Purchases and Sales Made in Q1 2022 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
19+ 0.8% |
$2.69K - $3.33K
|
2.4K
$549K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
18+ 0.31% |
$2.55K - $3.16K
|
5.78K
$1.32M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
16+ 1.07% |
$2.26K - $2.81K
|
1.51K
$346K
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
16+ 0.13% |
$2.26K - $2.81K
|
12.8K
$2.93M
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
15+ 0.41% |
$2.12K - $2.63K
|
3.69K
$844K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
14+ 0.01% |
$1.98K - $2.46K
|
220K
$50.3M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
12+ 0.77% |
$1.7K - $2.11K
|
1.56K
$358K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
12+ 0.74% |
$1.7K - $2.11K
|
1.64K
$374K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
11New |
$1.56K - $1.93K
|
11
$2.52K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
11+ 0.85% |
$1.56K - $1.93K
|
1.31K
$299K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
11+ 0.31% |
$1.56K - $1.93K
|
3.58K
$819K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 0.28% |
$1.41K - $1.76K
|
3.54K
$809K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$1.41K - $1.76K
|
10
$2.29K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10+ 0.26% |
$1.41K - $1.76K
|
3.9K
$893K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
9+ 0.11% |
$1.27K - $1.58K
|
8.28K
$1.89M
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
9+ 0.21% |
$1.27K - $1.58K
|
4.21K
$963K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9+ 0.21% |
$1.27K - $1.58K
|
4.35K
$995K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8+ 0.3% |
$1.13K - $1.4K
|
2.66K
$608K
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
8+ 0.59% |
$1.13K - $1.4K
|
1.37K
$313K
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
7+ 0.2% |
$990 - $1.23K
|
3.46K
$792K
|
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.17% |
$990 - $1.23K
|
4.19K
$959K
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7+ 0.07% |
$990 - $1.23K
|
9.38K
$2.14M
|
|
|
Apr 28, 2022
Q1 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
6+ 0.41% |
$848 - $1.05K
|
1.46K
$333K
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.35% |
$848 - $1.05K
|
1.72K
$394K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.11% |
$848 - $1.05K
|
5.23K
$1.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
5+ 0.07% |
$707 - $878
|
7.63K
$1.75M
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.16% |
$707 - $878
|
3.14K
$719K
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5+ 0.13% |
$707 - $878
|
3.8K
$870K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
4+ 1.62% |
$566 - $702
|
251
$57.4K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.08% |
$566 - $702
|
4.98K
$1.14M
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.11% |
$566 - $702
|
3.51K
$804K
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3+ 0.12% |
$424 - $527
|
2.59K
$592K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$424 - $527
|
2K
$458K
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$424 - $527
|
3.35K
$767K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
3New |
$424 - $527
|
3
$686
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3+ 0.11% |
$424 - $527
|
2.62K
$599K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3+ 0.03% |
$424 - $527
|
9K
$2.06M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 0.51% |
$424 - $527
|
588
$135K
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$283 - $351
|
4.7K
$1.08M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.05% |
$283 - $351
|
4.11K
$940K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.04% |
$283 - $351
|
5.37K
$1.23M
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.08% |
$283 - $351
|
2.62K
$600K
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2+ 0.05% |
$283 - $351
|
3.93K
$898K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.12% |
$283 - $351
|
1.65K
$377K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.12% |
$283 - $351
|
1.64K
$375K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.14% |
$141 - $176
|
741
$170K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$141 - $176
|
19.6K
$4.49M
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.06% |
$141 - $176
|
95
$21.7K
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$141 - $176
|
2.3K
$525K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$141 - $176
|
3.8K
$868K
|