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 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-422- 4.98% |
$51.1K - $63.7K
|
8.06K
$1.88M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-425- 3.12% |
$51.5K - $64.2K
|
13.2K
$3.09M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-430- 13.65% |
$52.1K - $64.9K
|
2.72K
$636K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-433- 2.35% |
$52.5K - $65.4K
|
18K
$4.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-448- 1.54% |
$54.3K - $67.7K
|
28.7K
$6.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-454- 2.78% |
$55K - $68.6K
|
15.9K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-454- 69.95% |
$55K - $68.6K
|
195
$45.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-461- 3.67% |
$55.9K - $69.6K
|
12.1K
$2.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-463- 3.02% |
$56.1K - $69.9K
|
14.9K
$3.48M
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-470- 13.24% |
$57K - $71K
|
3.08K
$721K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-476- 4.34% |
$57.7K - $71.9K
|
10.5K
$2.45M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-481- 4.78% |
$58.3K - $72.6K
|
9.58K
$2.24M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-481- 12.08% |
$58.3K - $72.6K
|
3.5K
$819K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-481- 12.08% |
$58.3K - $72.6K
|
3.5K
$819K
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-485- 18.92% |
$58.8K - $73.2K
|
2.08K
$486K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-495- 5.79% |
$60K - $74.7K
|
8.05K
$1.88M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-503- 2.5% |
$61K - $76K
|
19.6K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-503- 12.12% |
$61K - $76K
|
3.65K
$853K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-505- 1.82% |
$61.2K - $76.3K
|
27.2K
$6.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-512- 1.56% |
$62K - $77.3K
|
32.3K
$7.55M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-512- 0.37% |
$62K - $77.3K
|
139K
$32.4M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-515- 6.6% |
$62.4K - $77.8K
|
7.29K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-518- 4.5% |
$62.8K - $78.2K
|
11K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-525- 12.05% |
$63.6K - $79.3K
|
3.83K
$896K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-537- 2.79% |
$65.1K - $81.1K
|
18.7K
$4.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-540- 13.67% |
$65.4K - $81.5K
|
3.41K
$798K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-540- 17.0% |
$65.4K - $81.5K
|
2.64K
$617K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-544- 9.37% |
$65.9K - $82.1K
|
5.26K
$1.23M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-544- 9.37% |
$65.9K - $82.1K
|
5.26K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-554- 12.41% |
$67.1K - $83.7K
|
3.91K
$914K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-554- 4.67% |
$67.1K - $83.7K
|
11.3K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-555- 5.51% |
$67.3K - $83.8K
|
9.52K
$2.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-567- 1.7% |
$68.7K - $85.6K
|
32.7K
$7.66M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-570- 10.38% |
$69.1K - $86.1K
|
4.92K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-577- 4.92% |
$69.9K - $87.1K
|
11.1K
$2.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-579- 26.72% |
$70.2K - $87.4K
|
1.59K
$371K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-580- 7.2% |
$70.3K - $87.6K
|
7.48K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-588- 6.91% |
$71.3K - $88.8K
|
7.93K
$1.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-599- 2.34% |
$72.6K - $90.5K
|
25K
$5.85M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-600- 0.79% |
$72.7K - $90.6K
|
75.2K
$17.6M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-600- 3.7% |
$72.7K - $90.6K
|
15.6K
$3.65M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-607- 6.97% |
$73.6K - $91.7K
|
8.1K
$1.89M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-608- 0.93% |
$73.7K - $91.8K
|
64.9K
$15.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-611- 14.44% |
$74K - $92.3K
|
3.62K
$847K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-617- 2.9% |
$74.8K - $93.2K
|
20.6K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-617- 33.24% |
$74.8K - $93.2K
|
1.24K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-623- 7.38% |
$75.5K - $94.1K
|
7.82K
$1.83M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-630- 6.63% |
$76.3K - $95.1K
|
8.87K
$2.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-636- 4.86% |
$77.1K - $96K
|
12.5K
$2.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-641- 7.86% |
$77.7K - $96.8K
|
7.51K
$1.76M
|