Purchases and Sales Made in Q2 2022 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
168+ 0.84% |
$20.7K - $27.1K
|
20.1K
$4.69M
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
168+ 4.35% |
$20.7K - $27.1K
|
4.03K
$941K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
165+ 5.26% |
$20.4K - $26.6K
|
3.3K
$772K
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
165+ 0.29% |
$20.4K - $26.6K
|
57.2K
$13.4M
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
165New |
$20.4K - $26.6K
|
165
$38.5K
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
164+ 4.43% |
$20.3K - $26.5K
|
3.87K
$903K
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
161+ 0.75% |
$19.9K - $26K
|
21.7K
$5.08M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
158+ 39.7% |
$19.5K - $25.5K
|
556
$130K
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
148+ 2.78% |
$18.3K - $23.9K
|
5.47K
$1.28M
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
147+ 2.69% |
$18.2K - $23.7K
|
5.62K
$1.31M
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
145+ 6.33% |
$17.9K - $23.4K
|
2.44K
$569K
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
140+ 1.54% |
$17.3K - $22.6K
|
9.22K
$2.15M
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
131+ 7.2% |
$16.2K - $21.2K
|
1.95K
$456K
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
120+ 2.81% |
$14.8K - $19.4K
|
4.39K
$1.02M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
115New |
$14.2K - $18.6K
|
115
$26.9K
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
114+ 1.16% |
$14.1K - $18.4K
|
9.98K
$2.33M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
112+ 3.13% |
$13.8K - $18.1K
|
3.69K
$863K
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
100+ 2.6% |
$12.3K - $16.1K
|
3.95K
$923K
|
|
Aug 09, 2022
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
100+ 1.26% |
$12.3K - $16.1K
|
8.02K
$1.87M
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
100+ 2.31% |
$12.3K - $16.1K
|
4.43K
$1.03M
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 2.61% |
$12.3K - $16.1K
|
3.93K
$917K
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
91+ 1.44% |
$11.2K - $14.7K
|
6.42K
$1.5M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
88+ 39.82% |
$10.9K - $14.2K
|
309
$72.2K
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
87+ 4.24% |
$10.7K - $14K
|
2.14K
$499K
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
87+ 1.5% |
$10.7K - $14K
|
5.88K
$1.37M
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
85+ 1.26% |
$10.5K - $13.7K
|
6.81K
$1.59M
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
84+ 5.55% |
$10.4K - $13.6K
|
1.6K
$373K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
84+ 2.04% |
$10.4K - $13.6K
|
4.21K
$983K
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
84+ 2.71% |
$10.4K - $13.6K
|
3.18K
$742K
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
BUY
|
- |
83+ 2.56% |
$10.2K - $13.4K
|
3.32K
$775K
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
82+ 0.24% |
$10.1K - $13.2K
|
33.7K
$7.87M
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
78+ 1.64% |
$9.63K - $12.6K
|
4.84K
$1.13M
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
78+ 2.73% |
$9.63K - $12.6K
|
2.93K
$685K
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
77+ 2.08% |
$9.51K - $12.4K
|
3.78K
$882K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
76+ 4.64% |
$9.39K - $12.3K
|
1.72K
$401K
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
75+ 0.27% |
$9.26K - $12.1K
|
27.9K
$6.52M
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
71+ 4.32% |
$8.77K - $11.5K
|
1.71K
$400K
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
71New |
$8.77K - $11.5K
|
71
$16.6K
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
70+ 0.78% |
$8.64K - $11.3K
|
9.05K
$2.11M
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
69+ 0.2% |
$8.52K - $11.1K
|
35.3K
$8.24M
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
64+ 1.63% |
$7.9K - $10.3K
|
4K
$934K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
61+ 2.29% |
$7.53K - $9.85K
|
2.72K
$636K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
60+ 24.19% |
$7.41K - $9.69K
|
308
$71.9K
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
60+ 1.36% |
$7.41K - $9.69K
|
4.47K
$1.04M
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
60+ 1.23% |
$7.41K - $9.69K
|
4.95K
$1.16M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
57+ 3.5% |
$7.04K - $9.2K
|
1.68K
$393K
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
57+ 0.91% |
$7.04K - $9.2K
|
6.3K
$1.47M
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
52+ 0.56% |
$6.42K - $8.4K
|
9.41K
$2.2M
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
52+ 1.02% |
$6.42K - $8.4K
|
5.16K
$1.21M
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
50+ 16.13% |
$6.17K - $8.07K
|
360
$84.1K
|