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 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-19- 11.05% |
$3.66K - $4.4K
|
153
$36.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-19- 0.86% |
$3.66K - $4.4K
|
2.18K
$525K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-20- 1.18% |
$3.85K - $4.63K
|
1.67K
$402K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-21- 0.63% |
$4.04K - $4.86K
|
3.3K
$794K
|
|
|
Aug 06, 2024
Q2 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-21- 8.79% |
$4.04K - $4.86K
|
218
$52.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-22- 1.19% |
$4.24K - $5.09K
|
1.83K
$439K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-22- 0.45% |
$4.24K - $5.09K
|
4.87K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-23- 0.31% |
$4.43K - $5.32K
|
7.33K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-23- 1.7% |
$4.43K - $5.32K
|
1.33K
$319K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-24- 1.31% |
$4.62K - $5.55K
|
1.8K
$434K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-24- 2.28% |
$4.62K - $5.55K
|
1.03K
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-24- 2.4% |
$4.62K - $5.55K
|
974
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-24- 0.33% |
$4.62K - $5.55K
|
7.33K
$1.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-25- 1.25% |
$4.81K - $5.79K
|
1.98K
$475K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-25- 0.03% |
$4.81K - $5.79K
|
97.3K
$23.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-25- 0.92% |
$4.81K - $5.79K
|
2.69K
$646K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-25- 0.18% |
$4.81K - $5.79K
|
13.9K
$3.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-25- 1.36% |
$4.81K - $5.79K
|
1.81K
$435K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
SELL
|
- |
-25- 0.24% |
$4.81K - $5.79K
|
10.2K
$2.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 0.03% |
$4.81K - $5.79K
|
73.2K
$17.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-25- 1.18% |
$4.81K - $5.79K
|
2.09K
$502K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-26- 0.67% |
$5.01K - $6.02K
|
3.84K
$924K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-27- 1.03% |
$5.2K - $6.25K
|
2.59K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-27- 0.19% |
$5.2K - $6.25K
|
14.3K
$3.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-28- 1.3% |
$5.39K - $6.48K
|
2.13K
$512K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-29- 0.84% |
$5.58K - $6.71K
|
3.44K
$826K
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-29- 12.08% |
$5.58K - $6.71K
|
211
$50.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-29Closed |
$5.58K - $6.71K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-29- 0.42% |
$5.58K - $6.71K
|
6.8K
$1.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-30- 1.07% |
$5.78K - $6.94K
|
2.77K
$666K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-30- 1.68% |
$5.78K - $6.94K
|
1.76K
$423K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-30- 1.41% |
$5.78K - $6.94K
|
2.1K
$504K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-30- 5.24% |
$5.78K - $6.94K
|
542
$130K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-32- 0.63% |
$6.16K - $7.41K
|
5.06K
$1.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-33- 2.51% |
$6.35K - $7.64K
|
1.28K
$308K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-35- 0.21% |
$6.74K - $8.1K
|
16.6K
$3.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-35- 0.81% |
$6.74K - $8.1K
|
4.27K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-36- 0.8% |
$6.93K - $8.33K
|
4.44K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-38- 2.19% |
$7.32K - $8.79K
|
1.7K
$409K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-39- 1.71% |
$7.51K - $9.02K
|
2.25K
$540K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-39- 3.4% |
$7.51K - $9.02K
|
1.11K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-40- 1.04% |
$7.7K - $9.26K
|
3.82K
$920K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-40- 0.47% |
$7.7K - $9.26K
|
8.47K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-40- 1.98% |
$7.7K - $9.26K
|
1.99K
$477K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.28% |
$7.89K - $9.49K
|
3.16K
$759K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-41- 14.04% |
$7.89K - $9.49K
|
251
$60.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-41- 0.63% |
$7.89K - $9.49K
|
6.47K
$1.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-41- 0.82% |
$7.89K - $9.49K
|
4.99K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-42- 2.24% |
$8.09K - $9.72K
|
1.84K
$441K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-42- 2.79% |
$8.09K - $9.72K
|
1.46K
$352K
|