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 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
14+ 0.24% |
$2.07K - $2.24K
|
5.8K
$1.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14+ 0.94% |
$2.07K - $2.24K
|
1.5K
$350K
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
10New |
$1.48K - $1.6K
|
10
$2.34K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.09% |
$1.48K - $1.6K
|
11.6K
$2.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
9+ 0.04% |
$1.33K - $1.44K
|
20.1K
$4.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7+ 0.7% |
$1.04K - $1.12K
|
1.01K
$235K
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
7+ 0.05% |
$1.04K - $1.12K
|
14.9K
$3.48M
|
|
|
Dec 01, 2021
Q3 2021
|
Braun Stacey Associates Inc
|
BUY
|
- |
6+ 0.42% |
$887 - $958
|
1.45K
$339K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.17% |
$887 - $958
|
3.52K
$823K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.16% |
$740 - $799
|
3.16K
$739K
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.1% |
$740 - $799
|
5.22K
$1.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.16% |
$740 - $799
|
3.13K
$731K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.16% |
$740 - $799
|
3.15K
$735K
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5+ 0.01% |
$740 - $799
|
52.2K
$12.2M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.14% |
$740 - $799
|
3.51K
$819K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5+ 0.13% |
$740 - $799
|
3.96K
$924K
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4+ 0.19% |
$592 - $639
|
2.07K
$484K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$592 - $639
|
1.99K
$466K
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
4+ 0.08% |
$592 - $639
|
4.91K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.12% |
$592 - $639
|
3.23K
$754K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4+ 0.07% |
$592 - $639
|
6.06K
$1.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
3+ 0.12% |
$444 - $479
|
2.46K
$575K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.04% |
$444 - $479
|
8.3K
$1.94M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
3+ 0.19% |
$444 - $479
|
1.62K
$379K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3+ 0.01% |
$444 - $479
|
44K
$10.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$444 - $479
|
11.3K
$2.64M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$444 - $479
|
4.22K
$986K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.12% |
$444 - $479
|
2.59K
$604K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2+ 0.08% |
$296 - $319
|
2.58K
$603K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.13% |
$296 - $319
|
1.49K
$349K
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2+ 0.13% |
$296 - $319
|
1.53K
$358K
|
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
2+ 7.41% |
$296 - $319
|
29
$6.77K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.04% |
$296 - $319
|
5.07K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
2+ 0.0% |
$296 - $319
|
57.5K
$13.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$148 - $160
|
1
$234
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$148 - $160
|
971
$227K
|
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$148 - $160
|
2.49K
$581K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.04% |
$148 - $160
|
2.33K
$545K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$148 - $160
|
2.29K
$536K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$148 - $160
|
2.39K
$558K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$148 - $160
|
3.33K
$777K
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
1+ 0.11% |
$148 - $160
|
879
$205K
|
|
|
Nov 15, 2021
Q3 2021
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$148 - $160
|
1.71K
$400K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$148 - $160
|
25.1K
$5.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.01% |
$148 - $160
|
8.49K
$1.98M
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$148 - $160
|
15.1K
$3.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$148 - $160
|
1
$234
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 0.27% |
$148 - $160
|
367
$85.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1- 0.01% |
$148 - $160
|
9.94K
$2.32M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.22% |
$740 - $799
|
2.27K
$531K
|