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 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
2.75K+ 1.41% |
$333K - $415K
|
198K
$46.4M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.74K+ 6.89% |
$332K - $413K
|
42.5K
$9.94M
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.73KNew |
$331K - $412K
|
2.73K
$639K
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.65KNew |
$321K - $400K
|
2.65K
$620K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.64KNew |
$320K - $399K
|
2.64K
$618K
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.63K+ 77.46% |
$319K - $397K
|
6.03K
$1.41M
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
2.56KNew |
$310K - $387K
|
2.56K
$599K
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.48K+ 6.55% |
$301K - $375K
|
40.4K
$9.46M
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.47K+ 18.62% |
$299K - $373K
|
15.7K
$3.68M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2.47KNew |
$299K - $373K
|
2.47K
$577K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.46K+ 264.94% |
$298K - $371K
|
3.38K
$791K
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.43K+ 6.03% |
$294K - $366K
|
42.7K
$9.98M
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.42K+ 1.32% |
$293K - $365K
|
185K
$43.3M
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.37KNew |
$287K - $358K
|
2.37K
$554K
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.35KNew |
$284K - $354K
|
2.35K
$549K
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
2.34K+ 3.33% |
$283K - $353K
|
72.6K
$17M
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 189.72% |
$277K - $346K
|
3.49K
$817K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.29K+ 2.56% |
$277K - $345K
|
91.8K
$21.5M
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.29K+ 25.14% |
$277K - $345K
|
11.4K
$2.66M
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.29K+ 38.47% |
$277K - $345K
|
8.23K
$1.93M
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.27K+ 1.57% |
$275K - $343K
|
147K
$34.5M
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.23K+ 93.04% |
$271K - $337K
|
4.64K
$1.08M
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.23KNew |
$270K - $336K
|
2.23K
$521K
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.22K+ 1.29% |
$269K - $335K
|
174K
$40.7M
|
|
Apr 11, 2023
Q1 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2.21KNew |
$268K - $334K
|
2.21K
$518K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.2K+ 100.78% |
$267K - $332K
|
4.38K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.18K+ 120.07% |
$265K - $330K
|
4K
$937K
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
2.16K+ 3.83% |
$262K - $327K
|
58.6K
$13.7M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.16K+ 0.39% |
$261K - $326K
|
552K
$129M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.14K+ 2.08% |
$259K - $323K
|
105K
$24.5M
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.07KNew |
$251K - $313K
|
2.07K
$485K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.06K+ 14.15% |
$250K - $311K
|
16.6K
$3.89M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.05KNew |
$248K - $309K
|
2.05K
$479K
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.04KNew |
$247K - $308K
|
2.04K
$478K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.01K+ 4.65% |
$244K - $304K
|
45.2K
$10.6M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2K+ 16.18% |
$243K - $302K
|
14.4K
$3.36M
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
2K+ 15.41% |
$242K - $302K
|
15K
$3.5M
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.97KNew |
$239K - $298K
|
1.97K
$462K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
1.96K+ 3.06% |
$237K - $295K
|
65.8K
$15.4M
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.95KNew |
$236K - $294K
|
1.95K
$456K
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.93KNew |
$233K - $291K
|
1.93K
$450K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.92K+ 37.1% |
$233K - $290K
|
7.11K
$1.66M
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.9K+ 11.64% |
$230K - $286K
|
18.2K
$4.25M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.89KNew |
$228K - $285K
|
1.89K
$441K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.87KNew |
$227K - $282K
|
1.87K
$438K
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.83KNew |
$222K - $276K
|
1.83K
$428K
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.83K+ 13.19% |
$222K - $276K
|
15.7K
$3.67M
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.82K+ 159.91% |
$220K - $274K
|
2.95K
$690K
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
1.76K+ 10.14% |
$213K - $266K
|
19.1K
$4.47M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.74K+ 30.31% |
$211K - $263K
|
7.48K
$1.75M
|