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 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-646- 4.46% |
$78.3K - $97.6K
|
13.8K
$3.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-647- 9.81% |
$78.4K - $97.7K
|
5.95K
$1.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-671- 30.68% |
$81.3K - $101K
|
1.52K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-674- 23.1% |
$81.7K - $102K
|
2.24K
$525K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-700- 3.38% |
$84.8K - $106K
|
20K
$4.68M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-700- 39.95% |
$84.8K - $106K
|
1.05K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-701- 1.68% |
$84.9K - $106K
|
41K
$9.58M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-715- 30.53% |
$86.6K - $108K
|
1.63K
$381K
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-718- 10.47% |
$87K - $108K
|
6.14K
$1.44M
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-725- 13.07% |
$87.9K - $109K
|
4.82K
$1.13M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-763- 25.37% |
$92.5K - $115K
|
2.24K
$525K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-767- 2.29% |
$92.9K - $116K
|
32.8K
$7.66M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-774- 2.45% |
$93.8K - $117K
|
30.8K
$7.21M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-779- 1.85% |
$94.4K - $118K
|
41.4K
$9.69M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-788- 5.46% |
$95.5K - $119K
|
13.7K
$3.19M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-797- 7.77% |
$96.6K - $120K
|
9.46K
$2.21M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-808- 2.0% |
$97.9K - $122K
|
39.7K
$9.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-814- 28.78% |
$98.6K - $123K
|
2.01K
$471K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-836- 3.89% |
$101K - $126K
|
20.6K
$4.83M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-842- 4.89% |
$102K - $127K
|
16.4K
$3.83M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-845- 0.7% |
$102K - $128K
|
119K
$27.9M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-846- 3.54% |
$103K - $128K
|
23.1K
$5.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-847- 8.26% |
$103K - $128K
|
9.41K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-848- 8.08% |
$103K - $128K
|
9.65K
$2.26M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-860- 2.5% |
$104K - $130K
|
33.6K
$7.86M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-875- 14.64% |
$106K - $132K
|
5.1K
$1.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-876- 11.69% |
$106K - $132K
|
6.62K
$1.55M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-879- 4.32% |
$107K - $133K
|
19.5K
$4.55M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-890- 1.81% |
$108K - $134K
|
48.2K
$11.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-895- 3.35% |
$108K - $135K
|
25.8K
$6.03M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-899- 16.28% |
$109K - $136K
|
4.62K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-911- 4.82% |
$110K - $138K
|
18K
$4.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-919- 28.63% |
$111K - $139K
|
2.29K
$536K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-948- 17.0% |
$115K - $143K
|
4.63K
$1.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-950- 35.13% |
$115K - $143K
|
1.75K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-954- 4.04% |
$116K - $144K
|
22.7K
$5.3M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-984- 4.13% |
$119K - $149K
|
22.8K
$5.34M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-990- 10.38% |
$120K - $149K
|
8.55K
$2M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-999- 13.2% |
$121K - $151K
|
6.57K
$1.54M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1K- 9.98% |
$121K - $151K
|
9.02K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.01K- 3.34% |
$123K - $153K
|
29.3K
$6.85M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.02K- 1.95% |
$123K - $154K
|
51.2K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.02K- 1.7% |
$124K - $154K
|
59K
$13.8M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.02K- 78.12% |
$124K - $154K
|
286
$66.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-1.02K- 2.66% |
$124K - $154K
|
37.5K
$8.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 22.99% |
$124K - $155K
|
3.43K
$803K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.03K- 65.39% |
$125K - $155K
|
544
$127K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.03K- 4.54% |
$125K - $156K
|
21.7K
$5.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 3.35% |
$125K - $156K
|
29.8K
$6.97M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.05K- 4.24% |
$127K - $158K
|
23.6K
$5.51M
|