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 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-3.82K- 53.13% |
$703K - $805K
|
3.37K
$777K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.88K- 34.59% |
$714K - $819K
|
7.34K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.91K- 14.9% |
$719K - $824K
|
22.3K
$5.15M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.94K- 10.25% |
$726K - $832K
|
34.5K
$7.97M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.1K- 50.1% |
$755K - $865K
|
4.08K
$943K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-4.18K- 33.04% |
$770K - $882K
|
8.47K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-4.2K- 13.4% |
$774K - $887K
|
27.2K
$6.27M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-4.23K- 28.44% |
$779K - $893K
|
10.6K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.28K- 45.34% |
$788K - $903K
|
5.16K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.29K- 6.63% |
$790K - $906K
|
60.4K
$13.9M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.42K- 2.15% |
$813K - $932K
|
201K
$46.5M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.45K- 71.49% |
$820K - $940K
|
1.78K
$410K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-4.54K- 37.62% |
$836K - $958K
|
7.52K
$1.74M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.57K- 19.11% |
$841K - $964K
|
19.3K
$4.46M
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4.7K- 61.04% |
$865K - $992K
|
3K
$692K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.79K- 47.09% |
$881K - $1.01M
|
5.38K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.91K- 17.84% |
$904K - $1.04M
|
22.6K
$5.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-5.04K- 7.56% |
$928K - $1.06M
|
61.7K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-5.08K- 4.15% |
$936K - $1.07M
|
117K
$27.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-5.09K- 8.18% |
$937K - $1.07M
|
57.1K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.1K- 81.15% |
$940K - $1.08M
|
1.19K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-5.23K- 3.41% |
$962K - $1.1M
|
148K
$34.1M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.26K- 3.95% |
$968K - $1.11M
|
128K
$29.5M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.32K- 34.41% |
$980K - $1.12M
|
10.1K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-5.36K- 75.48% |
$987K - $1.13M
|
1.74K
$402K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-5.47K- 28.8% |
$1.01M - $1.15M
|
13.5K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.57K- 11.23% |
$1.03M - $1.18M
|
44.1K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-5.6K- 52.72% |
$1.03M - $1.18M
|
5.03K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-5.63K- 67.96% |
$1.04M - $1.19M
|
2.65K
$612K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.83K- 4.32% |
$1.07M - $1.23M
|
129K
$29.8M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-5.92K- 4.6% |
$1.09M - $1.25M
|
123K
$28.3M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.96K- 67.72% |
$1.1M - $1.26M
|
2.84K
$656K
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-6K- 8.76% |
$1.11M - $1.27M
|
62.5K
$14.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.05K- 24.54% |
$1.11M - $1.28M
|
18.6K
$4.29M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.1K- 38.41% |
$1.12M - $1.29M
|
9.77K
$2.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.12K- 5.38% |
$1.13M - $1.29M
|
108K
$24.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-6.16K- 8.62% |
$1.13M - $1.3M
|
65.3K
$15.1M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-6.21K- 45.72% |
$1.14M - $1.31M
|
7.37K
$1.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-6.26K- 21.13% |
$1.15M - $1.32M
|
23.4K
$5.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-6.31K- 3.77% |
$1.16M - $1.33M
|
161K
$37.2M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.36K- 50.85% |
$1.17M - $1.34M
|
6.15K
$1.42M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.36K- 8.35% |
$1.17M - $1.34M
|
69.8K
$16.1M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-6.56K- 14.95% |
$1.21M - $1.38M
|
37.3K
$8.62M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.88K- 37.12% |
$1.27M - $1.45M
|
11.7K
$2.69M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.05K- 41.28% |
$1.3M - $1.49M
|
10K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.08K- 0.51% |
$1.3M - $1.49M
|
1.38M
$318M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.09K- 67.19% |
$1.31M - $1.5M
|
3.46K
$799K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-7.16K- 10.54% |
$1.32M - $1.51M
|
60.8K
$14M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-7.16K- 5.48% |
$1.32M - $1.51M
|
123K
$28.5M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.17K- 1.87% |
$1.32M - $1.51M
|
375K
$86.6M
|