Purchases and Sales Made in Q2 2024 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
50+ 0.42% |
$9.63K - $11.6K
|
12.1K
$2.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50+ 1.21% |
$9.63K - $11.6K
|
4.17K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
50+ 0.25% |
$9.63K - $11.6K
|
20.4K
$4.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 4.05% |
$9.63K - $11.6K
|
1.29K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
50+ 0.5% |
$9.63K - $11.6K
|
10K
$2.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
48+ 2.59% |
$9.24K - $11.1K
|
1.9K
$457K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
48+ 0.37% |
$9.24K - $11.1K
|
13.2K
$3.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
48+ 0.56% |
$9.24K - $11.1K
|
8.64K
$2.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
47+ 0.23% |
$9.05K - $10.9K
|
20.8K
$5M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
46+ 0.13% |
$8.86K - $10.6K
|
35.4K
$8.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
45+ 4.16% |
$8.66K - $10.4K
|
1.13K
$271K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
43+ 1.37% |
$8.28K - $9.95K
|
3.19K
$767K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
42+ 0.18% |
$8.09K - $9.72K
|
23.1K
$5.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
42+ 1.03% |
$8.09K - $9.72K
|
4.13K
$994K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
42+ 1.07% |
$8.09K - $9.72K
|
3.96K
$953K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
42New |
$8.09K - $9.72K
|
42
$10.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
41+ 0.84% |
$7.89K - $9.49K
|
4.94K
$1.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
40+ 2.54% |
$7.7K - $9.26K
|
1.62K
$389K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
35+ 0.28% |
$6.74K - $8.1K
|
12.6K
$3.04M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
35+ 0.2% |
$6.74K - $8.1K
|
17.4K
$4.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
35+ 0.31% |
$6.74K - $8.1K
|
11.4K
$2.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
34+ 0.53% |
$6.55K - $7.87K
|
6.43K
$1.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
34+ 0.62% |
$6.55K - $7.87K
|
5.54K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
32+ 2.6% |
$6.16K - $7.41K
|
1.26K
$304K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
32+ 3.08% |
$6.16K - $7.41K
|
1.07K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
30+ 0.82% |
$5.78K - $6.94K
|
3.68K
$885K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
28+ 2.44% |
$5.39K - $6.48K
|
1.18K
$283K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
26+ 0.14% |
$5.01K - $6.02K
|
18.1K
$4.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
26+ 0.36% |
$5.01K - $6.02K
|
7.19K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
26+ 650.0% |
$5.01K - $6.02K
|
30
$7.22K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 4.36% |
$4.81K - $5.79K
|
599
$144K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
25+ 1.22% |
$4.81K - $5.79K
|
2.07K
$498K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
25+ 1.02% |
$4.81K - $5.79K
|
2.47K
$595K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
25New |
$4.81K - $5.79K
|
25
$6.02K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
25+ 1.52% |
$4.81K - $5.79K
|
1.67K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
25+ 0.61% |
$4.81K - $5.79K
|
4.16K
$1M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
24+ 2.18% |
$4.62K - $5.55K
|
1.12K
$271K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
24New |
$4.62K - $5.55K
|
24
$5.78K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
24+ 0.46% |
$4.62K - $5.55K
|
5.19K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
23+ 0.87% |
$4.43K - $5.32K
|
2.66K
$640K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
23+ 1.48% |
$4.43K - $5.32K
|
1.57K
$379K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 13.61% |
$4.43K - $5.32K
|
192
$46.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
23+ 0.35% |
$4.43K - $5.32K
|
6.55K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
22+ 1.69% |
$4.24K - $5.09K
|
1.33K
$319K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
21+ 0.25% |
$4.04K - $4.86K
|
8.36K
$2.01M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
20+ 0.13% |
$3.85K - $4.63K
|
15.4K
$3.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
20+ 1.56% |
$3.85K - $4.63K
|
1.31K
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
20+ 1.19% |
$3.85K - $4.63K
|
1.71K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
19+ 0.18% |
$3.66K - $4.4K
|
10.6K
$2.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 8.74% |
$3.47K - $4.17K
|
224
$53.9K
|