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
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
766+ 12.4% |
$113K - $122K
|
6.95K
$1.43M
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
762+ 12.66% |
$113K - $122K
|
6.78K
$1.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
753+ 11.88% |
$111K - $120K
|
7.09K
$1.46M
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
751+ 5.03% |
$111K - $120K
|
15.7K
$3.24M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
731+ 14.31% |
$108K - $117K
|
5.84K
$1.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
725+ 4.51% |
$107K - $116K
|
16.8K
$3.47M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
723+ 8.22% |
$107K - $115K
|
9.52K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
703+ 4.31% |
$104K - $112K
|
17K
$3.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
700+ 25.69% |
$104K - $112K
|
3.43K
$707K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
681+ 27.13% |
$101K - $109K
|
3.19K
$659K
|
|
|
Nov 18, 2021
Q3 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
660+ 1.37% |
$97.6K - $105K
|
48.7K
$10M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
651+ 0.95% |
$96.3K - $104K
|
69.1K
$14.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
643+ 15.5% |
$95.1K - $103K
|
4.79K
$989K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
642+ 321.0% |
$95K - $103K
|
842
$174K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
632+ 16.85% |
$93.5K - $101K
|
4.38K
$904K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
632+ 5.81% |
$93.5K - $101K
|
11.5K
$2.37M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
630+ 2.23% |
$93.2K - $101K
|
28.9K
$5.96M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
623+ 9.49% |
$92.1K - $99.5K
|
7.19K
$1.48M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
614+ 53.39% |
$90.8K - $98.1K
|
1.76K
$364K
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
611+ 2.2% |
$90.4K - $97.6K
|
28.4K
$5.87M
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
605+ 12.56% |
$89.5K - $96.6K
|
5.42K
$1.12M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
600+ 12.48% |
$88.7K - $95.8K
|
5.41K
$1.12M
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
600+ 11.3% |
$88.7K - $95.8K
|
5.91K
$1.22M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
598+ 1.05% |
$88.5K - $95.5K
|
57.6K
$11.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
571+ 11.52% |
$84.5K - $91.2K
|
5.53K
$1.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
565+ 7.47% |
$83.6K - $90.2K
|
8.12K
$1.68M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
564+ 8.18% |
$83.4K - $90.1K
|
7.46K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
562+ 0.96% |
$83.1K - $89.8K
|
59K
$12.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
561+ 36.88% |
$83K - $89.6K
|
2.08K
$430K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
553+ 6.13% |
$81.8K - $88.3K
|
9.57K
$1.98M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
525+ 96.33% |
$77.7K - $83.8K
|
1.07K
$221K
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
525+ 19.04% |
$77.7K - $83.8K
|
3.28K
$677K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
524+ 2.94% |
$77.5K - $83.7K
|
18.4K
$3.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
520+ 6.65% |
$76.9K - $83K
|
8.34K
$1.72M
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
510+ 6.73% |
$75.4K - $81.4K
|
8.09K
$1.67M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
500+ 0.6% |
$74K - $79.9K
|
84.3K
$17.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
499+ 5.54% |
$73.8K - $79.7K
|
9.51K
$1.96M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
485+ 9.34% |
$71.7K - $77.5K
|
5.68K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
483+ 2.45% |
$71.4K - $77.1K
|
20.2K
$4.17M
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
481+ 10.52% |
$71.1K - $76.8K
|
5.06K
$1.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
470+ 8.87% |
$69.5K - $75.1K
|
5.77K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
468+ 2.6% |
$69.2K - $74.7K
|
18.5K
$3.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
468+ 27.63% |
$69.2K - $74.7K
|
2.16K
$446K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
440+ 5.32% |
$65.1K - $70.3K
|
8.71K
$1.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
435+ 15.42% |
$64.3K - $69.5K
|
3.26K
$672K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
432+ 5.93% |
$63.9K - $69K
|
7.72K
$1.59M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
430+ 7.44% |
$63.6K - $68.7K
|
6.21K
$1.28M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
427+ 9.13% |
$63.2K - $68.2K
|
5.11K
$1.05M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
421New |
$62.3K - $67.2K
|
421
$86.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
406+ 34.76% |
$60.1K - $64.8K
|
1.57K
$325K
|