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 |
---|---|---|---|---|---|---|---|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.38K- 7.28% |
$204K - $220K
|
17.6K
$4.1M
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.38K- 6.32% |
$204K - $220K
|
20.5K
$4.78M
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.42KClosed |
$210K - $226K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1.42KClosed |
$210K - $227K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-1.43KClosed |
$211K - $228K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.43KClosed |
$212K - $229K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.47K- 68.53% |
$218K - $235K
|
677
$158K
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 10.43% |
$219K - $237K
|
12.7K
$2.97M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.48K- 3.44% |
$219K - $237K
|
41.6K
$9.72M
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
SELL
|
- |
-1.5KClosed |
$222K - $239K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Providence First Trust CO
|
SELL
|
- |
-1.5K- 3.18% |
$222K - $240K
|
45.8K
$10.7M
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.55K- 14.98% |
$229K - $247K
|
8.78K
$2.05M
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.57K- 54.12% |
$232K - $251K
|
1.33K
$311K
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.61KClosed |
$239K - $258K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.62K- 16.78% |
$239K - $258K
|
8.02K
$1.87M
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.63KClosed |
$240K - $260K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.63KClosed |
$240K - $260K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.63K- 1.16% |
$241K - $260K
|
138K
$32.3M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.64K- 13.62% |
$243K - $263K
|
10.4K
$2.44M
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 20.03% |
$244K - $263K
|
6.58K
$1.54M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.65KClosed |
$244K - $264K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
SELL
|
- |
-1.67K- 10.58% |
$246K - $266K
|
14.1K
$3.29M
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-1.67K- 6.22% |
$246K - $266K
|
25.1K
$5.87M
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.67K- 22.88% |
$247K - $267K
|
5.63K
$1.32M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.68K- 3.11% |
$249K - $268K
|
52.4K
$12.2M
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.68K- 1.67% |
$249K - $269K
|
99.2K
$23.2M
|
|
Nov 15, 2021
Q3 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-1.69K- 1.15% |
$250K - $270K
|
145K
$34M
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.69KClosed |
$250K - $270K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.7K- 12.72% |
$251K - $271K
|
11.7K
$2.72M
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.76KClosed |
$260K - $281K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.78K- 3.82% |
$263K - $283K
|
44.7K
$10.4M
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.81K- 15.07% |
$267K - $288K
|
10.2K
$2.38M
|
|
Oct 13, 2021
Q3 2021
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.81K- 5.64% |
$268K - $290K
|
30.4K
$7.09M
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.83K- 22.12% |
$271K - $292K
|
6.45K
$1.51M
|
|
Nov 05, 2021
Q3 2021
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.86K- 1.44% |
$274K - $296K
|
127K
$29.6M
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.86K- 6.51% |
$275K - $297K
|
26.7K
$6.24M
|
|
Nov 15, 2021
Q3 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.9K- 20.13% |
$281K - $303K
|
7.53K
$1.76M
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-1.93KClosed |
$285K - $308K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.95KClosed |
$288K - $311K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.95K- 4.62% |
$289K - $312K
|
40.3K
$9.41M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2K- 28.4% |
$295K - $319K
|
5.04K
$1.18M
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-2KClosed |
$296K - $319K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.01K- 85.06% |
$297K - $321K
|
353
$82.5K
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.01K- 36.66% |
$297K - $321K
|
3.47K
$812K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.1K- 25.96% |
$311K - $335K
|
5.99K
$1.4M
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.11K- 20.49% |
$313K - $338K
|
8.2K
$1.92M
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.12K- 3.97% |
$313K - $338K
|
51.2K
$12M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.12K- 1.77% |
$313K - $338K
|
117K
$27.4M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 6.31% |
$313K - $338K
|
31.4K
$7.34M
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
SELL
|
- |
-2.13K- 10.91% |
$316K - $341K
|
17.4K
$4.07M
|