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 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.68K- 3.03% |
$203K - $253K
|
53.7K
$12.6M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.69K- 8.3% |
$205K - $255K
|
18.7K
$4.36M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.71K- 3.8% |
$207K - $258K
|
43.2K
$10.1M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.76K- 20.25% |
$213K - $265K
|
6.91K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.77K- 2.27% |
$214K - $267K
|
76.1K
$17.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.77K- 2.6% |
$214K - $267K
|
66.2K
$15.5M
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-1.79K- 8.44% |
$217K - $271K
|
19.4K
$4.55M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.8K- 9.22% |
$219K - $272K
|
17.8K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.84K- 21.85% |
$223K - $278K
|
6.58K
$1.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.85K- 16.57% |
$224K - $279K
|
9.3K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.86K- 10.01% |
$226K - $281K
|
16.8K
$3.92M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.87K- 3.3% |
$227K - $283K
|
54.8K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.89K- 5.88% |
$229K - $285K
|
30.2K
$7.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.91K- 8.95% |
$231K - $288K
|
19.4K
$4.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-1.93K- 14.77% |
$234K - $292K
|
11.2K
$2.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.98K- 3.19% |
$240K - $300K
|
60.3K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.99K- 19.83% |
$241K - $300K
|
8.02K
$1.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.99K- 41.12% |
$241K - $301K
|
2.85K
$666K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.01K- 14.87% |
$243K - $303K
|
11.5K
$2.69M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.01K- 37.26% |
$244K - $304K
|
3.39K
$793K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.07K- 12.17% |
$251K - $313K
|
15K
$3.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.08K- 9.14% |
$252K - $315K
|
20.7K
$4.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.12K- 24.15% |
$257K - $321K
|
6.67K
$1.56M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.16K- 20.11% |
$262K - $326K
|
8.57K
$2.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.18K- 3.22% |
$264K - $329K
|
65.5K
$15.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-2.19K- 12.18% |
$266K - $331K
|
15.8K
$3.7M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.24K- 2.21% |
$272K - $339K
|
99.3K
$23.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.25K- 11.42% |
$273K - $340K
|
17.5K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.27K- 1.57% |
$275K - $342K
|
142K
$33.2M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.29K- 65.48% |
$277K - $346K
|
1.21K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.33K- 2.06% |
$283K - $352K
|
111K
$26M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.35K- 65.1% |
$285K - $355K
|
1.26K
$295K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.4K- 7.2% |
$291K - $362K
|
30.9K
$7.22M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-2.41K- 26.25% |
$292K - $364K
|
6.77K
$1.58M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.48K- 22.17% |
$300K - $374K
|
8.69K
$2.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-2.5K- 0.49% |
$303K - $378K
|
505K
$118M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.51K- 4.97% |
$304K - $378K
|
47.9K
$11.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.55K- 17.37% |
$309K - $385K
|
12.1K
$2.84M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.59K- 17.78% |
$314K - $391K
|
12K
$2.8M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.6K- 44.1% |
$314K - $392K
|
3.29K
$769K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.65K- 4.24% |
$321K - $400K
|
59.9K
$14M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.68K- 9.29% |
$324K - $404K
|
26.1K
$6.11M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.72K- 21.34% |
$330K - $411K
|
10K
$2.35M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.76K- 18.22% |
$334K - $416K
|
12.4K
$2.89M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.77K- 5.51% |
$336K - $418K
|
47.5K
$11.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-2.8K- 32.41% |
$339K - $422K
|
5.83K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.8K- 39.27% |
$340K - $423K
|
4.33K
$1.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.86K- 47.03% |
$347K - $432K
|
3.22K
$754K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.87K- 24.23% |
$348K - $433K
|
8.98K
$2.1M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.89K- 39.0% |
$350K - $436K
|
4.52K
$1.06M
|