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 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.54K+ 9.6% |
$967K - $1.04M
|
74.7K
$15.4M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.47K+ 12.17% |
$956K - $1.03M
|
59.6K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.31K+ 372.87% |
$933K - $1.01M
|
8K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.3K+ 18.13% |
$932K - $1.01M
|
41.1K
$8.48M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.13K+ 22.83% |
$907K - $979K
|
33K
$6.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
6.12K+ 7.89% |
$906K - $978K
|
83.8K
$17.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.08K+ 46.17% |
$900K - $971K
|
19.3K
$3.97M
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.02K+ 12.75% |
$890K - $961K
|
53.2K
$11M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
5.99KNew |
$886K - $956K
|
5.99K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.98K+ 0.06% |
$885K - $955K
|
10.4M
$2.14B
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.91KNew |
$874K - $943K
|
5.91K
$1.22M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.73K+ 22.93% |
$847K - $915K
|
30.7K
$6.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.7K+ 20.32% |
$844K - $911K
|
33.8K
$6.97M
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
5.64K+ 1.1% |
$834K - $901K
|
518K
$107M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.6K+ 10.65% |
$828K - $894K
|
58.2K
$12M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.52K+ 5.03% |
$816K - $882K
|
115K
$23.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5.32KNew |
$787K - $850K
|
5.32K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.03K+ 3.45% |
$744K - $803K
|
151K
$31.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.83KNew |
$714K - $771K
|
4.83K
$997K
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.82K+ 37.24% |
$714K - $770K
|
17.8K
$3.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.54K+ 5.18% |
$672K - $726K
|
92.3K
$19.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.48K+ 3.97% |
$662K - $715K
|
117K
$24.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.46K+ 13.74% |
$659K - $711K
|
36.9K
$7.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.39K+ 2.49% |
$649K - $700K
|
180K
$37.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.33KNew |
$641K - $692K
|
4.33K
$894K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
4.25K+ 15.36% |
$628K - $678K
|
31.9K
$6.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.22KNew |
$623K - $673K
|
4.22K
$870K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
4.19KNew |
$620K - $669K
|
4.19K
$865K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
4.17K+ 6.73% |
$616K - $666K
|
66.1K
$13.6M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.16K+ 7.43% |
$615K - $664K
|
60.2K
$12.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
4.14K+ 3.91% |
$612K - $661K
|
110K
$22.7M
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.07KNew |
$602K - $650K
|
4.07K
$840K
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$598K - $646K
|
4.04K
$835K
|
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
4K+ 7.53% |
$591K - $638K
|
57.1K
$11.8M
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.95K+ 15.25% |
$584K - $631K
|
29.9K
$6.16M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
3.94K+ 570.33% |
$583K - $629K
|
4.63K
$956K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3.92K+ 11.97% |
$580K - $627K
|
36.7K
$7.57M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.77K+ 5.13% |
$557K - $601K
|
77.2K
$15.9M
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
3.65K+ 13.2% |
$539K - $582K
|
31.3K
$6.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3.6KNew |
$532K - $575K
|
3.6K
$743K
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.57K+ 8.48% |
$527K - $569K
|
45.6K
$9.41M
|
|
|
Nov 18, 2021
Q3 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.45KNew |
$511K - $552K
|
3.45K
$713K
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.35K+ 12.41% |
$496K - $536K
|
30.4K
$6.27M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.35K+ 100.72% |
$495K - $535K
|
6.67K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.3K+ 3.39% |
$487K - $526K
|
100K
$20.7M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
3.26K+ 4.21% |
$482K - $520K
|
80.6K
$16.6M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
3.25K+ 4.31% |
$481K - $519K
|
78.7K
$16.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.24K+ 9.39% |
$479K - $517K
|
37.7K
$7.78M
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3.11K+ 4.38% |
$459K - $496K
|
74K
$15.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
3.07K+ 146.05% |
$454K - $490K
|
5.17K
$1.07M
|