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 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.89K+ 14.45% |
$280K - $302K
|
15K
$3.2M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.89K+ 62.78% |
$279K - $302K
|
4.9K
$1.05M
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
1.87KNew |
$276K - $298K
|
1.87K
$399K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.86K+ 40.17% |
$275K - $297K
|
6.49K
$1.39M
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1.84K+ 9.79% |
$272K - $294K
|
20.6K
$4.4M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.84K+ 54.01% |
$272K - $294K
|
5.24K
$1.12M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.82KNew |
$269K - $291K
|
1.82K
$389K
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
1.77K+ 0.91% |
$262K - $283K
|
196K
$41.9M
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
1.75K+ 0.85% |
$259K - $280K
|
208K
$44.3M
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
1.74KNew |
$257K - $277K
|
1.74K
$370K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.73K+ 5.06% |
$256K - $277K
|
36K
$7.68M
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.73KNew |
$256K - $277K
|
1.73K
$370K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.73K+ 126.07% |
$256K - $276K
|
3.1K
$663K
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.73K+ 1.32% |
$256K - $276K
|
133K
$28.4M
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.72KNew |
$255K - $275K
|
1.72K
$368K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.7K+ 548.39% |
$251K - $271K
|
2.01K
$429K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.69KNew |
$250K - $270K
|
1.69K
$361K
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.67KNew |
$247K - $266K
|
1.67K
$356K
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.65KNew |
$244K - $263K
|
1.65K
$352K
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
1.63K+ 64.38% |
$241K - $261K
|
4.17K
$890K
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
1.62KNew |
$240K - $259K
|
1.62K
$346K
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.62KNew |
$240K - $259K
|
1.62K
$346K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.62K+ 2.79% |
$239K - $258K
|
59.5K
$12.7M
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.61KNew |
$239K - $258K
|
1.61K
$344K
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
1.6K+ 41.99% |
$237K - $256K
|
5.41K
$1.15M
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.6K+ 425.53% |
$237K - $256K
|
1.98K
$422K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.6K+ 22.57% |
$237K - $256K
|
8.69K
$1.86M
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.6K+ 45.88% |
$236K - $255K
|
5.08K
$1.08M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
1.57K+ 1.69% |
$233K - $251K
|
94.7K
$20.2M
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.56KNew |
$231K - $250K
|
1.56K
$334K
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.56K+ 31.51% |
$230K - $249K
|
6.5K
$1.39M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.54K+ 5.83% |
$228K - $246K
|
27.9K
$5.96M
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.54K+ 414.02% |
$227K - $245K
|
1.91K
$407K
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.52K+ 9.66% |
$224K - $242K
|
17.2K
$3.67M
|
|
Nov 12, 2021
Q3 2021
|
Biechele Royce Advisors
|
BUY
|
- |
1.5KNew |
$222K - $240K
|
1.5K
$321K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.45K+ 3.09% |
$214K - $232K
|
48.3K
$10.3M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
1.45K+ 17.56% |
$214K - $232K
|
9.71K
$2.07M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.45K+ 5.3% |
$214K - $231K
|
28.7K
$6.13M
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
BUY
|
- |
1.44KNew |
$213K - $230K
|
1.44K
$307K
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.43K+ 2.42% |
$211K - $228K
|
60.5K
$12.9M
|
|
Nov 15, 2021
Q3 2021
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.41KNew |
$209K - $226K
|
1.41K
$302K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1.41K+ 2.57% |
$209K - $225K
|
56.4K
$12M
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.36K+ 3.79% |
$202K - $218K
|
37.3K
$7.97M
|
|
Nov 15, 2021
Q3 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.36K+ 7.44% |
$201K - $217K
|
19.6K
$4.19M
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.36KNew |
$201K - $217K
|
1.36K
$290K
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.35KNew |
$200K - $216K
|
1.35K
$289K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.31K+ 13.92% |
$194K - $210K
|
10.7K
$2.29M
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.31K+ 18.94% |
$194K - $210K
|
8.24K
$1.76M
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.31KNew |
$193K - $209K
|
1.31K
$279K
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.3KNew |
$192K - $207K
|
1.3K
$277K
|