Purchases and Sales Made in Q1 2023 in Technology Sector Spdr (XLK)

XLK Quotes by TradingView

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 15, 2023 Q1 2023
Valley Financial Management, Inc.

New York, NY
BUY
 -
8.27K
+ 77.04%
$1M - $1.25M
19K $4.45M
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

BUY
 -
8.26K
+ 1.79%
$1M - $1.25M
469K $110M
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
8.25K
+ 7.16%
$999K - $1.25M
123K $28.9M
Jul 09, 2024 Q1 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
8.21K
+ 39.69%
$994K - $1.24M
28.9K $6.76M
Apr 18, 2023 Q1 2023
Financial Services Advisory Inc

BUY
 -
8.17K
New
$990K - $1.23M
8.17K $1.91M
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
8.14K
+ 105.77%
$986K - $1.23M
15.8K $3.7M
May 10, 2023 Q1 2023
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
7.98K
New
$967K - $1.21M
7.98K $1.87M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
7.72K
+ 96450.0%
$935K - $1.17M
7.72K $1.81M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
7.56K
+ 73.97%
$916K - $1.14M
17.8K $4.16M
Apr 18, 2023 Q1 2023
Donald L. Hagan, LLC

BUY
 -
7.55K
+ 32.04%
$915K - $1.14M
31.1K $7.28M
Apr 28, 2023 Q1 2023
Sg Americas Securities, LLC

BUY
 -
7.44K
+ 8.03%
$901K - $1.12M
100K $23.4M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
7.43K
New
$900K - $1.12M
7.43K $1.74M
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
7.42K
New
$899K - $1.12M
7.42K $1.74M
Dec 10, 2024 Q1 2023
Cypress Capital, LLC

BUY
 -
7.24K
New
$877K - $1.09M
7.24K $1.69M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
7.18K
+ 128.05%
$870K - $1.08M
12.8K $2.99M
Apr 25, 2023 Q1 2023
Bank Hapoalim Bm

BUY
 -
7.08K
+ 10.84%
$858K - $1.07M
72.4K $16.9M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
6.98K
New
$846K - $1.05M
6.98K $1.63M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
6.96K
+ 27.92%
$844K - $1.05M
31.9K $7.46M
May 15, 2023 Q1 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
6.96K
New
$843K - $1.05M
6.96K $1.63M
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
6.85K
+ 11.89%
$830K - $1.03M
64.5K $15.1M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
6.83K
+ 15.86%
$827K - $1.03M
49.9K $11.7M
Apr 26, 2023 Q1 2023
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
6.72K
New
$814K - $1.01M
6.72K $1.57M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
6.62K
+ 36.53%
$802K - $999K
24.7K $5.78M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
6.55K
New
$794K - $989K
6.55K $1.53M
May 10, 2023 Q1 2023
Alps Advisors Inc

Denver, CO
BUY
 -
6.55K
+ 3.54%
$793K - $989K
192K $44.8M
May 10, 2023 Q1 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
6.4K
New
$775K - $966K
6.4K $1.5M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
6.35K
+ 15.42%
$769K - $959K
47.5K $11.1M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
6.34K
+ 58.92%
$768K - $957K
17.1K $4M
May 03, 2023 Q1 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
6.17K
+ 183.7%
$747K - $931K
9.52K $2.23M
Apr 21, 2023 Q1 2023
Econ Financial Services Corp

BUY
 -
6.12K
New
$742K - $924K
6.12K $1.43M
Apr 12, 2023 Q1 2023
Retireful, LLC

BUY
 -
6.03K
New
$731K - $911K
6.03K $1.41M
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
6K
New
$727K - $906K
6K $1.4M
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
5.98K
+ 102.01%
$724K - $903K
11.8K $2.77M
Apr 11, 2023 Q1 2023
Affinity Capital Advisors, LLC

BUY
 -
5.72K
New
$693K - $864K
5.72K $1.34M
May 09, 2023 Q1 2023
Riggs Asset Managment Co. Inc.

BUY
 -
5.71K
New
$692K - $862K
5.71K $1.34M
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
5.6K
New
$679K - $846K
5.6K $1.31M
May 02, 2023 Q1 2023
Prw Wealth Management LLC

BUY
 -
5.53K
New
$670K - $835K
5.53K $1.29M
Apr 27, 2023 Q1 2023
Sunesis Advisors, LLC

BUY
 -
5.15K
New
$624K - $778K
5.15K $1.21M
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
5.11K
+ 99.49%
$619K - $771K
10.2K $2.4M
Jun 07, 2023 Q1 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
5.1K
New
$618K - $771K
5.1K $1.19M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
5.05K
+ 9.14%
$611K - $762K
60.2K $14.1M
May 15, 2023 Q1 2023
Menora Mivtachim Holdings Ltd.

BUY
 -
5.05K
New
$611K - $762K
5.05K $1.18M
May 09, 2023 Q1 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
5.04K
+ 28.95%
$610K - $760K
22.4K $5.25M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
5.01K
+ 58.96%
$607K - $756K
13.5K $3.16M
May 15, 2023 Q1 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
4.82K
New
$584K - $728K
4.82K $1.13M
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
4.78K
+ 50.53%
$579K - $721K
14.2K $3.33M
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
4.7K
+ 1.29%
$570K - $710K
370K $86.5M
May 15, 2023 Q1 2023
Act Two Investors LLC

Santa Cruz, CA
BUY
 -
4.69K
+ 257.72%
$569K - $709K
6.51K $1.52M
Apr 27, 2023 Q1 2023
Columbus Macro, LLC

BUY
 -
4.69K
New
$568K - $708K
4.69K $1.1M

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