Purchases and Sales Made in Q3 2022 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q3 2022. 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 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.83KNew |
$455K - $580K
|
3.83K
$907K
|
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.75KNew |
$445K - $568K
|
3.75K
$887K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.74K+ 66.61% |
$444K - $567K
|
9.36K
$2.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
3.71K+ 119.94% |
$441K - $563K
|
6.81K
$1.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3.7K+ 0.66% |
$439K - $560K
|
560K
$133M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.69K+ 51.09% |
$438K - $559K
|
10.9K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.63K+ 11.67% |
$431K - $550K
|
34.7K
$8.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.6K+ 8.64% |
$427K - $545K
|
45.2K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.57K+ 83.9% |
$424K - $541K
|
7.82K
$1.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.57KNew |
$424K - $541K
|
3.57K
$845K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.55K+ 167.75% |
$422K - $538K
|
5.67K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.54KNew |
$421K - $537K
|
3.54K
$839K
|
|
|
Nov 14, 2022
Q3 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3.54KNew |
$421K - $537K
|
3.54K
$839K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.51K+ 12.05% |
$417K - $532K
|
32.6K
$7.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.5K+ 12.01% |
$416K - $531K
|
32.7K
$7.73M
|
|
|
Feb 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.48KNew |
$413K - $528K
|
3.48K
$824K
|
|
|
Oct 27, 2023
Q3 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.48KNew |
$413K - $528K
|
3.48K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.4K+ 7.46% |
$404K - $516K
|
49K
$11.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
3.4KNew |
$403K - $515K
|
3.4K
$804K
|
|
|
Nov 08, 2022
Q3 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.37K+ 76.94% |
$400K - $511K
|
7.75K
$1.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.34KNew |
$396K - $506K
|
3.34K
$790K
|
|
|
Oct 28, 2022
Q3 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
3.32K+ 22.53% |
$394K - $503K
|
18.1K
$4.28M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.31K+ 4.48% |
$393K - $502K
|
77.2K
$18.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
3.31K+ 2.37% |
$393K - $501K
|
143K
$33.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
3.21K+ 24.62% |
$381K - $487K
|
16.3K
$3.85M
|
|
|
Oct 19, 2022
Q3 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
3.2K+ 181.3% |
$380K - $485K
|
4.97K
$1.18M
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.16KNew |
$375K - $478K
|
3.16K
$747K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.13K+ 6.68% |
$371K - $474K
|
49.9K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
3.11KNew |
$369K - $471K
|
3.11K
$736K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.04K+ 14.62% |
$361K - $461K
|
23.9K
$5.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.04K+ 5.35% |
$361K - $461K
|
59.9K
$14.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.04KNew |
$361K - $461K
|
3.04K
$720K
|
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.97K+ 2.2% |
$353K - $450K
|
138K
$32.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.93K+ 89.54% |
$348K - $444K
|
6.2K
$1.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.8KNew |
$333K - $424K
|
2.8K
$663K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.72K+ 1552.57% |
$323K - $412K
|
2.89K
$685K
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.7K+ 105.76% |
$321K - $409K
|
5.25K
$1.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.7KNew |
$320K - $409K
|
2.7K
$638K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.66K+ 22.36% |
$315K - $403K
|
14.5K
$3.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.65KNew |
$315K - $401K
|
2.65K
$627K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.64KNew |
$313K - $399K
|
2.64K
$624K
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.58K+ 8.21% |
$306K - $391K
|
34K
$8.05M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.57K+ 1.85% |
$306K - $390K
|
142K
$33.5M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
BUY
|
- |
2.54KNew |
$302K - $385K
|
2.54K
$602K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.52K+ 18.37% |
$299K - $382K
|
16.2K
$3.84M
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.52K+ 0.72% |
$299K - $382K
|
354K
$83.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
2.5KNew |
$297K - $379K
|
2.5K
$592K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.46K+ 17.97% |
$292K - $373K
|
16.1K
$3.82M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2.46K+ 2.18% |
$292K - $372K
|
115K
$27.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.45K+ 12.81% |
$291K - $371K
|
21.6K
$5.11M
|