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 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-837- 43.44% |
$124K - $134K
|
1.09K
$252K
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-841- 13.02% |
$124K - $134K
|
5.62K
$1.3M
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-842- 3.79% |
$125K - $134K
|
21.4K
$4.94M
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-843- 15.31% |
$125K - $135K
|
4.66K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-845- 2.93% |
$125K - $135K
|
28K
$6.47M
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-858- 30.45% |
$127K - $137K
|
1.96K
$454K
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-882- 17.28% |
$130K - $141K
|
4.22K
$977K
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-885- 60.62% |
$131K - $141K
|
575
$133K
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-892- 1.41% |
$132K - $142K
|
62.4K
$14.4M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-894- 17.84% |
$132K - $143K
|
4.12K
$953K
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-894- 17.84% |
$132K - $143K
|
4.12K
$953K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-905- 2.8% |
$134K - $145K
|
31.4K
$7.27M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-925- 1.51% |
$137K - $148K
|
60.4K
$14M
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-927Closed |
$137K - $148K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-951- 2.25% |
$141K - $152K
|
41.3K
$9.57M
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-955- 4.76% |
$141K - $153K
|
19.1K
$4.42M
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-963- 3.63% |
$142K - $154K
|
25.5K
$5.91M
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-976- 7.2% |
$144K - $156K
|
12.6K
$2.91M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-978- 2.11% |
$145K - $156K
|
45.5K
$10.5M
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-992- 2.75% |
$147K - $158K
|
35.1K
$8.13M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-998- 30.83% |
$148K - $159K
|
2.24K
$519K
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.01K- 11.96% |
$150K - $162K
|
7.47K
$1.73M
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-1.02KClosed |
$150K - $162K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-1.04K- 7.21% |
$153K - $165K
|
13.3K
$3.09M
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-1.05K- 23.17% |
$156K - $168K
|
3.5K
$809K
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.06K- 13.33% |
$157K - $169K
|
6.9K
$1.6M
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.06K- 0.31% |
$157K - $170K
|
343K
$79.5M
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.08K- 2.5% |
$159K - $172K
|
42K
$9.74M
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.11K- 1.27% |
$164K - $177K
|
86.1K
$19.9M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.12K- 3.44% |
$166K - $179K
|
31.5K
$7.3M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.14K- 1.33% |
$168K - $181K
|
84.3K
$19.5M
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.15K- 21.3% |
$170K - $184K
|
4.25K
$984K
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.2K- 5.75% |
$177K - $191K
|
19.6K
$4.54M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.2K- 10.81% |
$177K - $192K
|
9.9K
$2.29M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.22K- 36.39% |
$180K - $194K
|
2.13K
$492K
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-1.23K- 25.09% |
$182K - $196K
|
3.67K
$851K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.26K- 2.72% |
$186K - $201K
|
44.9K
$10.4M
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.26K- 1.04% |
$187K - $201K
|
120K
$27.8M
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.27K- 4.36% |
$188K - $203K
|
27.9K
$6.46M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1.3K- 2.84% |
$192K - $207K
|
44.4K
$10.3M
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.3K- 5.93% |
$192K - $207K
|
20.6K
$4.77M
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-1.3K- 3.59% |
$192K - $208K
|
34.9K
$8.08M
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-1.3K- 4.32% |
$193K - $208K
|
28.8K
$6.68M
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.34KClosed |
$198K - $214K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.35K- 16.09% |
$199K - $215K
|
7.02K
$1.63M
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-1.35KClosed |
$200K - $216K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.36KClosed |
$201K - $217K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.37K- 44.27% |
$202K - $218K
|
1.72K
$399K
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.37KClosed |
$203K - $219K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.38K- 1.3% |
$203K - $220K
|
104K
$24.2M
|