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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.73% |
$14.1K - $17.6K
|
13.6K
$3.11M
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 26.67% |
$14.1K - $17.6K
|
275
$62.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-100- 4.28% |
$14.1K - $17.6K
|
2.24K
$511K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-100- 5.18% |
$14.1K - $17.6K
|
1.83K
$419K
|
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-100- 1.47% |
$14.1K - $17.6K
|
6.7K
$1.53M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 3.41% |
$14.1K - $17.6K
|
2.84K
$649K
|
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-100- 6.25% |
$14.1K - $17.6K
|
1.5K
$343K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-100- 1.13% |
$14.1K - $17.6K
|
8.75K
$2M
|
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 0.35% |
$14.1K - $17.6K
|
28.6K
$6.53M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-100- 6.82% |
$14.1K - $17.6K
|
1.37K
$313K
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-100- 2.53% |
$14.1K - $17.6K
|
3.85K
$881K
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-100- 19.23% |
$14.1K - $17.6K
|
420
$96.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-100- 2.96% |
$14.1K - $17.6K
|
3.28K
$750K
|
|
|
May 16, 2022
Q1 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 2.74% |
$14.1K - $17.6K
|
3.54K
$811K
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-101- 4.52% |
$14.3K - $17.7K
|
2.14K
$488K
|
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
SELL
|
- |
-104- 5.98% |
$14.7K - $18.3K
|
1.64K
$374K
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-105- 1.77% |
$14.8K - $18.4K
|
5.83K
$1.33M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-105- 1.14% |
$14.8K - $18.4K
|
9.08K
$2.08M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-106- 4.65% |
$15K - $18.6K
|
2.18K
$498K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-106- 20.5% |
$15K - $18.6K
|
411
$94K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-108- 3.43% |
$15.3K - $19K
|
3.04K
$695K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-110- 0.74% |
$15.6K - $19.3K
|
14.8K
$3.4M
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-111- 6.81% |
$15.7K - $19.5K
|
1.52K
$348K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-111Closed |
$15.7K - $19.5K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-117- 0.49% |
$16.5K - $20.5K
|
23.9K
$5.47M
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-120- 1.7% |
$17K - $21.1K
|
6.95K
$1.59M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-121- 62.69% |
$17.1K - $21.2K
|
72
$16.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-125- 12.91% |
$17.7K - $21.9K
|
843
$193K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-125- 17.81% |
$17.7K - $21.9K
|
577
$132K
|
|
|
May 16, 2022
Q1 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-125- 3.53% |
$17.7K - $21.9K
|
3.42K
$783K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-125- 0.16% |
$17.7K - $21.9K
|
79.7K
$18.2M
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-128- 2.09% |
$18.1K - $22.5K
|
5.99K
$1.37M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-132Closed |
$18.7K - $23.2K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-132- 2.19% |
$18.7K - $23.2K
|
5.88K
$1.35M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-138- 6.02% |
$19.5K - $24.2K
|
2.15K
$493K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-140- 6.83% |
$19.8K - $24.6K
|
1.91K
$437K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-140- 1.07% |
$19.8K - $24.6K
|
13K
$2.97M
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-144- 4.46% |
$20.4K - $25.3K
|
3.09K
$706K
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-146- 2.15% |
$20.6K - $25.6K
|
6.65K
$1.52M
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-148- 3.5% |
$20.9K - $26K
|
4.08K
$934K
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-148- 0.66% |
$20.9K - $26K
|
22.3K
$5.11M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-149- 0.84% |
$21.1K - $26.2K
|
17.7K
$4.04M
|
|
|
Apr 12, 2022
Q1 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-150- 7.5% |
$21.2K - $26.3K
|
1.85K
$423K
|
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-150- 3.02% |
$21.2K - $26.3K
|
4.81K
$1.1M
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-150Closed |
$21.2K - $26.3K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-151- 3.91% |
$21.3K - $26.5K
|
3.71K
$848K
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-153- 6.51% |
$21.6K - $26.9K
|
2.2K
$503K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-154Closed |
$21.8K - $27K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-154- 2.78% |
$21.8K - $27K
|
5.38K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-155- 4.65% |
$21.9K - $27.2K
|
3.18K
$727K
|