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 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.29K+ 198.92% |
$191K - $206K
|
1.94K
$449K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$191K - $206K
|
1.29K
$298K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.22K+ 5.49% |
$180K - $195K
|
23.4K
$5.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.21K+ 31.45% |
$179K - $193K
|
5.06K
$1.17M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.2K+ 6.05% |
$177K - $192K
|
21K
$4.86M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.2K+ 6.05% |
$177K - $192K
|
21K
$4.86M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.19K+ 0.64% |
$177K - $191K
|
187K
$43.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.19K+ 4.93% |
$176K - $191K
|
25.4K
$5.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.19K+ 4.6% |
$176K - $190K
|
27K
$6.25M
|
|
|
Oct 28, 2021
Q3 2021
|
Innova Wealth Partners
|
BUY
|
- |
1.18K+ 3.22% |
$174K - $188K
|
37.8K
$8.74M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.17K+ 0.79% |
$173K - $187K
|
149K
$34.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.15K+ 0.21% |
$171K - $184K
|
546K
$126M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.15K+ 268.76% |
$171K - $184K
|
1.58K
$366K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
1.14K+ 44.39% |
$169K - $183K
|
3.72K
$860K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.13K+ 5.01% |
$167K - $180K
|
23.6K
$5.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.12K+ 18.34% |
$166K - $180K
|
7.25K
$1.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.12K+ 9.12% |
$166K - $179K
|
13.4K
$3.1M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.12K+ 37.06% |
$166K - $179K
|
4.14K
$957K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.11K+ 0.53% |
$165K - $178K
|
211K
$48.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.11K+ 54.85% |
$164K - $177K
|
3.13K
$723K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.1K+ 82.88% |
$163K - $176K
|
2.44K
$563K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.06KNew |
$156K - $169K
|
1.06K
$245K
|
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
1.05K+ 15.49% |
$155K - $168K
|
7.82K
$1.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.02K+ 44.01% |
$151K - $163K
|
3.34K
$773K
|
|
|
Nov 09, 2021
Q3 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
998+ 48.35% |
$148K - $159K
|
3.06K
$708K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
995+ 1.9% |
$147K - $159K
|
53.5K
$12.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
988+ 3.07% |
$146K - $158K
|
33.2K
$7.68M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
975+ 4.2% |
$144K - $156K
|
24.2K
$5.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
970New |
$143K - $155K
|
970
$224K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
966+ 5.41% |
$143K - $154K
|
18.8K
$4.35M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
921+ 118.99% |
$136K - $147K
|
1.7K
$392K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
919+ 7.31% |
$136K - $147K
|
13.5K
$3.12M
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
917+ 4.38% |
$136K - $146K
|
21.9K
$5.05M
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
898+ 28.65% |
$133K - $143K
|
4.03K
$932K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
896+ 2.28% |
$133K - $143K
|
40.1K
$9.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
894New |
$132K - $143K
|
894
$207K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
890+ 2.95% |
$132K - $142K
|
31.1K
$7.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
875+ 37.38% |
$129K - $140K
|
3.22K
$743K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
822+ 10.87% |
$122K - $131K
|
8.38K
$1.94M
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
817+ 38.18% |
$121K - $130K
|
2.96K
$683K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
797+ 5.88% |
$118K - $127K
|
14.3K
$3.32M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
797+ 5.88% |
$118K - $127K
|
14.3K
$3.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
793+ 23.56% |
$117K - $127K
|
4.16K
$961K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
788+ 30.69% |
$117K - $126K
|
3.36K
$776K
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
786+ 4.58% |
$116K - $126K
|
18K
$4.15M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
778+ 13.77% |
$115K - $124K
|
6.43K
$1.49M
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
776+ 72.86% |
$115K - $124K
|
1.84K
$426K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
767+ 1.5% |
$113K - $122K
|
51.8K
$12M
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
766+ 8.79% |
$113K - $122K
|
9.48K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
766+ 12.4% |
$113K - $122K
|
6.95K
$1.61M
|