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 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.01K+ 30.51% |
$445K - $481K
|
12.9K
$2.98M
|
|
Oct 04, 2021
Q3 2021
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.98K+ 130.81% |
$440K - $475K
|
5.25K
$1.21M
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.94KNew |
$435K - $469K
|
2.94K
$679K
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.93K+ 6.84% |
$434K - $468K
|
45.8K
$10.6M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
2.87K+ 4.89% |
$424K - $458K
|
61.5K
$14.2M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.78K+ 37.81% |
$411K - $444K
|
10.1K
$2.34M
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.78KNew |
$410K - $443K
|
2.78K
$641K
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
2.7K+ 29.47% |
$400K - $432K
|
11.9K
$2.74M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.7KNew |
$399K - $431K
|
2.7K
$624K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.7K+ 2.99% |
$399K - $431K
|
93K
$21.5M
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
2.69KNew |
$398K - $430K
|
2.69K
$622K
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$395K - $426K
|
2.67K
$617K
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.62K+ 1.21% |
$387K - $418K
|
218K
$50.4M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
2.61K+ 11.06% |
$385K - $416K
|
26.2K
$6.05M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.59K+ 3.24% |
$382K - $413K
|
82.3K
$19M
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.54K+ 34.44% |
$376K - $405K
|
9.91K
$2.29M
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.52K+ 104.14% |
$372K - $402K
|
4.94K
$1.14M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.46KNew |
$364K - $393K
|
2.46K
$569K
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 7.41% |
$364K - $393K
|
35.6K
$8.24M
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.4K+ 1.17% |
$355K - $383K
|
207K
$48M
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.38K+ 3.75% |
$352K - $380K
|
65.9K
$15.2M
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.36K+ 13.46% |
$349K - $377K
|
19.9K
$4.6M
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
BUY
|
- |
2.34KNew |
$345K - $373K
|
2.34K
$540K
|
|
Nov 15, 2021
Q3 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.32KNew |
$343K - $370K
|
2.32K
$536K
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.32K+ 2.24% |
$342K - $370K
|
106K
$24.4M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2.3K+ 16.65% |
$340K - $367K
|
16.1K
$3.73M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.24K+ 2.53% |
$331K - $358K
|
90.9K
$21M
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.21K+ 6.82% |
$327K - $353K
|
34.7K
$8.01M
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.2K+ 6.69% |
$325K - $351K
|
35K
$8.09M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.2K+ 3.04% |
$325K - $351K
|
74.5K
$17.2M
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.19KNew |
$324K - $350K
|
2.19K
$507K
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.17K+ 110.61% |
$321K - $346K
|
4.13K
$954K
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.15KNew |
$318K - $344K
|
2.15K
$497K
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
2.15K+ 4.44% |
$318K - $343K
|
50.6K
$11.7M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.14K+ 2.67% |
$317K - $342K
|
82.2K
$19M
|
|
Jan 12, 2024
Q3 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.12K+ 54.63% |
$314K - $339K
|
6K
$1.39M
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.08K+ 16.06% |
$308K - $332K
|
15K
$3.47M
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.06K+ 16.19% |
$304K - $328K
|
14.8K
$3.41M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.05K+ 107.57% |
$302K - $327K
|
3.95K
$912K
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.03K+ 25.0% |
$300K - $324K
|
10.2K
$2.35M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.02K+ 25.99% |
$299K - $322K
|
9.79K
$2.26M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.01K+ 569.41% |
$297K - $321K
|
2.36K
$546K
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2KNew |
$296K - $320K
|
2K
$463K
|
|
Oct 19, 2021
Q3 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
2K+ 2.25% |
$296K - $319K
|
91K
$21M
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.99K+ 5.21% |
$294K - $318K
|
40.2K
$9.29M
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.96K+ 115.67% |
$290K - $313K
|
3.66K
$846K
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.94KNew |
$287K - $310K
|
1.94K
$449K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.93K+ 31.53% |
$286K - $309K
|
8.06K
$1.86M
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
1.91K+ 34.49% |
$282K - $304K
|
7.43K
$1.72M
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
1.9K+ 123.97% |
$281K - $304K
|
3.44K
$795K
|