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 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
17KNew |
$2.07M - $2.57M
|
17K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
16.7KNew |
$2.02M - $2.52M
|
16.7K
$3.91M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
16.7KNew |
$2.02M - $2.52M
|
16.7K
$3.9M
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
BUY
|
- |
16.6K+ 26.6% |
$2.02M - $2.51M
|
79.2K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
16.5KNew |
$2M - $2.49M
|
16.5K
$3.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
BUY
|
- |
16.3K+ 27.01% |
$1.97M - $2.46M
|
76.6K
$17.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
16.2K+ 589.36% |
$1.97M - $2.45M
|
19K
$4.44M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
16K+ 56.14% |
$1.94M - $2.42M
|
44.5K
$10.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15.7K+ 16.46% |
$1.91M - $2.38M
|
111K
$26M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.5K+ 37.03% |
$1.88M - $2.34M
|
57.3K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
15.4K+ 52.85% |
$1.87M - $2.33M
|
44.6K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
15.4KNew |
$1.87M - $2.33M
|
15.4K
$3.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.5K+ 83.71% |
$1.76M - $2.19M
|
31.9K
$7.45M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
14.5KNew |
$1.76M - $2.19M
|
14.5K
$3.39M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 24.36% |
$1.76M - $2.19M
|
74K
$17.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
14.2K+ 149.37% |
$1.72M - $2.14M
|
23.7K
$5.54M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
13.9KNew |
$1.68M - $2.09M
|
13.9K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.8KNew |
$1.67M - $2.08M
|
13.8K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$1.65M - $2.06M
|
13.6K
$3.19M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12.8KNew |
$1.56M - $1.94M
|
12.8K
$3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7K+ 1.85% |
$1.53M - $1.91M
|
696K
$163M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.3K+ 20.17% |
$1.49M - $1.86M
|
73.3K
$17.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 2.57% |
$1.47M - $1.84M
|
485K
$114M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
12.1K+ 3.03% |
$1.47M - $1.83M
|
413K
$96.5M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
11.9K+ 33.01% |
$1.44M - $1.8M
|
48K
$11.2M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
11.9K+ 10.99% |
$1.44M - $1.79M
|
120K
$28M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
11.7K+ 435.32% |
$1.42M - $1.77M
|
14.4K
$3.37M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.7K+ 54.05% |
$1.42M - $1.76M
|
33.3K
$7.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
11.4K+ 23.17% |
$1.38M - $1.72M
|
60.4K
$14.1M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
11.1KNew |
$1.35M - $1.68M
|
11.1K
$2.61M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11K+ 6.26% |
$1.34M - $1.67M
|
187K
$43.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10.7KNew |
$1.29M - $1.61M
|
10.7K
$2.5M
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
10.6K+ 28.21% |
$1.29M - $1.6M
|
48.3K
$11.3M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.3K+ 8.86% |
$1.25M - $1.56M
|
127K
$29.7M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10K+ 60.14% |
$1.21M - $1.51M
|
26.6K
$6.23M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.8KNew |
$1.19M - $1.48M
|
9.8K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
9.77K+ 3.22% |
$1.18M - $1.48M
|
313K
$73.2M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.76K+ 135.22% |
$1.18M - $1.47M
|
17K
$3.97M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9.68K+ 55.33% |
$1.17M - $1.46M
|
27.2K
$6.36M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
9.38K+ 13.9% |
$1.14M - $1.42M
|
76.8K
$18M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.35KNew |
$1.13M - $1.41M
|
9.35K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.31K+ 10.06% |
$1.13M - $1.41M
|
102K
$23.8M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9.28K+ 216.69% |
$1.12M - $1.4M
|
13.6K
$3.17M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9.21K+ 560.34% |
$1.12M - $1.39M
|
10.9K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.2K+ 6.5% |
$1.12M - $1.39M
|
151K
$35.3M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
8.97K+ 109.54% |
$1.09M - $1.35M
|
17.2K
$4.01M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
8.94K+ 18.66% |
$1.08M - $1.35M
|
56.8K
$13.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
8.81KNew |
$1.07M - $1.33M
|
8.81K
$2.06M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.78K+ 10.66% |
$1.06M - $1.33M
|
91.2K
$21.3M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
8.5K+ 54.5% |
$1.03M - $1.28M
|
24.1K
$5.64M
|