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
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-53- 0.89% |
$7.84K - $8.46K
|
5.93K
$1.39M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-54- 0.22% |
$7.99K - $8.62K
|
24.6K
$5.73M
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-56- 1.47% |
$8.28K - $8.94K
|
3.74K
$874K
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-58- 1.37% |
$8.58K - $9.26K
|
4.18K
$977K
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-59- 1.25% |
$8.73K - $9.42K
|
4.66K
$1.09M
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-62- 1.29% |
$9.17K - $9.9K
|
4.74K
$1.11M
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-63- 2.17% |
$9.32K - $10.1K
|
2.84K
$662K
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
SELL
|
- |
-63- 0.21% |
$9.32K - $10.1K
|
29.6K
$6.91M
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
SELL
|
- |
-65- 0.05% |
$9.61K - $10.4K
|
121K
$28.3M
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-65- 1.51% |
$9.61K - $10.4K
|
4.25K
$993K
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-65- 1.73% |
$9.61K - $10.4K
|
3.7K
$863K
|
|
Nov 04, 2021
Q3 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-66- 1.06% |
$9.76K - $10.5K
|
6.17K
$1.44M
|
|
Oct 15, 2021
Q3 2021
|
Lathrop Investment Management Corp
|
SELL
|
- |
-66- 4.58% |
$9.76K - $10.5K
|
1.38K
$321K
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-71- 0.47% |
$10.5K - $11.3K
|
15K
$3.5M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-71- 0.29% |
$10.5K - $11.3K
|
24.4K
$5.7M
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-71- 2.18% |
$10.5K - $11.3K
|
3.19K
$744K
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-72- 2.78% |
$10.6K - $11.5K
|
2.52K
$588K
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-73- 0.53% |
$10.8K - $11.7K
|
13.7K
$3.21M
|
|
Mar 09, 2022
Q3 2021
|
Jvl Associates LLC
|
SELL
|
- |
-75- 0.86% |
$11.1K - $12K
|
8.6K
$2.01M
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
SELL
|
- |
-75- 4.53% |
$11.1K - $12K
|
1.58K
$369K
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-76- 2.28% |
$11.2K - $12.1K
|
3.26K
$762K
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-79- 0.64% |
$11.7K - $12.6K
|
12.3K
$2.88M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-82- 0.19% |
$12.1K - $13.1K
|
44.1K
$10.3M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-85- 2.86% |
$12.6K - $13.6K
|
2.89K
$674K
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-85Closed |
$12.6K - $13.6K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-86- 3.16% |
$12.7K - $13.7K
|
2.63K
$615K
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-87- 3.57% |
$12.9K - $13.9K
|
2.35K
$550K
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-97- 1.1% |
$14.3K - $15.5K
|
8.75K
$2.04M
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-98- 1.31% |
$14.5K - $15.7K
|
7.4K
$1.73M
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 0.36% |
$14.8K - $16K
|
27.6K
$6.45M
|
|
Oct 13, 2021
Q3 2021
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-100- 4.76% |
$14.8K - $16K
|
2K
$467K
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 1.57% |
$14.8K - $16K
|
6.28K
$1.47M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-100- 1.19% |
$14.8K - $16K
|
8.3K
$1.94M
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-100- 1.94% |
$14.8K - $16K
|
5.06K
$1.18M
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-100- 1.4% |
$14.8K - $16K
|
7.05K
$1.65M
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100Closed |
$14.8K - $16K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-100- 3.88% |
$14.8K - $16K
|
2.48K
$578K
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-101- 0.88% |
$14.9K - $16.1K
|
11.3K
$2.65M
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-104- 4.59% |
$15.4K - $16.6K
|
2.16K
$505K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-105- 1.31% |
$15.5K - $16.8K
|
7.89K
$1.84M
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-106- 6.9% |
$15.7K - $16.9K
|
1.43K
$334K
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-108- 0.4% |
$16K - $17.2K
|
27.1K
$6.34M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-110- 1.55% |
$16.3K - $17.6K
|
6.97K
$1.63M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-115- 1.96% |
$17K - $18.4K
|
5.77K
$1.35M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-115- 2.64% |
$17K - $18.4K
|
4.23K
$989K
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-118- 3.07% |
$17.5K - $18.8K
|
3.73K
$871K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-120- 2.93% |
$17.7K - $19.2K
|
3.98K
$929K
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-120- 2.24% |
$17.7K - $19.2K
|
5.23K
$1.22M
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-123Closed |
$18.2K - $19.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-127- 3.55% |
$18.8K - $20.3K
|
3.45K
$806K
|