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 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
4.56KNew |
$553K - $689K
|
4.56K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.53KNew |
$549K - $684K
|
4.53K
$1.06M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.5K+ 6.84% |
$545K - $679K
|
70.3K
$16.4M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.49KNew |
$544K - $678K
|
4.49K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
4.45K+ 20.35% |
$539K - $672K
|
26.3K
$6.16M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.42K+ 15.99% |
$536K - $668K
|
32.1K
$7.51M
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
4.37KNew |
$529K - $659K
|
4.37K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.33K+ 67.98% |
$524K - $653K
|
10.7K
$2.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4.27K+ 2.64% |
$517K - $645K
|
166K
$38.9M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
4.23K+ 6.21% |
$512K - $638K
|
72.3K
$16.9M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.22K+ 8.9% |
$511K - $637K
|
51.6K
$12.1M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.2K+ 20.88% |
$509K - $634K
|
24.3K
$5.69M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.2K+ 82.61% |
$508K - $634K
|
9.28K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
4.1KNew |
$497K - $619K
|
4.1K
$959K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.03K+ 16.92% |
$488K - $608K
|
27.8K
$6.51M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3.96K+ 114.63% |
$480K - $598K
|
7.41K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.9KNew |
$472K - $588K
|
3.9K
$911K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.85KNew |
$466K - $581K
|
3.85K
$901K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
3.65K+ 62.86% |
$443K - $551K
|
9.46K
$2.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.61KNew |
$438K - $546K
|
3.61K
$845K
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.6KNew |
$436K - $544K
|
3.6K
$842K
|
|
|
May 15, 2023
Q1 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
3.59KNew |
$435K - $542K
|
3.59K
$840K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
3.53K+ 68.13% |
$428K - $533K
|
8.71K
$2.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.52K+ 34.49% |
$426K - $531K
|
13.7K
$3.21M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.46K+ 33.01% |
$419K - $522K
|
13.9K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.41KNew |
$413K - $515K
|
3.41K
$798K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
3.32K+ 23.54% |
$403K - $502K
|
17.4K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.32K+ 2.17% |
$402K - $501K
|
156K
$36.5M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
3.31KNew |
$402K - $500K
|
3.31K
$775K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.23K+ 3.69% |
$391K - $487K
|
90.6K
$21.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.22K+ 64.38% |
$391K - $487K
|
8.23K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.18K+ 15.3% |
$385K - $480K
|
23.9K
$5.6M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.14K+ 38.25% |
$380K - $474K
|
11.3K
$2.65M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.13K+ 251.53% |
$379K - $473K
|
4.37K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.1K+ 37.88% |
$375K - $468K
|
11.3K
$2.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.09K+ 6.28% |
$375K - $467K
|
52.3K
$12.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.08K+ 8.13% |
$374K - $466K
|
41K
$9.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 15.11% |
$373K - $465K
|
23.5K
$5.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.08K+ 33.71% |
$373K - $465K
|
12.2K
$2.86M
|
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.07KNew |
$372K - $463K
|
3.07K
$718K
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.05KNew |
$369K - $460K
|
3.05K
$713K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.04K+ 4.45% |
$368K - $458K
|
71.3K
$16.7M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3K+ 9.58% |
$363K - $452K
|
34.3K
$8.02M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.89KNew |
$350K - $436K
|
2.89K
$676K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.87K+ 27.43% |
$348K - $434K
|
13.4K
$3.12M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.83K+ 9.6% |
$343K - $427K
|
32.3K
$7.56M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.83KNew |
$342K - $427K
|
2.83K
$661K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.81K+ 1.83% |
$341K - $425K
|
156K
$36.5M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.78K+ 24.28% |
$337K - $420K
|
14.2K
$3.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.76KNew |
$334K - $417K
|
2.76K
$646K
|