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 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
62.2KNew |
$7.53M - $9.39M
|
62.2K
$14.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59.9K+ 460.29% |
$7.25M - $9.04M
|
72.9K
$17M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
54.3K+ 498.78% |
$6.58M - $8.19M
|
65.1K
$15.2M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
54.2K+ 28.05% |
$6.57M - $8.19M
|
247K
$57.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
53.3K+ 314.78% |
$6.45M - $8.04M
|
70.2K
$16.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
50.1K+ 1301.66% |
$6.07M - $7.56M
|
53.9K
$12.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
47.9K+ 1247.62% |
$5.81M - $7.24M
|
51.8K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
45.8KNew |
$5.55M - $6.91M
|
45.8K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
40.8K+ 25.15% |
$4.95M - $6.17M
|
203K
$47.5M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
39.7K+ 5.28% |
$4.81M - $5.99M
|
791K
$185M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
39.2K+ 20.61% |
$4.75M - $5.92M
|
229K
$53.7M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
38.7KNew |
$4.69M - $5.85M
|
38.7K
$9.06M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
38.3K+ 348600.0% |
$4.65M - $5.79M
|
38.4K
$8.97M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
36K+ 1506.28% |
$4.36M - $5.44M
|
38.4K
$8.98M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
35.4K+ 832.43% |
$4.29M - $5.35M
|
39.7K
$9.28M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.1K+ 7.16% |
$4.26M - $5.31M
|
526K
$123M
|
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
BUY
|
- |
33.9KNew |
$4.11M - $5.13M
|
33.9K
$7.94M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33K+ 4.4% |
$4M - $4.98M
|
782K
$183M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
32.5K+ 150.09% |
$3.94M - $4.91M
|
54.2K
$12.7M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
32.4KNew |
$3.93M - $4.9M
|
32.4K
$7.59M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.2K+ 22.53% |
$3.91M - $4.87M
|
175K
$41M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30.2K+ 65.5% |
$3.66M - $4.57M
|
76.4K
$17.9M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
29.9K+ 18.76% |
$3.63M - $4.52M
|
189K
$44.3M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
29.8K+ 8.86% |
$3.61M - $4.5M
|
366K
$85.6M
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
29.7KNew |
$3.6M - $4.48M
|
29.7K
$6.94M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
29.6K+ 18.54% |
$3.58M - $4.46M
|
189K
$44.2M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
29.1KNew |
$3.53M - $4.4M
|
29.1K
$6.81M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
28.4KNew |
$3.44M - $4.29M
|
28.4K
$6.65M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.4K+ 3703.64% |
$3.08M - $3.84M
|
26.1K
$6.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
BUY
|
- |
24.3K+ 1242.88% |
$2.94M - $3.66M
|
26.2K
$6.13M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.2K+ 8.34% |
$2.93M - $3.65M
|
314K
$73.5M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
23.5KNew |
$2.85M - $3.55M
|
23.5K
$5.51M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
22.9KNew |
$2.77M - $3.45M
|
22.9K
$5.35M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.7K+ 70.02% |
$2.75M - $3.43M
|
55.1K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.5KNew |
$2.72M - $3.39M
|
22.5K
$5.25M
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
22.3K+ 20.36% |
$2.7M - $3.37M
|
132K
$30.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
22.2K+ 176.11% |
$2.69M - $3.35M
|
34.8K
$8.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
21.9KNew |
$2.66M - $3.31M
|
21.9K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21.8K+ 389.69% |
$2.65M - $3.3M
|
27.5K
$6.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
21.8K+ 536.81% |
$2.64M - $3.29M
|
25.8K
$6.04M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
19.8KNew |
$2.4M - $2.99M
|
19.8K
$4.63M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.7K+ 16.85% |
$2.38M - $2.97M
|
136K
$31.9M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
19.6K+ 10.09% |
$2.38M - $2.96M
|
214K
$50.1M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19.2KNew |
$2.33M - $2.9M
|
19.2K
$4.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
19.2KNew |
$2.32M - $2.89M
|
19.2K
$4.48M
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
18.5KNew |
$2.25M - $2.8M
|
18.5K
$4.34M
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.4K+ 2.74% |
$2.23M - $2.78M
|
690K
$162M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
17.7K+ 193.34% |
$2.14M - $2.67M
|
26.9K
$6.28M
|
|
|
May 12, 2023
Q1 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
17.5K+ 276.27% |
$2.12M - $2.64M
|
23.8K
$5.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.3K+ 12.04% |
$2.1M - $2.61M
|
161K
$37.7M
|