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
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.2% |
$485 - $604
|
2K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4+ 0.22% |
$485 - $604
|
1.81K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.09% |
$485 - $604
|
4.61K
$1.12M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.09% |
$364 - $453
|
3.27K
$792K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3+ 0.04% |
$364 - $453
|
7.82K
$1.89M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$364 - $453
|
3.37K
$815K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.07% |
$364 - $453
|
4.03K
$974K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
3+ 0.16% |
$364 - $453
|
1.86K
$449K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$364 - $453
|
2.6K
$629K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.18% |
$364 - $453
|
1.67K
$405K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.01% |
$242 - $302
|
13.8K
$3.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.39% |
$242 - $302
|
509
$123K
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
2+ 0.06% |
$242 - $302
|
3.4K
$821K
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2+ 0.1% |
$242 - $302
|
2.02K
$489K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$242 - $302
|
6.66K
$1.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2+ 0.08% |
$242 - $302
|
2.51K
$606K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2+ 0.04% |
$242 - $302
|
4.71K
$1.14M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.17% |
$242 - $302
|
1.2K
$289K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.49% |
$121 - $151
|
204
$49.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.14% |
$121 - $151
|
737
$178K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
1+ 0.04% |
$121 - $151
|
2.41K
$584K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.04% |
$121 - $151
|
2.41K
$582K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.07% |
$121 - $151
|
1.45K
$351K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$121 - $151
|
6.09K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1+ 0.05% |
$121 - $151
|
2.08K
$503K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.11% |
$121 - $151
|
877
$212K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.13% |
$121 - $151
|
799
$193K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.18% |
$121 - $151
|
572
$138K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.01% |
$121 - $151
|
8.22K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1+ 0.05% |
$121 - $151
|
1.88K
$453K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$121 - $151
|
5.64K
$1.36M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.07% |
$121 - $151
|
1.45K
$351K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.37% |
$121 - $151
|
270
$65.3K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1+ 0.05% |
$121 - $151
|
1.91K
$462K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2- 0.12% |
$242 - $302
|
1.64K
$397K
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-3- 9.38% |
$364 - $453
|
29
$7.01K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-4- 0.1% |
$485 - $604
|
4.01K
$970K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$485 - $604
|
6.25K
$1.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-5- 0.22% |
$606 - $755
|
2.26K
$546K
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-5- 0.2% |
$606 - $755
|
2.48K
$599K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-8- 1.67% |
$969 - $1.21K
|
470
$114K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-9- 0.34% |
$1.09K - $1.36K
|
2.6K
$630K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.08% |
$1.21K - $1.51K
|
11.9K
$2.88M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-10- 50.0% |
$1.21K - $1.51K
|
10
$2.42K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-10- 2.38% |
$1.21K - $1.51K
|
410
$99.1K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-10- 0.14% |
$1.21K - $1.51K
|
6.96K
$1.68M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.37% |
$1.21K - $1.51K
|
2.7K
$654K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-11- 0.16% |
$1.33K - $1.66K
|
6.66K
$1.61M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-12- 0.12% |
$1.45K - $1.81K
|
10.4K
$2.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-12- 0.2% |
$1.45K - $1.81K
|
5.84K
$1.41M
|