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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
365+ 5.61% |
$44.2K - $55.1K
|
6.87K
$1.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
360+ 11.75% |
$43.6K - $54.4K
|
3.42K
$801K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
355+ 21.97% |
$43K - $53.6K
|
1.97K
$461K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
348+ 51.18% |
$42.2K - $52.6K
|
1.03K
$240K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
347+ 0.44% |
$42K - $52.4K
|
78.5K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
334+ 5.96% |
$40.5K - $50.4K
|
5.93K
$1.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
313+ 3.61% |
$37.9K - $47.3K
|
8.97K
$2.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
310+ 2.24% |
$37.6K - $46.8K
|
14.1K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
309New |
$37.4K - $46.7K
|
309
$72.3K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
300+ 2.94% |
$36.4K - $45.3K
|
10.5K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
300+ 3.44% |
$36.4K - $45.3K
|
9.02K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
293+ 2.88% |
$35.5K - $44.2K
|
10.5K
$2.45M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
277+ 1.72% |
$33.6K - $41.8K
|
16.3K
$3.82M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
277+ 1.14% |
$33.6K - $41.8K
|
24.6K
$5.74M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
276+ 372.97% |
$33.4K - $41.7K
|
350
$81.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
271+ 76.77% |
$32.8K - $40.9K
|
624
$146K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
271+ 231.62% |
$32.8K - $40.9K
|
388
$90.7K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
269+ 13.32% |
$32.6K - $40.6K
|
2.29K
$535K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
265+ 1.04% |
$32.1K - $40K
|
25.6K
$6M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
263+ 3.05% |
$31.9K - $39.7K
|
8.89K
$2.08M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
260+ 0.99% |
$31.5K - $39.3K
|
26.6K
$6.21M
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
260+ 13.0% |
$31.5K - $39.3K
|
2.26K
$529K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
254New |
$30.8K - $38.4K
|
254
$59.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
247+ 1.88% |
$29.9K - $37.3K
|
13.4K
$3.13M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
247+ 0.15% |
$29.9K - $37.3K
|
162K
$38M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
247+ 1.28% |
$29.9K - $37.3K
|
19.6K
$4.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
240+ 6.51% |
$29.1K - $36.2K
|
3.93K
$918K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
235+ 3.72% |
$28.5K - $35.5K
|
6.55K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
229+ 1.25% |
$27.8K - $34.6K
|
18.5K
$4.33M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
228+ 5.16% |
$27.6K - $34.4K
|
4.64K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
227+ 12.8% |
$27.5K - $34.3K
|
2K
$468K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
220+ 45.93% |
$26.7K - $33.2K
|
699
$163K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
219+ 40.04% |
$26.5K - $33.1K
|
766
$179K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
217+ 2.16% |
$26.3K - $32.8K
|
10.3K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
210+ 11.05% |
$25.4K - $31.7K
|
2.11K
$493K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
206+ 0.18% |
$25K - $31.1K
|
113K
$26.4M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
200+ 1.19% |
$24.2K - $30.2K
|
17K
$3.98M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200New |
$24.2K - $30.2K
|
200
$46.8K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
200+ 5.58% |
$24.2K - $30.2K
|
3.79K
$886K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
199+ 3.51% |
$24.1K - $30.1K
|
5.87K
$1.37M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
198+ 4.79% |
$24K - $29.9K
|
4.33K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
198+ 20.08% |
$24K - $29.9K
|
1.18K
$277K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
196+ 5.01% |
$23.8K - $29.6K
|
4.11K
$960K
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
195+ 5.81% |
$23.6K - $29.4K
|
3.55K
$831K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
195+ 5.68% |
$23.6K - $29.4K
|
3.63K
$849K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
193New |
$23.4K - $29.1K
|
193
$45.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
192+ 2.31% |
$23.3K - $29K
|
8.49K
$1.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
188+ 1.56% |
$22.8K - $28.4K
|
12.3K
$2.87M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
185+ 7.44% |
$22.4K - $27.9K
|
2.67K
$624K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
184+ 8.85% |
$22.3K - $27.8K
|
2.26K
$530K
|