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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7+ 0.27% |
$864 - $1.13K
|
2.63K
$614K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.13% |
$864 - $1.13K
|
5.24K
$1.22M
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
6+ 0.31% |
$741 - $969
|
1.94K
$454K
|
|
|
Jul 12, 2022
Q2 2022
|
Sky Investment Group LLC
|
BUY
|
- |
5+ 0.22% |
$617 - $807
|
2.24K
$523K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$617 - $807
|
2.01K
$468K
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5+ 0.11% |
$617 - $807
|
4.4K
$1.03M
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
4+ 0.17% |
$494 - $646
|
2.34K
$547K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.17% |
$494 - $646
|
2.3K
$538K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.05% |
$370 - $484
|
6.24K
$1.46M
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.08% |
$370 - $484
|
3.58K
$837K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
3+ 0.03% |
$370 - $484
|
9.55K
$2.23M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.1% |
$370 - $484
|
3.16K
$738K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.02% |
$247 - $323
|
9.42K
$2.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.09% |
$247 - $323
|
2.16K
$504K
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 0.09% |
$247 - $323
|
2.3K
$537K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $161
|
4.28K
$1M
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $161
|
6.03K
$1.41M
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.03% |
$123 - $161
|
3.1K
$723K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$123 - $161
|
2.3K
$536K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $161
|
4.14K
$966K
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $161
|
6.58K
$1.54M
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.02% |
$123 - $161
|
5.79K
$1.35M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1+ 0.06% |
$123 - $161
|
1.79K
$419K
|
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$123 - $161
|
4.82K
$1.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$123 - $161
|
4.78K
$1.12M
|
|
|
Aug 05, 2022
Q2 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
1+ 3.45% |
$123 - $161
|
30
$7.01K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.14% |
$123 - $161
|
696
$163K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.03% |
$123 - $161
|
3.98K
$930K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.01% |
$123 - $161
|
8.22K
$1.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.05% |
$123 - $161
|
2.1K
$490K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.37% |
$123 - $161
|
268
$62.6K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.21% |
$123 - $161
|
469
$110K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Granger Management LLC
|
SELL
|
- |
-1- 0.05% |
$123 - $161
|
1.91K
$446K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.02% |
$123 - $161
|
5.65K
$1.32M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-3- 0.1% |
$370 - $484
|
2.86K
$668K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-3Closed |
$370 - $484
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3- 0.1% |
$370 - $484
|
2.91K
$679K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3- 0.08% |
$370 - $484
|
3.88K
$906K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4- 0.06% |
$494 - $646
|
6.36K
$1.48M
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-5- 0.19% |
$617 - $807
|
2.6K
$607K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-5Closed |
$617 - $807
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6- 0.02% |
$741 - $969
|
24.8K
$5.79M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7- 3.13% |
$864 - $1.13K
|
217
$50.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-8- 0.3% |
$988 - $1.29K
|
2.65K
$619K
|
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-8- 0.1% |
$988 - $1.29K
|
8.11K
$1.89M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9- 0.04% |
$1.11K - $1.45K
|
21.9K
$5.11M
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-9- 0.31% |
$1.11K - $1.45K
|
2.94K
$687K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 0.28% |
$1.23K - $1.61K
|
3.53K
$824K
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10- 0.52% |
$1.23K - $1.61K
|
1.9K
$444K
|