Purchases and Sales Made in Q4 2021 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$205K - $245K
|
1.39K
$327K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.38K+ 96.65% |
$205K - $244K
|
2.81K
$664K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.34KNew |
$198K - $236K
|
1.34K
$315K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
1.33KNew |
$198K - $236K
|
1.33K
$315K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.33KNew |
$197K - $235K
|
1.33K
$315K
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.33KNew |
$196K - $234K
|
1.33K
$313K
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
1.32KNew |
$195K - $233K
|
1.32K
$311K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.32KNew |
$195K - $233K
|
1.32K
$311K
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.32K+ 1.49% |
$195K - $233K
|
89.8K
$21.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.32KNew |
$195K - $232K
|
1.32K
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
1.31KNew |
$194K - $231K
|
1.31K
$309K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
1.31K+ 10.56% |
$194K - $231K
|
13.7K
$3.23M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.3KNew |
$193K - $230K
|
1.3K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.3KNew |
$192K - $230K
|
1.3K
$307K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.3KNew |
$192K - $230K
|
1.3K
$307K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$192K - $229K
|
1.3K
$306K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
1.3KNew |
$192K - $229K
|
1.3K
$306K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.29K+ 95.0% |
$191K - $228K
|
2.65K
$625K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
1.28K+ 3.85% |
$189K - $226K
|
34.5K
$8.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
1.28KNew |
$189K - $226K
|
1.28K
$302K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.28KNew |
$189K - $226K
|
1.28K
$302K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
1.27K+ 2.07% |
$188K - $224K
|
62.8K
$14.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.27KNew |
$188K - $224K
|
1.27K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.27K+ 7.53% |
$187K - $223K
|
18.1K
$4.26M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
1.26KNew |
$187K - $223K
|
1.26K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.26KNew |
$186K - $222K
|
1.26K
$297K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$186K - $222K
|
1.26K
$297K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.26KNew |
$186K - $222K
|
1.26K
$297K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.25K+ 0.39% |
$185K - $221K
|
321K
$75.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.25KNew |
$185K - $221K
|
1.25K
$295K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.24KNew |
$183K - $219K
|
1.24K
$292K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.24K+ 4.42% |
$183K - $219K
|
29.2K
$6.89M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.24KNew |
$183K - $219K
|
1.24K
$292K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.23KNew |
$182K - $217K
|
1.23K
$290K
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
1.23KNew |
$182K - $217K
|
1.23K
$290K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.23KNew |
$182K - $217K
|
1.23K
$290K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.22K+ 46.43% |
$181K - $216K
|
3.86K
$910K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.22K+ 23.4% |
$181K - $216K
|
6.44K
$1.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.22K+ 5.17% |
$181K - $216K
|
24.9K
$5.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 18.38% |
$180K - $215K
|
7.83K
$1.85M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.21KNew |
$179K - $214K
|
1.21K
$286K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.21KNew |
$179K - $214K
|
1.21K
$286K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.2K+ 43.35% |
$178K - $213K
|
3.98K
$939K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.2KNew |
$178K - $212K
|
1.2K
$284K
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.2KNew |
$178K - $212K
|
1.2K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.2KNew |
$178K - $212K
|
1.2K
$283K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.2KNew |
$178K - $212K
|
1.2K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.2K+ 80.75% |
$178K - $212K
|
2.69K
$634K
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
1.2KNew |
$177K - $212K
|
1.2K
$283K
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$177K - $211K
|
1.2K
$282K
|