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
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-127- 4.09% |
$18.8K - $20.3K
|
2.98K
$695K
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-128- 39.02% |
$18.9K - $20.4K
|
200
$46.7K
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-128- 2.85% |
$18.9K - $20.4K
|
4.36K
$1.02M
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-129- 6.06% |
$19.1K - $20.6K
|
2K
$467K
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
SELL
|
- |
-131- 6.1% |
$19.4K - $20.9K
|
2.02K
$471K
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-132- 2.41% |
$19.5K - $21.1K
|
5.35K
$1.25M
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
SELL
|
- |
-135- 3.38% |
$20K - $21.6K
|
3.85K
$900K
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-135- 6.09% |
$20K - $21.6K
|
2.08K
$486K
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-135- 10.58% |
$20K - $21.6K
|
1.14K
$267K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-137- 2.64% |
$20.3K - $21.9K
|
5.05K
$1.18M
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-138- 0.62% |
$20.4K - $22K
|
22.3K
$5.21M
|
|
Nov 12, 2021
Q3 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-140- 9.42% |
$20.7K - $22.4K
|
1.35K
$314K
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-147- 4.21% |
$21.7K - $23.5K
|
3.35K
$782K
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-148- 4.13% |
$21.9K - $23.6K
|
3.44K
$802K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-154- 17.25% |
$22.8K - $24.6K
|
739
$173K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-154- 3.43% |
$22.8K - $24.6K
|
4.34K
$1.01M
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-155- 7.4% |
$22.9K - $24.8K
|
1.94K
$453K
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-160- 0.47% |
$23.7K - $25.6K
|
34K
$7.94M
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-160- 5.93% |
$23.7K - $25.6K
|
2.54K
$593K
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-164- 2.81% |
$24.3K - $26.2K
|
5.67K
$1.32M
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-167- 0.57% |
$24.7K - $26.7K
|
29.3K
$6.85M
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-176Closed |
$26K - $28.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-176- 4.72% |
$26K - $28.1K
|
3.55K
$830K
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-176- 8.41% |
$26K - $28.1K
|
1.92K
$448K
|
|
Nov 12, 2021
Q3 2021
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-179- 0.58% |
$26.5K - $28.6K
|
30.6K
$7.15M
|
|
Oct 06, 2021
Q3 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-180- 2.26% |
$26.6K - $28.7K
|
7.79K
$1.82M
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-180- 6.3% |
$26.6K - $28.7K
|
2.68K
$626K
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-181- 0.96% |
$26.8K - $28.9K
|
18.7K
$4.36M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-187- 97.4% |
$27.7K - $29.9K
|
5
$1.17K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-187- 1.86% |
$27.7K - $29.9K
|
9.89K
$2.31M
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-190- 1.94% |
$28.1K - $30.3K
|
9.62K
$2.25M
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-192- 1.27% |
$28.4K - $30.7K
|
14.9K
$3.49M
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-192- 5.03% |
$28.4K - $30.7K
|
3.62K
$846K
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-193- 4.21% |
$28.5K - $30.8K
|
4.39K
$1.03M
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-193- 1.44% |
$28.5K - $30.8K
|
13.2K
$3.08M
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-196- 4.8% |
$29K - $31.3K
|
3.89K
$909K
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 0.75% |
$29.6K - $31.9K
|
26.3K
$6.15M
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-200- 2.69% |
$29.6K - $31.9K
|
7.23K
$1.69M
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-200- 3.21% |
$29.6K - $31.9K
|
6.03K
$1.41M
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-200- 4.44% |
$29.6K - $31.9K
|
4.3K
$1M
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-201- 0.42% |
$29.7K - $32.1K
|
47.7K
$11.1M
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-202- 1.19% |
$29.9K - $32.3K
|
16.8K
$3.92M
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-203- 0.72% |
$30K - $32.4K
|
27.8K
$6.5M
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-204- 3.04% |
$30.2K - $32.6K
|
6.5K
$1.52M
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-205Closed |
$30.3K - $32.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-205- 1.81% |
$30.3K - $32.7K
|
11.1K
$2.6M
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-206- 4.55% |
$30.5K - $32.9K
|
4.32K
$1.01M
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-206- 7.87% |
$30.5K - $32.9K
|
2.41K
$564K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-208- 48.71% |
$30.8K - $33.2K
|
219
$51.2K
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-208- 0.91% |
$30.8K - $33.2K
|
22.8K
$5.32M
|