Purchases and Sales Made in Q1 2023 in Technology Sector Spdr (XLK)

XLK Quotes by TradingView

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 10, 2023 Q1 2023
Occidental Asset Management, LLC

BUY
 -
175
+ 6.09%
$21.2K - $26.4K
3.05K $713K
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
160
+ 3.04%
$19.4K - $24.2K
5.42K $1.27M
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
154
+ 3.41%
$18.7K - $23.3K
4.67K $1.09M
Apr 12, 2023 Q1 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
152
+ 8.39%
$18.4K - $23K
1.96K $459K
May 02, 2023 Q1 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
147
+ 0.55%
$17.8K - $22.2K
26.8K $6.28M
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
143
+ 3.16%
$17.3K - $21.6K
4.66K $1.09M
Apr 17, 2023 Q1 2023
Burns J W & CO Inc

BUY
 -
142
+ 0.55%
$17.2K - $21.4K
25.8K $6.04M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
140
+ 3.93%
$17K - $21.1K
3.7K $866K
May 11, 2023 Q1 2023
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
137
+ 4.93%
$16.6K - $20.7K
2.92K $682K
Apr 11, 2023 Q1 2023
Roberts Wealth Advisors, LLC

BUY
 -
136
+ 0.71%
$16.5K - $20.5K
19.4K $4.53M
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
129
+ 3.07%
$15.6K - $19.5K
4.33K $1.01M
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
124
+ 156.96%
$15K - $18.7K
203 $47.5K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
116
+ 0.26%
$14.1K - $17.5K
44.5K $10.4M
Apr 17, 2023 Q1 2023
Byrne Asset Management LLC

BUY
 -
114
+ 5.93%
$13.8K - $17.2K
2.04K $477K
May 15, 2023 Q1 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
114
+ 193.22%
$13.8K - $17.2K
173 $40.5K
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
111
+ 1.81%
$13.5K - $16.8K
6.26K $1.46M
May 05, 2023 Q1 2023
Howland Capital Management LLC

BUY
 -
110
+ 4.12%
$13.3K - $16.6K
2.78K $649K
May 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
109
New
$13.2K - $16.5K
109 $25.5K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
102
+ 0.89%
$12.4K - $15.4K
11.6K $2.72M
Apr 21, 2023 Q1 2023
West Oak Capital, LLC

BUY
 -
100
+ 36.36%
$12.1K - $15.1K
375 $87.7K
May 11, 2023 Q1 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
100
+ 2.64%
$12.1K - $15.1K
3.9K $911K
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
100
+ 3.8%
$12.1K - $15.1K
2.73K $638K
Apr 19, 2023 Q1 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
99
+ 2.88%
$12K - $14.9K
3.54K $827K
Apr 26, 2023 Q1 2023
Dorchester Wealth Management CO

BUY
 -
95
+ 1.47%
$11.5K - $14.3K
6.54K $1.53M
May 05, 2023 Q1 2023
Delta Investment Management, LLC

BUY
 -
93
+ 2.53%
$11.3K - $14K
3.77K $883K
May 11, 2023 Q1 2023
Black Diamond Financial, LLC

BUY
 -
93
+ 1.43%
$11.3K - $14K
6.6K $1.54M
May 11, 2023 Q1 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
93
+ 2.53%
$11.3K - $14K
3.78K $883K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
89
+ 6.4%
$10.8K - $13.4K
1.48K $346K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
87
+ 17.54%
$10.5K - $13.1K
583 $136K
Apr 20, 2023 Q1 2023
Mc Guire Investment Group, LLC

BUY
 -
83
+ 0.93%
$10.1K - $12.5K
8.99K $2.1M
Apr 21, 2023 Q1 2023
Access Financial Services, Inc.

BUY
 -
83
+ 0.67%
$10.1K - $12.5K
12.5K $2.93M
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
82
+ 15.13%
$9.94K - $12.4K
624 $146K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
77
New
$9.33K - $11.6K
77 $18K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
76
+ 19.44%
$9.21K - $11.5K
467 $109K
Apr 10, 2023 Q1 2023
Windsor Capital Management, LLC

BUY
 -
73
+ 0.25%
$8.85K - $11K
29.4K $6.87M
Apr 11, 2023 Q1 2023
Sage Capital Advisors,Llc

BUY
 -
72
+ 0.2%
$8.72K - $10.9K
35.5K $8.29M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
71
+ 2.52%
$8.6K - $10.7K
2.89K $677K
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
71
+ 0.83%
$8.6K - $10.7K
8.64K $2.02M
May 17, 2023 Q1 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
70
+ 3.58%
$8.48K - $10.6K
2.02K $473K
May 15, 2023 Q1 2023
Cubist Systematic Strategies, LLC

Stamford, CT
BUY
 -
69
New
$8.36K - $10.4K
69 $16.1K
Apr 21, 2023 Q1 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
65
+ 0.07%
$7.88K - $9.82K
95.4K $22.3M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
63
+ 0.11%
$7.63K - $9.51K
55.3K $12.9M
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

BUY
 -
55
+ 0.99%
$6.66K - $8.31K
5.62K $1.31M
May 15, 2023 Q1 2023
Rothschild Capital Partners, LLC

New York, NY
BUY
 -
55
+ 0.06%
$6.66K - $8.31K
90.2K $21.1M
May 11, 2023 Q1 2023
Rmb Capital Management, LLC

BUY
 -
54
+ 1.36%
$6.54K - $8.15K
4.01K $939K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
52
New
$6.3K - $7.85K
52 $12.2K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
51
+ 1.92%
$6.18K - $7.7K
2.71K $633K
Apr 20, 2023 Q1 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
50
+ 2.93%
$6.06K - $7.55K
1.76K $410K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
38
+ 1.72%
$4.6K - $5.74K
2.25K $526K

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