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 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
100+ 6.88% |
$14.8K - $16K
|
1.55K
$321K
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
96+ 1.32% |
$14.2K - $15.3K
|
7.37K
$1.52M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
93+ 6.66% |
$13.8K - $14.9K
|
1.49K
$308K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
90+ 1.08% |
$13.3K - $14.4K
|
8.4K
$1.73M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
88+ 0.6% |
$13K - $14.1K
|
14.7K
$3.04M
|
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
84+ 0.08% |
$12.4K - $13.4K
|
102K
$20.9M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
84+ 1.95% |
$12.4K - $13.4K
|
4.39K
$907K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
83+ 17.15% |
$12.3K - $13.3K
|
567
$117K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
83+ 0.82% |
$12.3K - $13.3K
|
10.2K
$2.11M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
82+ 5.75% |
$12.1K - $13.1K
|
1.51K
$311K
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
80+ 4.42% |
$11.8K - $12.8K
|
1.89K
$390K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
75+ 0.4% |
$11.1K - $12K
|
18.9K
$3.89M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
74+ 5.43% |
$10.9K - $11.8K
|
1.44K
$297K
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
73+ 1.15% |
$10.8K - $11.7K
|
6.4K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
71+ 2.37% |
$10.5K - $11.3K
|
3.07K
$634K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
70+ 1.63% |
$10.4K - $11.2K
|
4.37K
$902K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
70+ 0.2% |
$10.4K - $11.2K
|
35.9K
$7.41M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
64+ 1.88% |
$9.47K - $10.2K
|
3.47K
$715K
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
63+ 0.1% |
$9.32K - $10.1K
|
65.2K
$13.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
62+ 4.26% |
$9.17K - $9.9K
|
1.52K
$313K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
58+ 1.98% |
$8.58K - $9.26K
|
2.99K
$618K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
58+ 1.14% |
$8.58K - $9.26K
|
5.16K
$1.07M
|
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
55+ 0.74% |
$8.14K - $8.78K
|
7.51K
$1.55M
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50+ 108.7% |
$7.4K - $7.98K
|
96
$19.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
50+ 0.07% |
$7.4K - $7.98K
|
67.5K
$13.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
50+ 0.74% |
$7.4K - $7.98K
|
6.82K
$1.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
49+ 39.2% |
$7.25K - $7.83K
|
174
$35.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
47+ 16.04% |
$6.95K - $7.51K
|
340
$70.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
43+ 1.48% |
$6.36K - $6.87K
|
2.95K
$609K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
42+ 2.64% |
$6.21K - $6.71K
|
1.64K
$337K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
42+ 0.45% |
$6.21K - $6.71K
|
9.37K
$1.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
39+ 1.09% |
$5.77K - $6.23K
|
3.61K
$746K
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
38+ 1.3% |
$5.62K - $6.07K
|
2.96K
$611K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
36+ 1.02% |
$5.32K - $5.75K
|
3.58K
$738K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36+ 3.82% |
$5.32K - $5.75K
|
978
$202K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
36+ 1.71% |
$5.32K - $5.75K
|
2.14K
$442K
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
35+ 0.67% |
$5.18K - $5.59K
|
5.24K
$1.08M
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
31+ 1.89% |
$4.59K - $4.95K
|
1.67K
$345K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30New |
$4.44K - $4.79K
|
30
$6.19K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
28+ 0.03% |
$4.14K - $4.47K
|
110K
$22.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26+ 2.44% |
$3.85K - $4.15K
|
1.09K
$225K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
26+ 2.16% |
$3.85K - $4.15K
|
1.23K
$254K
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
25+ 0.41% |
$3.7K - $3.99K
|
6.08K
$1.25M
|
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
25+ 0.31% |
$3.7K - $3.99K
|
8.01K
$1.65M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
23+ 0.06% |
$3.4K - $3.67K
|
35.9K
$7.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
21+ 0.28% |
$3.11K - $3.35K
|
7.65K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
21+ 0.1% |
$3.11K - $3.35K
|
21.7K
$4.49M
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
21+ 0.63% |
$3.11K - $3.35K
|
3.35K
$691K
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
20+ 0.21% |
$2.96K - $3.19K
|
9.37K
$1.93M
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
20+ 1.13% |
$2.96K - $3.19K
|
1.79K
$369K
|