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 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.13K
New
$136K - $170K
1.13K $263K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
1.12K
+ 5.32%
$136K - $170K
22.2K $5.2M
May 01, 2023 Q1 2023
Tanglewood Wealth Management, Inc.

BUY
 -
1.1K
+ 34.44%
$133K - $166K
4.29K $1M
Apr 18, 2023 Q1 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
1.09K
+ 12.79%
$132K - $165K
9.63K $2.25M
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.09K
+ 15.38%
$132K - $164K
8.15K $1.91M
May 04, 2023 Q1 2023
Pictet North America Advisors Sa

BUY
 -
1.07K
+ 41.64%
$130K - $161K
3.64K $851K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1.05K
+ 563.98%
$127K - $158K
1.24K $289K
May 04, 2023 Q1 2023
Peddock Capital Advisors, LLC

BUY
 -
1.05K
+ 9.4%
$127K - $158K
12.2K $2.85M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.03K
+ 34.75%
$125K - $155K
3.99K $934K
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
1.02K
+ 32.06%
$124K - $155K
4.22K $987K
Nov 27, 2023 Q1 2023
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
1.01K
New
$122K - $152K
1.01K $236K
May 01, 2023 Q1 2023
Vigilant Capital Management, LLC

BUY
 -
1K
New
$121K - $151K
1K $234K
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
996
+ 343.45%
$121K - $150K
1.29K $301K
May 02, 2023 Q1 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
986
+ 46.69%
$119K - $149K
3.1K $725K
May 04, 2023 Q1 2023
Hardy Reed LLC

BUY
 -
970
+ 28.05%
$118K - $146K
4.43K $1.04M
May 11, 2023 Q1 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
962
+ 42.83%
$117K - $145K
3.21K $751K
May 10, 2023 Q1 2023
Redwood Financial Network Corp

BUY
 -
958
+ 5.94%
$116K - $145K
17.1K $4M
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
916
+ 21.81%
$111K - $138K
5.12K $1.2M
Apr 12, 2023 Q1 2023
Contravisory Investment Management, Inc.

BUY
 -
903
+ 83.3%
$109K - $136K
1.99K $465K
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
897
+ 2.23%
$109K - $135K
41.1K $9.62M
May 12, 2023 Q1 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
892
+ 15.97%
$108K - $135K
6.48K $1.52M
Apr 27, 2023 Q1 2023
Autumn Glory Partners, LLC

BUY
 -
887
+ 27.18%
$107K - $134K
4.15K $971K
May 03, 2023 Q1 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
883
+ 21.37%
$107K - $133K
5.02K $1.17M
May 11, 2023 Q1 2023
Mmbg Investment Advisors Co.

BUY
 -
880
+ 2.82%
$107K - $133K
32.1K $7.51M
May 12, 2023 Q1 2023
Schnieders Capital Management LLC

BUY
 -
875
+ 1.53%
$106K - $132K
58.2K $13.6M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
866
New
$105K - $131K
866 $203K
May 10, 2023 Q1 2023
Staley Capital Advisers Inc

BUY
 -
866
+ 3.94%
$105K - $131K
22.9K $5.35M
May 15, 2023 Q1 2023
Harris Associates L P

Chicago, IL
BUY
 -
862
New
$104K - $130K
862 $202K
May 05, 2023 Q1 2023
Papp L Roy & Associates

BUY
 -
824
+ 2.9%
$99.9K - $124K
29.2K $6.84M
May 05, 2023 Q1 2023
Hoyle Cohen, LLC

BUY
 -
824
+ 4.24%
$99.9K - $124K
20.2K $4.73M
May 04, 2023 Q1 2023
Cornerstone Advisory, LLC

BUY
 -
808
+ 7.68%
$97.9K - $122K
11.3K $2.65M
Apr 05, 2023 Q1 2023
Stillwater Investment Management, LLC

BUY
 -
805
+ 1.0%
$97.5K - $122K
81.7K $19.1M
Apr 20, 2023 Q1 2023
Wealthpoint, LLC

BUY
 -
803
+ 1.16%
$97.3K - $121K
69.9K $16.4M
Apr 12, 2023 Q1 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
802
+ 7.88%
$97.2K - $121K
11K $2.57M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
765
+ 0.75%
$92.7K - $116K
103K $24.1M
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
765
+ 16.66%
$92.7K - $116K
5.36K $1.25M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
759
+ 10.55%
$92K - $115K
7.96K $1.86M
Apr 13, 2023 Q1 2023
Allspring Global Investments Holdings, LLC

BUY
 -
740
+ 0.75%
$89.7K - $112K
99K $23.2M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
733
+ 1357.41%
$88.8K - $111K
787 $184K
May 16, 2023 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
729
+ 1.54%
$88.3K - $110K
48K $11.2M
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
724
New
$87.7K - $109K
724 $169K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
710
+ 12.16%
$86K - $107K
6.55K $1.53M
May 01, 2023 Q1 2023
Oldfather Financial Services, LLC

BUY
 -
700
+ 28.15%
$84.8K - $106K
3.19K $746K
May 02, 2023 Q1 2023
Endurance Wealth Management, Inc.

BUY
 -
690
+ 7.84%
$83.6K - $104K
9.5K $2.22M
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

BUY
 -
685
+ 14.28%
$83K - $103K
5.48K $1.28M
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
662
+ 75.4%
$80.2K - $100K
1.54K $360K
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

BUY
 -
661
+ 14.84%
$80.1K - $99.8K
5.12K $1.2M
May 10, 2023 Q1 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
661
+ 0.99%
$80.1K - $99.8K
67.3K $15.7M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
660
+ 27.62%
$80K - $99.7K
3.05K $714K

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