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 28, 2023
Q1 2023
|
Northeast Investment Management
|
SELL
|
- |
-13- 0.54% |
$1.58K - $1.96K
|
2.39K
$559K
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-13- 0.6% |
$1.58K - $1.96K
|
2.15K
$502K
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-16- 0.89% |
$1.94K - $2.42K
|
1.78K
$415K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-18- 0.21% |
$2.18K - $2.72K
|
8.66K
$2.03M
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-20- 0.32% |
$2.42K - $3.02K
|
6.14K
$1.44M
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20- 0.27% |
$2.42K - $3.02K
|
7.38K
$1.73M
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-20- 2.29% |
$2.42K - $3.02K
|
854
$200K
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-21- 1.15% |
$2.54K - $3.17K
|
1.81K
$422K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-22- 0.23% |
$2.67K - $3.32K
|
9.38K
$2.19M
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-23- 0.54% |
$2.79K - $3.47K
|
4.28K
$1M
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-24- 0.78% |
$2.91K - $3.62K
|
3.06K
$716K
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-24- 0.83% |
$2.91K - $3.62K
|
2.86K
$669K
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-25- 0.95% |
$3.03K - $3.78K
|
2.6K
$607K
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 0.24% |
$3.03K - $3.78K
|
10.2K
$2.39M
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-25- 1.51% |
$3.03K - $3.78K
|
1.64K
$382K
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-25- 0.47% |
$3.03K - $3.78K
|
5.34K
$1.25M
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-25- 0.47% |
$3.03K - $3.78K
|
5.34K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-25- 0.59% |
$3.03K - $3.78K
|
4.2K
$981K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-25- 3.96% |
$3.03K - $3.78K
|
607
$142K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-26- 7.26% |
$3.15K - $3.93K
|
332
$77.6K
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.71% |
$3.27K - $4.08K
|
3.8K
$889K
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-27- 7.48% |
$3.27K - $4.08K
|
334
$78.1K
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-27- 12.05% |
$3.27K - $4.08K
|
197
$46.1K
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-29- 0.25% |
$3.51K - $4.38K
|
11.6K
$2.72M
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-29- 1.05% |
$3.51K - $4.38K
|
2.74K
$640K
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-30- 0.88% |
$3.64K - $4.53K
|
3.4K
$794K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-31- 10.73% |
$3.76K - $4.68K
|
258
$60.3K
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-32- 0.15% |
$3.88K - $4.83K
|
21.3K
$4.98M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-32- 6.02% |
$3.88K - $4.83K
|
500
$117K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-32- 1.53% |
$3.88K - $4.83K
|
2.05K
$480K
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-33- 0.7% |
$4K - $4.98K
|
4.69K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-33- 0.92% |
$4K - $4.98K
|
3.56K
$833K
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-34- 0.93% |
$4.12K - $5.13K
|
3.62K
$847K
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-34- 0.88% |
$4.12K - $5.13K
|
3.84K
$899K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-34- 6.02% |
$4.12K - $5.13K
|
531
$124K
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-35- 1.0% |
$4.24K - $5.29K
|
3.48K
$814K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-35- 0.41% |
$4.24K - $5.29K
|
8.54K
$2M
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-35- 1.79% |
$4.24K - $5.29K
|
1.92K
$448K
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-35- 0.11% |
$4.24K - $5.29K
|
33K
$7.72M
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-35- 0.52% |
$4.24K - $5.29K
|
6.74K
$1.58M
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-36- 0.64% |
$4.36K - $5.44K
|
5.62K
$1.32M
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-36- 0.5% |
$4.36K - $5.44K
|
7.19K
$1.68M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-36- 0.06% |
$4.36K - $5.44K
|
64.9K
$15.2M
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-37- 2.04% |
$4.48K - $5.59K
|
1.78K
$416K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-37- 1.24% |
$4.48K - $5.59K
|
2.95K
$689K
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-38- 0.1% |
$4.6K - $5.74K
|
39K
$9.12M
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-39- 0.81% |
$4.73K - $5.89K
|
4.78K
$1.12M
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-40- 0.31% |
$4.85K - $6.04K
|
13K
$3.03M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-40- 1.34% |
$4.85K - $6.04K
|
2.95K
$689K
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-40- 2.2% |
$4.85K - $6.04K
|
1.78K
$417K
|