Purchases and Sales Made in Q1 2023 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q1 2023. 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 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
652+ 1.16% |
$79K - $98.5K
|
56.8K
$13.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
648+ 9.35% |
$78.5K - $97.9K
|
7.58K
$1.83M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
642+ 40.81% |
$77.8K - $96.9K
|
2.22K
$535K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
641+ 10.99% |
$77.7K - $96.8K
|
6.48K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
638+ 6.66% |
$77.3K - $96.3K
|
10.2K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
637+ 0.3% |
$77.2K - $96.2K
|
210K
$50.7M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
633+ 2.51% |
$76.7K - $95.6K
|
25.9K
$6.25M
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
632+ 12.53% |
$76.6K - $95.4K
|
5.68K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
625+ 3.26% |
$75.7K - $94.4K
|
19.8K
$4.78M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
624+ 5.69% |
$75.6K - $94.2K
|
11.6K
$2.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
616+ 13.76% |
$74.6K - $93K
|
5.09K
$1.23M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
616+ 7.18% |
$74.6K - $93K
|
9.2K
$2.22M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
611New |
$74K - $92.3K
|
611
$147K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
609New |
$73.8K - $92K
|
609
$147K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
600+ 2.21% |
$72.7K - $90.6K
|
27.7K
$6.69M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
594+ 9.61% |
$72K - $89.7K
|
6.78K
$1.64M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
593+ 1.27% |
$71.9K - $89.5K
|
47.5K
$11.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
575+ 15.2% |
$69.7K - $86.8K
|
4.36K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
575+ 7.7% |
$69.7K - $86.8K
|
8.04K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
574+ 9.14% |
$69.6K - $86.7K
|
6.86K
$1.65M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
556New |
$67.4K - $84K
|
556
$134K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
554+ 11.69% |
$67.1K - $83.7K
|
5.29K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
553+ 371.14% |
$67K - $83.5K
|
702
$169K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
552+ 1.95% |
$66.9K - $83.4K
|
28.8K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
552+ 3.9% |
$66.9K - $83.4K
|
14.7K
$3.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
547+ 0.97% |
$66.3K - $82.6K
|
57.1K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
543+ 6.53% |
$65.8K - $82K
|
8.86K
$2.14M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
535+ 7.81% |
$64.8K - $80.8K
|
7.38K
$1.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
533+ 10.97% |
$64.6K - $80.5K
|
5.39K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
506+ 0.29% |
$61.3K - $76.4K
|
178K
$42.9M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
501+ 20.4% |
$60.7K - $75.7K
|
2.96K
$714K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
498+ 11.35% |
$60.3K - $75.2K
|
4.89K
$1.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
495+ 11.66% |
$60K - $74.7K
|
4.74K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
459+ 2.05% |
$55.6K - $69.3K
|
22.8K
$5.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
454+ 122.7% |
$55K - $68.6K
|
824
$199K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
452+ 2.68% |
$54.8K - $68.3K
|
17.3K
$4.17M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
440+ 4.63% |
$53.3K - $66.4K
|
9.95K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
428+ 13.74% |
$51.9K - $64.6K
|
3.54K
$855K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
425+ 5.95% |
$51.5K - $64.2K
|
7.57K
$1.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
412+ 12.34% |
$49.9K - $62.2K
|
3.75K
$905K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
411+ 1.78% |
$49.8K - $62.1K
|
23.5K
$5.68M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
408New |
$49.4K - $61.6K
|
408
$98.5K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
404+ 186.18% |
$49K - $61K
|
621
$150K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
392+ 9.42% |
$47.5K - $59.2K
|
4.55K
$1.1M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
388New |
$47K - $58.6K
|
388
$93.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
387+ 3.77% |
$46.9K - $58.4K
|
10.6K
$2.57M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
370+ 8.8% |
$44.8K - $55.9K
|
4.57K
$1.1M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
370+ 3.6% |
$44.8K - $55.9K
|
10.6K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
369+ 4.49% |
$44.7K - $55.7K
|
8.59K
$2.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
366+ 15.39% |
$44.4K - $55.3K
|
2.74K
$662K
|