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
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-368- 7.0% |
$54.4K - $58.8K
|
4.89K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-380- 11.02% |
$56.2K - $60.7K
|
3.07K
$710K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-385- 6.84% |
$56.9K - $61.5K
|
5.24K
$1.21M
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-388- 1.33% |
$57.4K - $62K
|
28.8K
$6.68M
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-399- 1.72% |
$59K - $63.7K
|
22.8K
$5.28M
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-400- 1.95% |
$59.2K - $63.9K
|
20.1K
$4.66M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-405- 20.51% |
$59.9K - $64.7K
|
1.57K
$364K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-415- 1.53% |
$61.4K - $66.3K
|
26.7K
$6.18M
|
|
Nov 05, 2021
Q3 2021
|
White Pine Investment CO
|
SELL
|
- |
-420- 18.78% |
$62.1K - $67.1K
|
1.82K
$421K
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
SELL
|
- |
-425- 44.27% |
$62.9K - $67.9K
|
535
$124K
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-450- 2.42% |
$66.6K - $71.9K
|
18.2K
$4.2M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-468- 1.37% |
$69.2K - $74.7K
|
33.7K
$7.81M
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-470- 14.95% |
$69.5K - $75.1K
|
2.67K
$619K
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-475- 2.83% |
$70.3K - $75.9K
|
16.3K
$3.78M
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-481- 8.88% |
$71.1K - $76.8K
|
4.94K
$1.14M
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-500Closed |
$74K - $79.9K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-500- 3.61% |
$74K - $79.9K
|
13.3K
$3.09M
|
|
Oct 25, 2021
Q3 2021
|
Harvey Capital Management Inc
|
SELL
|
- |
-500- 12.89% |
$74K - $79.9K
|
3.38K
$783K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-510- 0.67% |
$75.4K - $81.4K
|
76K
$17.6M
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-526- 2.25% |
$77.8K - $84K
|
22.9K
$5.3M
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-529- 4.6% |
$78.2K - $84.5K
|
11K
$2.54M
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-535- 11.09% |
$79.1K - $85.4K
|
4.29K
$994K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-554- 50.55% |
$81.9K - $88.5K
|
542
$126K
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-585- 0.36% |
$86.5K - $93.4K
|
164K
$37.9M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-589- 3.75% |
$87.1K - $94.1K
|
15.1K
$3.5M
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-589- 1.99% |
$87.1K - $94.1K
|
28.9K
$6.7M
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-593- 15.94% |
$87.7K - $94.7K
|
3.13K
$724K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-595- 44.77% |
$88K - $95K
|
734
$170K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-595- 2.29% |
$88K - $95K
|
25.4K
$5.87M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-599- 51.11% |
$88.6K - $95.7K
|
573
$133K
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-600- 25.88% |
$88.7K - $95.8K
|
1.72K
$398K
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-628- 2.17% |
$92.9K - $100K
|
28.3K
$6.55M
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-634- 1.45% |
$93.8K - $101K
|
43.1K
$9.98M
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-650- 2.61% |
$96.1K - $104K
|
24.3K
$5.63M
|
|
Nov 01, 2021
Q3 2021
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-654- 1.64% |
$96.7K - $104K
|
39.1K
$9.06M
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-657Closed |
$97.2K - $105K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-673- 11.17% |
$99.5K - $107K
|
5.35K
$1.24M
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-678Closed |
$100K - $108K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-700- 77.78% |
$104K - $112K
|
200
$46.3K
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
SELL
|
- |
-707- 26.91% |
$105K - $113K
|
1.92K
$445K
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-708- 1.95% |
$105K - $113K
|
35.6K
$8.25M
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-708- 39.66% |
$105K - $113K
|
1.08K
$249K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-715- 7.71% |
$106K - $114K
|
8.56K
$1.98M
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-726- 2.21% |
$107K - $116K
|
32.2K
$7.46M
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-734- 93.27% |
$109K - $117K
|
53
$12.3K
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-739- 48.11% |
$109K - $118K
|
797
$185K
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-755- 5.85% |
$112K - $121K
|
12.2K
$2.81M
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-782- 7.31% |
$116K - $125K
|
9.92K
$2.3M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-807- 0.38% |
$119K - $129K
|
210K
$48.7M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-837- 1.72% |
$124K - $134K
|
47.8K
$11.1M
|