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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.93KClosed |
$355K - $442K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.1K- 92.57% |
$376K - $469K
|
249
$60.2K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.23K- 19.21% |
$392K - $488K
|
13.6K
$3.29M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3.29KClosed |
$398K - $496K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.29K- 2.92% |
$399K - $497K
|
109K
$26.5M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.31K- 2.5% |
$401K - $500K
|
129K
$31.2M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3.34K- 6.06% |
$405K - $505K
|
51.8K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.48K- 2.49% |
$421K - $525K
|
136K
$32.9M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.61K- 10.93% |
$437K - $545K
|
29.4K
$7.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.63KClosed |
$440K - $549K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.9K- 9.25% |
$472K - $589K
|
38.2K
$9.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.92K- 5.63% |
$475K - $592K
|
65.7K
$15.9M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3.96K- 63.47% |
$480K - $598K
|
2.28K
$551K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.04K- 45.39% |
$490K - $611K
|
4.87K
$1.18M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.05K- 17.34% |
$491K - $612K
|
19.3K
$4.67M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.06K- 29.4% |
$492K - $613K
|
9.74K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-4.07K- 13.54% |
$493K - $615K
|
26K
$6.29M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-4.16K- 43.87% |
$504K - $629K
|
5.33K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.19K- 47.35% |
$507K - $632K
|
4.65K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-4.37K- 47.23% |
$530K - $660K
|
4.88K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.52K- 3.96% |
$548K - $683K
|
110K
$26.5M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4.6K- 3.18% |
$558K - $695K
|
140K
$33.9M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-4.74K- 6.47% |
$574K - $715K
|
68.5K
$16.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-4.74K- 12.9% |
$575K - $716K
|
32K
$7.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-4.76K- 38.2% |
$577K - $719K
|
7.7K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.83K- 3.38% |
$585K - $729K
|
138K
$33.4M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-4.85K- 20.5% |
$587K - $732K
|
18.8K
$4.54M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.85K- 2.52% |
$588K - $733K
|
187K
$45.3M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.88K- 58.13% |
$591K - $736K
|
3.51K
$849K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.89K- 8.93% |
$592K - $738K
|
49.8K
$12M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.89K- 8.93% |
$592K - $738K
|
49.8K
$12M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-4.97K- 32.45% |
$602K - $750K
|
10.3K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.04K- 29.27% |
$610K - $760K
|
12.2K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-5.07K- 0.84% |
$615K - $766K
|
598K
$145M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-5.09K- 22.45% |
$617K - $769K
|
17.6K
$4.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-5.12K- 2.9% |
$620K - $773K
|
171K
$41.4M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-5.25K- 14.19% |
$636K - $793K
|
31.8K
$7.68M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-5.27K- 2.53% |
$639K - $796K
|
203K
$49.2M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.33K- 27.25% |
$646K - $805K
|
14.2K
$3.44M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.38K- 16.33% |
$652K - $812K
|
27.6K
$6.66M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-5.4K- 55.24% |
$654K - $815K
|
4.38K
$1.06M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.59K- 7.5% |
$678K - $844K
|
68.9K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.67K- 12.97% |
$686K - $855K
|
38K
$9.2M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.91K- 5.61% |
$716K - $892K
|
99.5K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.92K- 17.32% |
$717K - $893K
|
28.2K
$6.83M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.01K- 19.19% |
$728K - $908K
|
25.3K
$6.12M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.02K- 2.53% |
$729K - $908K
|
231K
$56M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-6.19K- 59.63% |
$750K - $935K
|
4.19K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-6.2K- 75.61% |
$751K - $936K
|
2K
$484K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-6.23K- 14.12% |
$754K - $940K
|
37.9K
$9.16M
|