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 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.44KNew |
$174K - $217K
|
1.44K
$337K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.44KNew |
$174K - $217K
|
1.44K
$336K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.43KNew |
$173K - $216K
|
1.43K
$335K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.43K+ 43.66% |
$173K - $216K
|
4.7K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.43K+ 14.16% |
$173K - $215K
|
11.5K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.42KNew |
$172K - $215K
|
1.42K
$333K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
1.42KNew |
$172K - $214K
|
1.42K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.4KNew |
$170K - $212K
|
1.4K
$328K
|
|
|
May 02, 2023
Q1 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.4KNew |
$170K - $211K
|
1.4K
$328K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.4KNew |
$170K - $211K
|
1.4K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.4KNew |
$169K - $211K
|
1.4K
$327K
|
|
|
Apr 13, 2023
Q1 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.4KNew |
$169K - $211K
|
1.4K
$326K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.39KNew |
$169K - $210K
|
1.39K
$326K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 20.34% |
$168K - $209K
|
8.19K
$1.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
1.38KNew |
$167K - $208K
|
1.38K
$323K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.38K+ 13.9% |
$167K - $208K
|
11.3K
$2.64M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
1.38K+ 11.09% |
$167K - $208K
|
13.8K
$3.22M
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
1.37KNew |
$166K - $207K
|
1.37K
$321K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.37KNew |
$166K - $207K
|
1.37K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.36KNew |
$165K - $206K
|
1.36K
$319K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.35KNew |
$164K - $204K
|
1.35K
$317K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.35KNew |
$164K - $204K
|
1.35K
$316K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.35KNew |
$163K - $203K
|
1.35K
$315K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.34K+ 22.5% |
$162K - $202K
|
7.29K
$1.71M
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.33KNew |
$162K - $201K
|
1.33K
$312K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.33KNew |
$161K - $201K
|
1.33K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.33KNew |
$161K - $201K
|
1.33K
$311K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.33KNew |
$161K - $200K
|
1.33K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.33KNew |
$161K - $200K
|
1.33K
$310K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.32K+ 8.27% |
$160K - $200K
|
17.3K
$4.05M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.31K+ 10.78% |
$159K - $198K
|
13.5K
$3.16M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.29K+ 63.54% |
$156K - $195K
|
3.32K
$776K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.28K+ 127.5% |
$155K - $193K
|
2.28K
$532K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.28K+ 19.56% |
$155K - $193K
|
7.79K
$1.82M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.27K+ 25.38% |
$153K - $191K
|
6.26K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.25K+ 32.89% |
$151K - $189K
|
5.05K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.21K+ 40.92% |
$147K - $183K
|
4.17K
$975K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.21K+ 2.24% |
$146K - $182K
|
55.2K
$12.9M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.21K+ 1.05% |
$146K - $182K
|
116K
$27.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.2K+ 23.79% |
$146K - $182K
|
6.27K
$1.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.2K+ 2.53% |
$145K - $181K
|
48.4K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.2K+ 160.32% |
$145K - $181K
|
1.94K
$454K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.18K+ 47.47% |
$143K - $179K
|
3.68K
$861K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.17K+ 20.5% |
$142K - $177K
|
6.89K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.17K+ 13.01% |
$141K - $176K
|
10.1K
$2.37M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.16K+ 2.66% |
$141K - $175K
|
44.8K
$10.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.16K+ 9.06% |
$140K - $175K
|
13.9K
$3.26M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.16K+ 5.76% |
$140K - $175K
|
21.2K
$4.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.15K+ 908.73% |
$139K - $173K
|
1.27K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.13K+ 37.04% |
$136K - $170K
|
4.17K
$975K
|