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 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
50+ 1.46% |
$6.17K - $8.07K
|
3.47K
$811K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
50+ 1.76% |
$6.17K - $8.07K
|
2.89K
$674K
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
50+ 0.37% |
$6.17K - $8.07K
|
13.4K
$3.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
50+ 50.0% |
$6.17K - $8.07K
|
150
$35K
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
50+ 1.79% |
$6.17K - $8.07K
|
2.84K
$664K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
49+ 0.2% |
$6.05K - $7.91K
|
24.5K
$5.73M
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
49+ 5.29% |
$6.05K - $7.91K
|
975
$228K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
48+ 0.56% |
$5.93K - $7.75K
|
8.68K
$2.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
47New |
$5.8K - $7.59K
|
47
$11K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
47+ 0.54% |
$5.8K - $7.59K
|
8.68K
$2.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
46+ 0.64% |
$5.68K - $7.43K
|
7.25K
$1.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
46+ 0.11% |
$5.68K - $7.43K
|
43.1K
$10.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
43+ 1.37% |
$5.31K - $6.94K
|
3.18K
$743K
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
40+ 0.49% |
$4.94K - $6.46K
|
8.27K
$1.93M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
40+ 0.59% |
$4.94K - $6.46K
|
6.85K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
40+ 0.69% |
$4.94K - $6.46K
|
5.82K
$1.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
39+ 0.65% |
$4.82K - $6.3K
|
6.05K
$1.41M
|
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
BUY
|
- |
38+ 1.49% |
$4.69K - $6.14K
|
2.59K
$605K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
34+ 10.4% |
$4.2K - $5.49K
|
361
$84.3K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
32+ 0.9% |
$3.95K - $5.17K
|
3.6K
$842K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
30+ 34.88% |
$3.7K - $4.84K
|
116
$27.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
29+ 0.24% |
$3.58K - $4.68K
|
12.1K
$2.83M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
27+ 1.57% |
$3.33K - $4.36K
|
1.75K
$408K
|
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
27+ 0.9% |
$3.33K - $4.36K
|
3.04K
$711K
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.69% |
$3.33K - $4.36K
|
3.93K
$917K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
25+ 131.58% |
$3.09K - $4.04K
|
44
$10.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
25+ 1.27% |
$3.09K - $4.04K
|
1.99K
$465K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24+ 1.59% |
$2.96K - $3.88K
|
1.54K
$359K
|
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
23+ 0.18% |
$2.84K - $3.71K
|
12.8K
$2.99M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
22+ 0.07% |
$2.72K - $3.55K
|
29.9K
$7M
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20+ 3.29% |
$2.47K - $3.23K
|
628
$147K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
18+ 0.71% |
$2.22K - $2.91K
|
2.54K
$592K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
17+ 0.19% |
$2.1K - $2.74K
|
9.19K
$2.15M
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
16+ 0.98% |
$1.98K - $2.58K
|
1.65K
$386K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
16+ 0.01% |
$1.98K - $2.58K
|
208K
$48.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
14+ 0.23% |
$1.73K - $2.26K
|
6.06K
$1.41M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14New |
$1.73K - $2.26K
|
14
$3.27K
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
13+ 0.06% |
$1.61K - $2.1K
|
20.4K
$4.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
12+ 2.93% |
$1.48K - $1.94K
|
422
$98.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
10+ 0.36% |
$1.23K - $1.61K
|
2.8K
$655K
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
10+ 0.57% |
$1.23K - $1.61K
|
1.76K
$412K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
9+ 0.25% |
$1.11K - $1.45K
|
3.6K
$840K
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
9+ 0.1% |
$1.11K - $1.45K
|
9.38K
$2.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
8+ 0.23% |
$988 - $1.29K
|
3.47K
$811K
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
8+ 0.24% |
$988 - $1.29K
|
3.36K
$785K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.27% |
$988 - $1.29K
|
3.01K
$702K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8+ 0.25% |
$988 - $1.29K
|
3.15K
$736K
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
7New |
$864 - $1.13K
|
7
$1.64K
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
BUY
|
- |
7+ 0.22% |
$864 - $1.13K
|
3.13K
$731K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.25% |
$864 - $1.13K
|
2.77K
$648K
|