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
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.73KNew |
$210K - $262K
|
1.73K
$405K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.71K+ 7.21% |
$207K - $258K
|
25.4K
$5.93M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.69K+ 27.83% |
$205K - $255K
|
7.77K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.68KNew |
$204K - $254K
|
1.68K
$393K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.68K+ 25.97% |
$203K - $253K
|
8.13K
$1.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.67K+ 10.55% |
$203K - $253K
|
17.5K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.67K+ 21.16% |
$202K - $252K
|
9.54K
$2.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.65KNew |
$199K - $248K
|
1.65K
$385K
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.65KNew |
$199K - $248K
|
1.65K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.65K+ 95.47% |
$199K - $248K
|
3.37K
$788K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.62KNew |
$197K - $245K
|
1.62K
$380K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.62KNew |
$196K - $244K
|
1.62K
$379K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.62KNew |
$196K - $244K
|
1.62K
$378K
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.61K+ 65.82% |
$195K - $243K
|
4.05K
$948K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.6KNew |
$194K - $242K
|
1.6K
$375K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.6K+ 15.13% |
$194K - $242K
|
12.2K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.6KNew |
$194K - $242K
|
1.6K
$374K
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.59KNew |
$192K - $240K
|
1.59K
$371K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.59K+ 25.69% |
$192K - $239K
|
7.76K
$1.81M
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1.58KNew |
$192K - $239K
|
1.58K
$370K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.57KNew |
$190K - $237K
|
1.57K
$368K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.56KNew |
$189K - $235K
|
1.56K
$365K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
1.56K+ 5.0% |
$189K - $235K
|
32.7K
$7.66M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
BUY
|
- |
1.55KNew |
$188K - $234K
|
1.55K
$363K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.55KNew |
$188K - $234K
|
1.55K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.55K+ 0.27% |
$188K - $234K
|
569K
$133M
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.54KNew |
$187K - $233K
|
1.54K
$361K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.54KNew |
$186K - $232K
|
1.54K
$360K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.51K+ 29.82% |
$183K - $228K
|
6.58K
$1.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.51KNew |
$183K - $228K
|
1.51K
$353K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.5KNew |
$182K - $227K
|
1.5K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
1.5K+ 26.36% |
$182K - $227K
|
7.19K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.5KNew |
$182K - $226K
|
1.5K
$350K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.5KNew |
$181K - $226K
|
1.5K
$350K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
1.49K+ 8.03% |
$181K - $225K
|
20K
$4.69M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.49K+ 1.52% |
$180K - $225K
|
99.3K
$23.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.49K+ 2.51% |
$180K - $225K
|
60.8K
$14.2M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
BUY
|
- |
1.49KNew |
$180K - $224K
|
1.49K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.49KNew |
$180K - $224K
|
1.49K
$348K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
1.47KNew |
$179K - $223K
|
1.47K
$345K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.47KNew |
$179K - $223K
|
1.47K
$345K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.47KNew |
$179K - $223K
|
1.47K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.47K+ 25.15% |
$178K - $222K
|
7.31K
$1.71M
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.47KNew |
$178K - $222K
|
1.47K
$343K
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.47KNew |
$178K - $221K
|
1.47K
$343K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.47KNew |
$178K - $221K
|
1.47K
$343K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.46K+ 4.77% |
$177K - $220K
|
32K
$7.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.45KNew |
$176K - $219K
|
1.45K
$339K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
1.45K+ 5.35% |
$175K - $219K
|
28.5K
$6.66M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.44K+ 318.76% |
$175K - $218K
|
1.9K
$444K
|