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
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-40- 0.64% |
$4.85K - $6.04K
|
6.22K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-44- 1.86% |
$5.33K - $6.64K
|
2.33K
$544K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-45- 2.5% |
$5.45K - $6.8K
|
1.76K
$411K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-45- 1.83% |
$5.45K - $6.8K
|
2.41K
$564K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-46- 2.88% |
$5.57K - $6.95K
|
1.55K
$363K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-49- 19.68% |
$5.94K - $7.4K
|
200
$46.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-50- 0.07% |
$6.06K - $7.55K
|
73.1K
$17.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-50- 0.89% |
$6.06K - $7.55K
|
5.56K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-50- 11.14% |
$6.06K - $7.55K
|
399
$93.3K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-54- 1.74% |
$6.54K - $8.15K
|
3.05K
$713K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-55- 0.43% |
$6.66K - $8.31K
|
12.8K
$3M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-56- 0.73% |
$6.79K - $8.46K
|
7.57K
$1.77M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-57- 1.92% |
$6.91K - $8.61K
|
2.92K
$682K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-59- 1.67% |
$7.15K - $8.91K
|
3.47K
$811K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-59- 1.15% |
$7.15K - $8.91K
|
5.07K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-60- 8.6% |
$7.27K - $9.06K
|
638
$149K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 14.63% |
$7.27K - $9.06K
|
350
$81.9K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-62- 9.87% |
$7.51K - $9.36K
|
566
$132K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-66- 3.51% |
$8K - $9.97K
|
1.82K
$425K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-67- 3.51% |
$8.12K - $10.1K
|
1.84K
$431K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-67- 4.16% |
$8.12K - $10.1K
|
1.54K
$361K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-68- 2.79% |
$8.24K - $10.3K
|
2.37K
$554K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-71- 0.28% |
$8.6K - $10.7K
|
25.5K
$5.97M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-71- 1.94% |
$8.6K - $10.7K
|
3.59K
$840K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-74- 0.25% |
$8.97K - $11.2K
|
29.8K
$6.98M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-74- 0.89% |
$8.97K - $11.2K
|
8.28K
$1.94M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-74- 1.34% |
$8.97K - $11.2K
|
5.45K
$1.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-75- 2.39% |
$9.09K - $11.3K
|
3.07K
$718K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-75- 3.72% |
$9.09K - $11.3K
|
1.94K
$454K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-75- 3.28% |
$9.09K - $11.3K
|
2.21K
$517K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-77- 0.95% |
$9.33K - $11.6K
|
8.03K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-77- 21.33% |
$9.33K - $11.6K
|
284
$66.4K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-77- 0.89% |
$9.33K - $11.6K
|
8.58K
$2.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-78- 2.17% |
$9.45K - $11.8K
|
3.51K
$822K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-80- 0.57% |
$9.69K - $12.1K
|
14K
$3.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-84- 0.62% |
$10.2K - $12.7K
|
13.6K
$3.17M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-85- 2.48% |
$10.3K - $12.8K
|
3.34K
$781K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-86- 0.42% |
$10.4K - $13K
|
20.6K
$4.81M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-88- 2.41% |
$10.7K - $13.3K
|
3.56K
$832K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-89- 0.4% |
$10.8K - $13.4K
|
21.9K
$5.12M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-89- 3.08% |
$10.8K - $13.4K
|
2.8K
$654K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-90- 1.82% |
$10.9K - $13.6K
|
4.85K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-92- 3.24% |
$11.1K - $13.9K
|
2.75K
$642K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-92- 1.42% |
$11.1K - $13.9K
|
6.4K
$1.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-95- 1.61% |
$11.5K - $14.3K
|
5.82K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-95- 3.04% |
$11.5K - $14.3K
|
3.04K
$710K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-96- 3.04% |
$11.6K - $14.5K
|
3.07K
$717K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-98- 4.62% |
$11.9K - $14.8K
|
2.02K
$473K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-99- 3.23% |
$12K - $14.9K
|
2.97K
$693K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-99- 2.18% |
$12K - $14.9K
|
4.44K
$1.04M
|