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 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.05K- 0.91% |
$127K - $158K
|
114K
$27.6M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.05K- 84.94% |
$127K - $158K
|
186
$45K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.06K- 21.84% |
$128K - $160K
|
3.78K
$915K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.06K- 1.53% |
$129K - $161K
|
68.5K
$16.6M
|
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.1K- 3.3% |
$133K - $166K
|
32.3K
$7.8M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.1K- 28.95% |
$134K - $166K
|
2.71K
$654K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.11K- 9.64% |
$135K - $168K
|
10.4K
$2.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.13K- 6.02% |
$137K - $170K
|
17.6K
$4.26M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.14K- 10.82% |
$138K - $172K
|
9.37K
$2.26M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.14K- 15.67% |
$139K - $173K
|
6.15K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-1.15KClosed |
$139K - $174K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.17K- 4.1% |
$142K - $177K
|
27.4K
$6.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.18K- 4.09% |
$143K - $178K
|
27.5K
$6.66M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1.19K- 22.9% |
$144K - $180K
|
4.01K
$970K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 5.39% |
$145K - $180K
|
21K
$5.07M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.2K- 5.83% |
$145K - $181K
|
19.4K
$4.68M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.22K- 6.47% |
$147K - $183K
|
17.6K
$4.24M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.22K- 1.13% |
$148K - $184K
|
107K
$25.9M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.22K- 1.13% |
$148K - $184K
|
107K
$25.9M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.25K- 7.43% |
$151K - $189K
|
15.6K
$3.76M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.27K- 1.71% |
$153K - $191K
|
72.9K
$17.6M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.27K- 33.7% |
$154K - $191K
|
2.5K
$603K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.27K- 5.46% |
$154K - $192K
|
22K
$5.33M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.28K- 5.52% |
$155K - $193K
|
21.9K
$5.28M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.29K- 10.98% |
$156K - $195K
|
10.4K
$2.53M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.29K- 4.93% |
$156K - $195K
|
24.9K
$6.02M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.29K- 6.13% |
$156K - $195K
|
19.8K
$4.78M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.31K- 33.81% |
$159K - $198K
|
2.57K
$621K
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-1.34K- 2.13% |
$162K - $202K
|
61.7K
$14.9M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.35K- 8.42% |
$164K - $204K
|
14.7K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.35K- 17.09% |
$164K - $204K
|
6.56K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.36K- 16.6% |
$165K - $206K
|
6.85K
$1.66M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.37K- 14.07% |
$166K - $207K
|
8.38K
$2.03M
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.38K- 0.43% |
$167K - $208K
|
322K
$77.9M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.38K- 9.42% |
$168K - $209K
|
13.3K
$3.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.4K- 0.92% |
$170K - $211K
|
150K
$36.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-1.41K- 2.85% |
$170K - $212K
|
47.9K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.43K- 39.94% |
$173K - $216K
|
2.15K
$520K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.44K- 76.12% |
$175K - $218K
|
453
$110K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1.5K- 32.4% |
$182K - $227K
|
3.13K
$757K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.5K- 1.64% |
$182K - $227K
|
90.1K
$21.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.52K- 3.6% |
$184K - $229K
|
40.6K
$9.82M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.53K- 8.37% |
$185K - $230K
|
16.7K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.57K- 3.79% |
$190K - $237K
|
39.9K
$9.65M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.57K- 1.41% |
$191K - $238K
|
110K
$26.6M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.61KClosed |
$195K - $243K
|
0
$0
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.63K- 20.79% |
$198K - $246K
|
6.21K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 19.79% |
$200K - $249K
|
6.69K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.66K- 24.46% |
$201K - $250K
|
5.11K
$1.24M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-1.68K- 8.25% |
$203K - $253K
|
18.6K
$4.51M
|