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 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.38K- 30.84% |
$773K - $963K
|
14.3K
$3.46M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.5K- 10.37% |
$788K - $982K
|
56.2K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.54K- 17.82% |
$792K - $987K
|
30.1K
$7.29M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.69K- 14.82% |
$811K - $1.01M
|
38.5K
$9.3M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-7.01KClosed |
$849K - $1.06M
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-7.07K- 98.8% |
$857K - $1.07M
|
86
$20.8K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7.09K- 19.96% |
$859K - $1.07M
|
28.4K
$6.87M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.12K- 13.59% |
$862K - $1.07M
|
45.3K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-7.13K- 8.48% |
$864K - $1.08M
|
77K
$18.6M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-7.18K- 57.21% |
$869K - $1.08M
|
5.37K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-7.22K- 47.13% |
$875K - $1.09M
|
8.1K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.29K- 15.84% |
$884K - $1.1M
|
38.8K
$9.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-7.45K- 12.9% |
$902K - $1.12M
|
50.3K
$12.2M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-7.48K- 20.54% |
$906K - $1.13M
|
28.9K
$6.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.54K- 26.26% |
$913K - $1.14M
|
21.2K
$5.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-7.63K- 13.0% |
$925K - $1.15M
|
51.1K
$12.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-7.7K- 28.86% |
$933K - $1.16M
|
19K
$4.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-7.99K- 3.66% |
$968K - $1.21M
|
210K
$50.9M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.01K- 25.02% |
$971K - $1.21M
|
24K
$5.8M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-8.08K- 6.89% |
$979K - $1.22M
|
109K
$26.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-8.27K- 5.14% |
$1M - $1.25M
|
153K
$36.9M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.39K- 13.27% |
$1.02M - $1.27M
|
54.8K
$13.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-8.46K- 20.63% |
$1.03M - $1.28M
|
32.6K
$7.87M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-8.64K- 1.16% |
$1.05M - $1.3M
|
736K
$178M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.82K- 32.26% |
$1.07M - $1.33M
|
18.5K
$4.48M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-8.95K- 99.91% |
$1.08M - $1.35M
|
8
$1.93K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.17K- 16.6% |
$1.11M - $1.38M
|
46.1K
$11.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-9.45K- 1.86% |
$1.15M - $1.43M
|
499K
$121M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.58K- 12.54% |
$1.16M - $1.45M
|
66.8K
$16.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.66K- 9.8% |
$1.17M - $1.46M
|
88.8K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-9.83K- 29.89% |
$1.19M - $1.48M
|
23.1K
$5.58M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.99K- 1.38% |
$1.21M - $1.51M
|
712K
$172M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-9.99K- 8.87% |
$1.21M - $1.51M
|
103K
$24.8M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10K- 42.86% |
$1.22M - $1.52M
|
13.4K
$3.24M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-10.1K- 78.28% |
$1.22M - $1.53M
|
2.81K
$678K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.2K- 6.71% |
$1.23M - $1.54M
|
142K
$34.2M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-10.2K- 30.35% |
$1.24M - $1.54M
|
23.5K
$5.67M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-10.9K- 9.14% |
$1.32M - $1.65M
|
108K
$26.2M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.1K- 10.05% |
$1.34M - $1.67M
|
99K
$23.9M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-11.1K- 21.34% |
$1.34M - $1.67M
|
40.8K
$9.86M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-11.1K- 53.79% |
$1.35M - $1.68M
|
9.53K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-11.2K- 5.89% |
$1.35M - $1.68M
|
178K
$43.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-11.3K- 59.49% |
$1.36M - $1.7M
|
7.66K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.3K- 27.79% |
$1.37M - $1.71M
|
29.4K
$7.12M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-11.6K- 76.76% |
$1.41M - $1.75M
|
3.52K
$850K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-11.8K- 12.69% |
$1.43M - $1.78M
|
81.1K
$19.6M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 2.49% |
$1.49M - $1.86M
|
481K
$116M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.4K- 6.62% |
$1.5M - $1.87M
|
175K
$42.3M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-12.7K- 9.29% |
$1.53M - $1.91M
|
123K
$29.9M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.1K- 21.52% |
$1.59M - $1.98M
|
47.9K
$11.6M
|