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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-138- 1.0% |
$26.6K - $31.9K
|
13.7K
$3.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-139- 6.76% |
$26.8K - $32.2K
|
1.92K
$461K
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-141- 0.79% |
$27.1K - $32.6K
|
17.8K
$4.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-141- 12.88% |
$27.1K - $32.6K
|
954
$229K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-142- 5.7% |
$27.3K - $32.9K
|
2.35K
$565K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-142- 1.52% |
$27.3K - $32.9K
|
9.18K
$2.21M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-142- 2.67% |
$27.3K - $32.9K
|
5.18K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-143- 0.3% |
$27.5K - $33.1K
|
47.5K
$11.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-144- 5.8% |
$27.7K - $33.3K
|
2.34K
$562K
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-145- 0.22% |
$27.9K - $33.6K
|
64.8K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-147- 0.34% |
$28.3K - $34K
|
42.6K
$10.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-147- 2.43% |
$28.3K - $34K
|
5.91K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-149- 2.12% |
$28.7K - $34.5K
|
6.89K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-149- 3.36% |
$28.7K - $34.5K
|
4.28K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 7.72% |
$28.9K - $34.7K
|
1.79K
$431K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 8.57% |
$28.9K - $34.7K
|
1.6K
$385K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-150- 2.81% |
$28.9K - $34.7K
|
5.19K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-152- 5.24% |
$29.3K - $35.2K
|
2.75K
$661K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-154- 13.0% |
$29.6K - $35.6K
|
1.03K
$248K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-155- 3.24% |
$29.8K - $35.9K
|
4.63K
$1.11M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-156- 8.15% |
$30K - $36.1K
|
1.76K
$423K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-157- 12.53% |
$30.2K - $36.3K
|
1.1K
$264K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-158- 1.91% |
$30.4K - $36.6K
|
8.13K
$1.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-160- 1.76% |
$30.8K - $37K
|
8.95K
$2.15M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-162- 2.39% |
$31.2K - $37.5K
|
6.62K
$1.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-163- 0.47% |
$31.4K - $37.7K
|
34.9K
$8.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-163- 9.52% |
$31.4K - $37.7K
|
1.55K
$373K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-163- 4.86% |
$31.4K - $37.7K
|
3.19K
$767K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-165- 5.82% |
$31.8K - $38.2K
|
2.67K
$643K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-165- 1.1% |
$31.8K - $38.2K
|
14.8K
$3.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-165- 1.01% |
$31.8K - $38.2K
|
16.2K
$3.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-166- 4.68% |
$32K - $38.4K
|
3.38K
$813K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-169- 21.98% |
$32.5K - $39.1K
|
600
$144K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-170- 3.45% |
$32.7K - $39.3K
|
4.75K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-171- 1.51% |
$32.9K - $39.6K
|
11.2K
$2.69M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-171- 3.23% |
$32.9K - $39.6K
|
5.13K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-178- 4.86% |
$34.3K - $41.2K
|
3.48K
$838K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-179- 0.94% |
$34.5K - $41.4K
|
18.9K
$4.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-184- 0.94% |
$35.4K - $42.6K
|
19.4K
$4.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-185- 1.5% |
$35.6K - $42.8K
|
12.1K
$2.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-185- 12.91% |
$35.6K - $42.8K
|
1.25K
$300K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-186- 1.45% |
$35.8K - $43K
|
12.7K
$3.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-190- 1.07% |
$36.6K - $44K
|
17.6K
$4.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-192- 1.84% |
$37K - $44.4K
|
10.2K
$2.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-193- 16.78% |
$37.2K - $44.7K
|
957
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-193- 2.17% |
$37.2K - $44.7K
|
8.7K
$2.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-195- 1.89% |
$37.5K - $45.1K
|
10.1K
$2.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-195- 18.68% |
$37.5K - $45.1K
|
849
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-195- 0.37% |
$37.5K - $45.1K
|
52.1K
$12.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-196- 6.46% |
$37.7K - $45.4K
|
2.84K
$683K
|