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 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-262- 3.54% |
$31.7K - $39.6K
|
7.15K
$1.67M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-262- 3.34% |
$31.7K - $39.6K
|
7.59K
$1.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-263- 7.33% |
$31.9K - $39.7K
|
3.33K
$778K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-265- 0.63% |
$32.1K - $40K
|
41.6K
$9.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-265- 1.25% |
$32.1K - $40K
|
21K
$4.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-268- 2.67% |
$32.5K - $40.5K
|
9.77K
$2.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-270- 0.74% |
$32.7K - $40.8K
|
36.1K
$8.45M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-270- 3.92% |
$32.7K - $40.8K
|
6.63K
$1.55M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-271- 0.68% |
$32.8K - $40.9K
|
39.4K
$9.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-272- 7.15% |
$33K - $41.1K
|
3.53K
$826K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-277- 9.9% |
$33.6K - $41.8K
|
2.52K
$590K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-280- 12.73% |
$33.9K - $42.3K
|
1.92K
$449K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-287- 11.16% |
$34.8K - $43.3K
|
2.28K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-287- 5.21% |
$34.8K - $43.3K
|
5.22K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-295- 3.2% |
$35.7K - $44.5K
|
8.92K
$2.09M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-298- 13.72% |
$36.1K - $45K
|
1.87K
$438K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-305- 6.55% |
$37K - $46.1K
|
4.35K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-305- 5.4% |
$37K - $46.1K
|
5.34K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-305- 75.31% |
$37K - $46.1K
|
100
$23.4K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-305- 94.72% |
$37K - $46.1K
|
17
$3.98K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-306- 17.37% |
$37.1K - $46.2K
|
1.46K
$341K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-307- 11.53% |
$37.2K - $46.4K
|
2.36K
$551K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-310- 14.64% |
$37.6K - $46.8K
|
1.81K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-310- 11.92% |
$37.6K - $46.8K
|
2.29K
$536K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-325- 13.16% |
$39.4K - $49.1K
|
2.14K
$501K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-325- 0.56% |
$39.4K - $49.1K
|
57.6K
$13.5M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-334- 0.91% |
$40.5K - $50.4K
|
36.3K
$8.49M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-340- 7.25% |
$41.2K - $51.3K
|
4.35K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-350- 20.05% |
$42.4K - $52.9K
|
1.4K
$326K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-350- 12.21% |
$42.4K - $52.9K
|
2.52K
$588K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-352- 0.86% |
$42.7K - $53.2K
|
40.6K
$9.49M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-357- 6.52% |
$43.3K - $53.9K
|
5.12K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-364- 11.09% |
$44.1K - $55K
|
2.92K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-365- 7.39% |
$44.2K - $55.1K
|
4.57K
$1.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-369- 2.65% |
$44.7K - $55.7K
|
13.5K
$3.17M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-371- 4.81% |
$45K - $56K
|
7.35K
$1.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-381- 14.27% |
$46.2K - $57.5K
|
2.29K
$535K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-381- 63.93% |
$46.2K - $57.5K
|
215
$50.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-384- 2.36% |
$46.5K - $58K
|
15.9K
$3.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-386- 2.53% |
$46.8K - $58.3K
|
14.9K
$3.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-387- 10.86% |
$46.9K - $58.4K
|
3.18K
$743K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-392- 0.52% |
$47.5K - $59.2K
|
74.3K
$17.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-393- 1.81% |
$47.6K - $59.3K
|
21.4K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-395- 7.56% |
$47.9K - $59.6K
|
4.83K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-401- 6.28% |
$48.6K - $60.6K
|
5.98K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-403- 0.08% |
$48.8K - $60.9K
|
516K
$121M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-408- 7.94% |
$49.4K - $61.6K
|
4.73K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-413- 8.8% |
$50K - $62.4K
|
4.28K
$1M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-415- 0.75% |
$50.3K - $62.7K
|
55K
$12.9M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-421- 1.49% |
$51K - $63.6K
|
27.9K
$6.53M
|