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 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-163- 1.64% |
$19.8K - $24.6K
|
9.79K
$2.29M
|
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-163- 0.6% |
$19.8K - $24.6K
|
27.2K
$6.36M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-167- 5.86% |
$20.2K - $25.2K
|
2.69K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-171- 2.76% |
$20.7K - $25.8K
|
6.02K
$1.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-172- 1.2% |
$20.8K - $26K
|
14.2K
$3.32M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-175- 0.47% |
$21.2K - $26.4K
|
37.1K
$8.67M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-178- 11.34% |
$21.6K - $26.9K
|
1.39K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-179- 6.72% |
$21.7K - $27K
|
2.48K
$581K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-180- 16.98% |
$21.8K - $27.2K
|
880
$206K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-180- 3.95% |
$21.8K - $27.2K
|
4.37K
$1.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-185- 1.81% |
$22.4K - $27.9K
|
10.1K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-186- 0.52% |
$22.5K - $28.1K
|
35.7K
$8.34M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-187- 4.81% |
$22.7K - $28.2K
|
3.7K
$866K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-188- 9.71% |
$22.8K - $28.4K
|
1.75K
$409K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-190- 11.48% |
$23K - $28.7K
|
1.47K
$343K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-190- 0.65% |
$23K - $28.7K
|
29.2K
$6.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-194- 5.54% |
$23.5K - $29.3K
|
3.31K
$773K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-194- 6.82% |
$23.5K - $29.3K
|
2.65K
$620K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-195- 3.89% |
$23.6K - $29.4K
|
4.81K
$1.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-198- 0.7% |
$24K - $29.9K
|
28.1K
$6.56M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-198- 5.18% |
$24K - $29.9K
|
3.63K
$848K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-200- 4.36% |
$24.2K - $30.2K
|
4.39K
$1.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-200- 10.0% |
$24.2K - $30.2K
|
1.8K
$421K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-200- 66.67% |
$24.2K - $30.2K
|
100
$23.4K
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-200- 6.9% |
$24.2K - $30.2K
|
2.7K
$631K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-204- 6.54% |
$24.7K - $30.8K
|
2.91K
$681K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-206- 2.87% |
$25K - $31.1K
|
6.96K
$1.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-210- 5.18% |
$25.4K - $31.7K
|
3.85K
$900K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-210- 8.72% |
$25.4K - $31.7K
|
2.2K
$514K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-210- 0.16% |
$25.4K - $31.7K
|
134K
$31.4M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-211- 10.54% |
$25.6K - $31.9K
|
1.79K
$419K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-211- 6.29% |
$25.6K - $31.9K
|
3.14K
$735K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-213- 5.47% |
$25.8K - $32.2K
|
3.68K
$860K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-214- 3.88% |
$25.9K - $32.3K
|
5.3K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-219- 5.46% |
$26.5K - $33.1K
|
3.79K
$887K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-225- 1.35% |
$27.3K - $34K
|
16.4K
$3.84M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-228- 5.87% |
$27.6K - $34.4K
|
3.65K
$855K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-230- 2.67% |
$27.9K - $34.7K
|
8.4K
$1.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-238- 1.28% |
$28.8K - $35.9K
|
18.3K
$4.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-241- 1.29% |
$29.2K - $36.4K
|
18.4K
$4.31M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-243- 4.15% |
$29.4K - $36.7K
|
5.61K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-245- 8.45% |
$29.7K - $37K
|
2.65K
$621K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-246- 95.72% |
$29.8K - $37.1K
|
11
$2.57K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-247- 6.63% |
$29.9K - $37.3K
|
3.48K
$814K
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-250- 1.17% |
$30.3K - $37.8K
|
21.1K
$4.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-254- 1.15% |
$30.8K - $38.4K
|
21.7K
$5.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-256- 4.06% |
$31K - $38.7K
|
6.06K
$1.42M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-257- 0.43% |
$31.1K - $38.8K
|
60K
$14M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-260- 11.35% |
$31.5K - $39.3K
|
2.03K
$475K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-260- 0.61% |
$31.5K - $39.3K
|
42.6K
$9.97M
|