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 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-335- 58.77% |
$41.4K - $54.1K
|
235
$54.9K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-344- 2.74% |
$42.5K - $55.5K
|
12.2K
$2.85M
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-345Closed |
$42.6K - $55.7K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-347- 9.47% |
$42.9K - $56K
|
3.32K
$775K
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-350- 11.99% |
$43.2K - $56.5K
|
2.57K
$600K
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-358- 3.34% |
$44.2K - $57.8K
|
10.4K
$2.42M
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-370- 8.51% |
$45.7K - $59.7K
|
3.98K
$929K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-380- 7.48% |
$46.9K - $61.4K
|
4.7K
$1.1M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-381- 5.13% |
$47K - $61.5K
|
7.05K
$1.65M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-385- 17.09% |
$47.5K - $62.2K
|
1.87K
$436K
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-386- 19.47% |
$47.7K - $62.3K
|
1.6K
$373K
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-386- 19.91% |
$47.7K - $62.3K
|
1.55K
$363K
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-390- 7.57% |
$48.2K - $63K
|
4.76K
$1.11M
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-391- 15.09% |
$48.3K - $63.1K
|
2.2K
$514K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-391- 10.6% |
$48.3K - $63.1K
|
3.3K
$770K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-395- 2.06% |
$48.8K - $63.8K
|
18.7K
$4.38M
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-399- 10.49% |
$49.3K - $64.4K
|
3.41K
$795K
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-400- 9.18% |
$49.4K - $64.6K
|
3.96K
$925K
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-402- 14.5% |
$49.6K - $64.9K
|
2.37K
$554K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-407- 0.92% |
$50.3K - $65.7K
|
44.1K
$10.3M
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-407- 4.67% |
$50.3K - $65.7K
|
8.3K
$1.94M
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-414- 2.05% |
$51.1K - $66.8K
|
19.8K
$4.63M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-417- 5.63% |
$51.5K - $67.3K
|
6.99K
$1.63M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-419- 0.71% |
$51.7K - $67.7K
|
58.4K
$13.6M
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-425Closed |
$52.5K - $68.6K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-430- 2.73% |
$53.1K - $69.4K
|
15.3K
$3.59M
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-434- 5.62% |
$53.6K - $70.1K
|
7.28K
$1.7M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-436- 11.66% |
$53.8K - $70.4K
|
3.3K
$772K
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-436- 0.64% |
$53.8K - $70.4K
|
68.1K
$15.9M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-441- 1.56% |
$54.5K - $71.2K
|
27.8K
$6.49M
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-441- 10.09% |
$54.5K - $71.2K
|
3.93K
$918K
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-442- 1.3% |
$54.6K - $71.4K
|
33.6K
$7.86M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-444- 3.41% |
$54.8K - $71.7K
|
12.6K
$2.93M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-447- 9.32% |
$55.2K - $72.2K
|
4.35K
$1.02M
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-459- 3.09% |
$56.7K - $74.1K
|
14.4K
$3.37M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-461- 5.83% |
$56.9K - $74.4K
|
7.44K
$1.74M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-461- 5.83% |
$56.9K - $74.4K
|
7.44K
$1.74M
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-462- 1.34% |
$57.1K - $74.6K
|
34K
$7.94M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-477- 0.79% |
$58.9K - $77K
|
60.2K
$14.1M
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-479- 2.3% |
$59.2K - $77.3K
|
20.3K
$4.74M
|
|
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-480- 10.89% |
$59.3K - $77.5K
|
3.93K
$917K
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-481- 13.5% |
$59.4K - $77.7K
|
3.08K
$720K
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-484- 29.46% |
$59.8K - $78.2K
|
1.16K
$271K
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-491- 12.62% |
$60.6K - $79.3K
|
3.4K
$794K
|
|
Jul 29, 2022
Q2 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-492- 6.45% |
$60.8K - $79.4K
|
7.14K
$1.67M
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-494- 7.02% |
$61K - $79.8K
|
6.55K
$1.53M
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-499- 13.15% |
$61.6K - $80.6K
|
3.3K
$770K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500Closed |
$61.7K - $80.7K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-503- 26.83% |
$62.1K - $81.2K
|
1.37K
$320K
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-503- 26.83% |
$62.1K - $81.2K
|
1.37K
$320K
|