K - $269K
|
5.01K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 485.5% |
$234K - $268K
|
1.53K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.27K+ 39.05% |
$234K - $268K
|
4.53K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.27K+ 10.29% |
$233K - $267K
|
13.6K
$3.11M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.26K+ 24.73% |
$232K - $266K
|
6.36K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.26K+ 110.04% |
$232K - $266K
|
2.41K
$550K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$231K - $265K
|
1.26K
$287K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.26K+ 119.75% |
$231K - $265K
|
2.3K
$527K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.26K+ 28.49% |
$231K - $265K
|
5.66K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.25KNew |
$231K - $264K
|
1.25K
$287K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
1.24KNew |
$229K - $262K
|
1.24K
$284K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.23K+ 6.24% |
$226K - $259K
|
20.9K
$4.79M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.22KNew |
$224K - $257K
|
1.22K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.22K+ 1789.71% |
$224K - $257K
|
1.29K
$294K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.21K+ 2.1% |
$223K - $255K
|
58.7K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.2K+ 10.89% |
$221K - $253K
|
12.2K
$2.79M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 13.18% |
$220K - $253K
|
10.3K
$2.35M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.19K+ 0.58% |
$219K - $251K
|
204K
$46.8M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.18KNew |
$218K - $250K
|
1.18K
$271K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.16K+ 5.82% |
$214K - $246K
|
21.2K
$4.84M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.16KNew |
$214K - $245K
|
1.16K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.15KNew |
$211K - $242K
|
1.15K
$262K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.14K+ 21.89% |
$210K - $240K
|
6.34K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
1.14K+ 25.04% |
$209K - $240K
|
5.68K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.13K+ 8.51% |
$207K - $238K
|
14.4K
$3.28M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$207K - $237K
|
1.12K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.12K+ 0.72% |
$205K - $235K
|
156K
$35.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.11K+ 34.53% |
$205K - $235K
|
4.34K
$992K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.1K+ 3.52% |
$203K - $233K
|
32.5K
$7.43M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.1K+ 8.59% |
$203K - $232K
|
13.9K
$3.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.1K+ 39.86% |
$202K - $232K
|
3.86K
$882K
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.1KNew |
$202K - $231K
|
1.1K
$251K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.09KNew |
$201K - $231K
|
1.09K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$199K - $228K
|
1.08K
$247K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
1.08K+ 2.98% |
$199K - $228K
|
37.3K
$8.54M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.07KNew |
$198K - $227K
|
1.07K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.07K+ 0.69% |
$198K - $227K
|
157K
$35.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.06KNew |
$196K - $224K
|
1.06K
$243K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.06K+ 1.6% |
$196K - $224K
|
67.5K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.05KNew |
$193K - $221K
|
1.05K
$240K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.05K+ 13.81% |
$192K - $221K
|
8.61K
$1.97M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.05KNew |
$192K - $221K
|
1.05K
$239K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.04KNew |
$192K - $220K
|
1.04K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.04KNew |
$192K - $220K
|
1.04K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.04K+ 300.0% |
$191K - $218K
|
1.38K
$316K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.03K+ 38.71% |
$189K - $216K
|
3.67K
$840K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.03K+ 7.84% |
$189K - $216K
|
14.1K
$3.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
1.02KNew |
$188K - $215K
|
1.02K
$233K
|