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 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-100- 85.47% |
$12.1K - $15.1K
|
17
$3.98K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 16.67% |
$12.1K - $15.1K
|
500
$117K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 0.84% |
$12.1K - $15.1K
|
11.9K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-100- 3.13% |
$12.1K - $15.1K
|
3.09K
$723K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-100- 0.39% |
$12.1K - $15.1K
|
25.6K
$5.98M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 2.06% |
$12.1K - $15.1K
|
4.77K
$1.11M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-100- 6.08% |
$12.1K - $15.1K
|
1.55K
$362K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-102- 3.77% |
$12.4K - $15.4K
|
2.6K
$608K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-104- 0.22% |
$12.6K - $15.7K
|
48K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-105- 0.26% |
$12.7K - $15.9K
|
40.6K
$9.51M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-110- 0.92% |
$13.3K - $16.6K
|
11.8K
$2.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-111- 6.85% |
$13.5K - $16.8K
|
1.51K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-112- 1.56% |
$13.6K - $16.9K
|
7.08K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-112- 1.13% |
$13.6K - $16.9K
|
9.83K
$2.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-114- 2.49% |
$13.8K - $17.2K
|
4.47K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-115- 1.71% |
$13.9K - $17.4K
|
6.61K
$1.54M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-116- 2.81% |
$14.1K - $17.5K
|
4.01K
$938K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-116- 3.51% |
$14.1K - $17.5K
|
3.19K
$747K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-117- 3.71% |
$14.2K - $17.7K
|
3.03K
$709K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-119- 1.03% |
$14.4K - $18K
|
11.4K
$2.67M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-121- 1.16% |
$14.7K - $18.3K
|
10.3K
$2.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-124- 3.72% |
$15K - $18.7K
|
3.21K
$751K
|
|
|
Apr 12, 2023
Q1 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-125- 7.69% |
$15.1K - $18.9K
|
1.5K
$351K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-125- 5.08% |
$15.1K - $18.9K
|
2.34K
$546K
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-125- 20.0% |
$15.1K - $18.9K
|
500
$117K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-126- 3.53% |
$15.3K - $19K
|
3.45K
$806K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-126- 1.12% |
$15.3K - $19K
|
11.1K
$2.6M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-129- 0.69% |
$15.6K - $19.5K
|
18.5K
$4.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-130- 2.37% |
$15.8K - $19.6K
|
5.36K
$1.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-131- 7.37% |
$15.9K - $19.8K
|
1.65K
$385K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-134- 6.14% |
$16.2K - $20.2K
|
2.05K
$479K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-136- 1.53% |
$16.5K - $20.5K
|
8.77K
$2.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-138- 0.78% |
$16.7K - $20.8K
|
17.5K
$4.09M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-143- 0.63% |
$17.3K - $21.6K
|
22.7K
$5.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-144- 5.81% |
$17.4K - $21.7K
|
2.33K
$546K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-146- 4.18% |
$17.7K - $22K
|
3.35K
$782K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-149- 3.81% |
$18.1K - $22.5K
|
3.76K
$880K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-150- 8.69% |
$18.2K - $22.7K
|
1.58K
$369K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-150- 9.16% |
$18.2K - $22.7K
|
1.49K
$348K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-150- 4.44% |
$18.2K - $22.7K
|
3.23K
$754K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-150- 1.27% |
$18.2K - $22.7K
|
11.7K
$2.73M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 1.0% |
$18.2K - $22.7K
|
14.9K
$3.48M
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-150- 3.33% |
$18.2K - $22.7K
|
4.35K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-155- 5.08% |
$18.8K - $23.4K
|
2.9K
$677K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-155- 0.81% |
$18.8K - $23.4K
|
18.9K
$4.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-156- 1.66% |
$18.9K - $23.6K
|
9.25K
$2.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-157- 8.88% |
$19K - $23.7K
|
1.61K
$377K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-158- 0.15% |
$19.1K - $23.9K
|
106K
$24.8M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-160- 0.59% |
$19.4K - $24.2K
|
27.1K
$6.33M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-162- 7.81% |
$19.6K - $24.5K
|
1.91K
$447K
|