Purchases and Sales Made in Q3 2021 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
399+ 2.52% |
$59K - $63.7K
|
16.2K
$3.75M
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
396+ 2.28% |
$58.6K - $63.2K
|
17.8K
$4.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
392+ 1.9% |
$58K - $62.6K
|
21K
$4.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
385+ 10.54% |
$56.9K - $61.5K
|
4.04K
$933K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
372New |
$55K - $59.4K
|
372
$86K
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
350+ 10.78% |
$51.8K - $55.9K
|
3.6K
$831K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
348+ 11.01% |
$51.5K - $55.6K
|
3.51K
$811K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
346+ 0.04% |
$51.2K - $55.3K
|
777K
$180M
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
340+ 14.1% |
$50.3K - $54.3K
|
2.75K
$636K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
330New |
$48.8K - $52.7K
|
330
$76.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
330+ 0.93% |
$48.8K - $52.7K
|
35.7K
$8.26M
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
BUY
|
- |
326+ 1.05% |
$48.2K - $52.1K
|
31.3K
$7.23M
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
325+ 36.6% |
$48.1K - $51.9K
|
1.21K
$280K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
320+ 1.77% |
$47.3K - $51.1K
|
18.4K
$4.26M
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
319+ 35.05% |
$47.2K - $50.9K
|
1.23K
$284K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
316New |
$46.7K - $50.5K
|
316
$73K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
316+ 0.97% |
$46.7K - $50.5K
|
32.8K
$7.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
312+ 2.89% |
$46.1K - $49.8K
|
11.1K
$2.57M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
311+ 1.26% |
$46K - $49.7K
|
25K
$5.78M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
310+ 0.64% |
$45.9K - $49.5K
|
49.1K
$11.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
310+ 2.95% |
$45.9K - $49.5K
|
10.8K
$2.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
303New |
$44.8K - $48.4K
|
303
$70K
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
BUY
|
- |
301+ 6.34% |
$44.5K - $48.1K
|
5.05K
$1.17M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
300+ 3.46% |
$44.4K - $47.9K
|
8.96K
$2.07M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
300+ 4.78% |
$44.4K - $47.9K
|
6.58K
$1.52M
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
296+ 3.96% |
$43.8K - $47.3K
|
7.77K
$1.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
295+ 6.14% |
$43.6K - $47.1K
|
5.1K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
291+ 6.86% |
$43K - $46.5K
|
4.53K
$1.05M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
290+ 11.81% |
$42.9K - $46.3K
|
2.75K
$634K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
285New |
$42.2K - $45.5K
|
285
$65.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
283+ 9.19% |
$41.9K - $45.2K
|
3.36K
$777K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
276+ 0.49% |
$40.8K - $44.1K
|
56.4K
$13M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
266+ 1.65% |
$39.3K - $42.5K
|
16.4K
$3.78M
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
264+ 4.2% |
$39K - $42.2K
|
6.55K
$1.51M
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
264+ 2.18% |
$39K - $42.2K
|
12.4K
$2.86M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
259+ 1.58% |
$38.3K - $41.4K
|
16.7K
$3.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
258+ 8600.0% |
$38.2K - $41.2K
|
261
$60.3K
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
254+ 14.99% |
$37.6K - $40.6K
|
1.95K
$450K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
251+ 2.67% |
$37.1K - $40.1K
|
9.65K
$2.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
246+ 0.46% |
$36.4K - $39.3K
|
54.2K
$12.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
237+ 2.76% |
$35.1K - $37.8K
|
8.83K
$2.04M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
235+ 14.14% |
$34.8K - $37.5K
|
1.9K
$438K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
228+ 2.37% |
$33.7K - $36.4K
|
9.83K
$2.27M
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
227+ 2.06% |
$33.6K - $36.3K
|
11.3K
$2.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
221+ 1.63% |
$32.7K - $35.3K
|
13.8K
$3.18M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
218+ 99.09% |
$32.2K - $34.8K
|
438
$101K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
215+ 0.33% |
$31.8K - $34.3K
|
64.8K
$15M
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
212+ 6.7% |
$31.4K - $33.9K
|
3.37K
$780K
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
210+ 1.71% |
$31.1K - $33.5K
|
12.5K
$2.89M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
208+ 2.49% |
$30.8K - $33.2K
|
8.55K
$1.98M
|