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 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
210+ 1.71% |
$31.1K - $33.5K
|
12.5K
$2.58M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
208+ 2.49% |
$30.8K - $33.2K
|
8.55K
$1.76M
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
203New |
$30K - $32.4K
|
203
$41.9K
|
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
BUY
|
- |
200+ 9.16% |
$29.6K - $31.9K
|
2.38K
$492K
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
194+ 2.28% |
$28.7K - $31K
|
8.71K
$1.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
181+ 8.62% |
$26.8K - $28.9K
|
2.28K
$471K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
180+ 12.35% |
$26.6K - $28.7K
|
1.64K
$338K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
177+ 17.44% |
$26.2K - $28.3K
|
1.19K
$246K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
173+ 1.63% |
$25.6K - $27.6K
|
10.8K
$2.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
172+ 2.49% |
$25.4K - $27.5K
|
7.07K
$1.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
170+ 2.53% |
$25.1K - $27.1K
|
6.9K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
169+ 1.82% |
$25K - $27K
|
9.43K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
168+ 0.93% |
$24.8K - $26.8K
|
18.3K
$3.77M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
167+ 14.86% |
$24.7K - $26.7K
|
1.29K
$266K
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
165+ 4.35% |
$24.4K - $26.4K
|
3.96K
$817K
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
BUY
|
- |
165+ 11.27% |
$24.4K - $26.4K
|
1.63K
$336K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
165+ 77.83% |
$24.4K - $26.4K
|
377
$77.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
160+ 9.62% |
$23.7K - $25.6K
|
1.82K
$376K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
155+ 1.5% |
$22.9K - $24.8K
|
10.5K
$2.16M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
154+ 0.33% |
$22.8K - $24.6K
|
47.4K
$9.79M
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
150+ 0.27% |
$22.2K - $24K
|
56.6K
$11.7M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
150+ 4.1% |
$22.2K - $24K
|
3.81K
$787K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
147+ 0.51% |
$21.7K - $23.5K
|
28.8K
$5.94M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
141+ 1.92% |
$20.9K - $22.5K
|
7.47K
$1.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
137+ 0.27% |
$20.3K - $21.9K
|
50.6K
$10.4M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
135+ 1.68% |
$20K - $21.6K
|
8.16K
$1.68M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
134New |
$19.8K - $21.4K
|
134
$27.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
134+ 1.67% |
$19.8K - $21.4K
|
8.16K
$1.68M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
133+ 1.71% |
$19.7K - $21.2K
|
7.92K
$1.64M
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
BUY
|
- |
131+ 3.05% |
$19.4K - $20.9K
|
4.43K
$915K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
128+ 1.77% |
$18.9K - $20.4K
|
7.36K
$1.52M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
127+ 1.05% |
$18.8K - $20.3K
|
12.2K
$2.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
127+ 1.32% |
$18.8K - $20.3K
|
9.75K
$2.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
125+ 3.65% |
$18.5K - $20K
|
3.55K
$732K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
122+ 2.29% |
$18K - $19.5K
|
5.45K
$1.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
121+ 5.28% |
$17.9K - $19.3K
|
2.41K
$498K
|
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
119+ 1.03% |
$17.6K - $19K
|
11.7K
$2.41M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
115New |
$17K - $18.4K
|
115
$23.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
114+ 2.43% |
$16.9K - $18.2K
|
4.8K
$990K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
112+ 95.73% |
$16.6K - $17.9K
|
229
$47.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
109+ 1.0% |
$16.1K - $17.4K
|
11K
$2.27M
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
107+ 38.21% |
$15.8K - $17.1K
|
387
$79.9K
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
107+ 3.9% |
$15.8K - $17.1K
|
2.85K
$588K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
104+ 4.77% |
$15.4K - $16.6K
|
2.29K
$472K
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
103+ 6.8% |
$15.2K - $16.4K
|
1.62K
$334K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
103+ 0.94% |
$15.2K - $16.4K
|
11.1K
$2.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
103+ 3.07% |
$15.2K - $16.4K
|
3.46K
$713K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
103+ 3.07% |
$15.2K - $16.4K
|
3.46K
$713K
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
100+ 1.65% |
$14.8K - $16K
|
6.15K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
100+ 1.72% |
$14.8K - $16K
|
5.91K
$1.22M
|