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 |
---|---|---|---|---|---|---|---|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.19KNew |
$176K - $211K
|
1.19K
$281K
|
|
Feb 09, 2022
Q4 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.18KNew |
$175K - $209K
|
1.18K
$279K
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
1.18KNew |
$175K - $209K
|
1.18K
$279K
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
BUY
|
- |
1.18KNew |
$175K - $209K
|
1.18K
$279K
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.16K+ 5.33% |
$172K - $206K
|
23K
$5.43M
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
1.16KNew |
$172K - $205K
|
1.16K
$274K
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
1.16KNew |
$172K - $205K
|
1.16K
$274K
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$171K - $204K
|
1.16K
$273K
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.15KNew |
$170K - $203K
|
1.15K
$272K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.14K+ 3.59% |
$169K - $202K
|
33K
$7.79M
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
1.14K+ 3.76% |
$169K - $202K
|
31.5K
$7.44M
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.14K+ 3.19% |
$168K - $201K
|
36.8K
$8.68M
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.14K+ 3.25% |
$168K - $201K
|
36.2K
$8.53M
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.12K+ 2.78% |
$166K - $198K
|
41.4K
$9.77M
|
|
Jan 26, 2022
Q4 2021
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.12K+ 1.96% |
$166K - $198K
|
58.3K
$13.8M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.12K+ 0.99% |
$166K - $197K
|
114K
$26.9M
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.11K+ 350.31% |
$165K - $197K
|
1.43K
$338K
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.1K+ 16.55% |
$162K - $194K
|
7.73K
$1.82M
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
1.09K+ 11.63% |
$161K - $193K
|
10.5K
$2.47M
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.05K+ 17.51% |
$156K - $186K
|
7.05K
$1.66M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.04K+ 2.18% |
$153K - $183K
|
48.5K
$11.4M
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.03K+ 33.45% |
$153K - $183K
|
4.13K
$973K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.01K+ 3.1% |
$150K - $179K
|
33.8K
$7.97M
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.01K+ 1.37% |
$150K - $179K
|
75K
$17.7M
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1K+ 15.43% |
$149K - $177K
|
7.51K
$1.77M
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1KNew |
$148K - $177K
|
1K
$236K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
997+ 2.88% |
$148K - $176K
|
35.6K
$8.41M
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
991+ 5.4% |
$147K - $175K
|
19.4K
$4.57M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
988+ 6.08% |
$146K - $175K
|
17.2K
$4.07M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
958+ 12.42% |
$142K - $169K
|
8.67K
$2.05M
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
952+ 8.81% |
$141K - $168K
|
11.8K
$2.77M
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
935New |
$138K - $165K
|
935
$221K
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
935+ 20.38% |
$138K - $165K
|
5.52K
$1.3M
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
928+ 5.02% |
$137K - $164K
|
19.4K
$4.58M
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
927+ 61.92% |
$137K - $164K
|
2.42K
$572K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
919+ 5.78% |
$136K - $162K
|
16.8K
$3.97M
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
919+ 11.6% |
$136K - $162K
|
8.84K
$2.09M
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
916+ 3.1% |
$136K - $162K
|
30.5K
$7.2M
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
915+ 54.05% |
$135K - $162K
|
2.61K
$615K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
912New |
$135K - $161K
|
912
$215K
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
908+ 8.03% |
$134K - $160K
|
12.2K
$2.88M
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
BUY
|
- |
900+ 3.24% |
$133K - $159K
|
28.7K
$6.76M
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
900+ 5.4% |
$133K - $159K
|
17.6K
$4.15M
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
900+ 105.51% |
$133K - $159K
|
1.75K
$414K
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
898+ 22.75% |
$133K - $159K
|
4.85K
$1.14M
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
868+ 17.67% |
$129K - $153K
|
5.78K
$1.36M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
858+ 15.93% |
$127K - $152K
|
6.25K
$1.47M
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
855+ 1.32% |
$127K - $151K
|
65.6K
$15.5M
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
854+ 6.79% |
$126K - $151K
|
13.4K
$3.17M
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
840+ 6.85% |
$124K - $148K
|
13.1K
$3.09M
|