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 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
833+ 12.28% |
$123K - $147K
|
7.62K
$1.82M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
824+ 11.66% |
$122K - $146K
|
7.89K
$1.89M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
822+ 23.91% |
$122K - $145K
|
4.26K
$1.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
815+ 8.52% |
$121K - $144K
|
10.4K
$2.49M
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
803+ 1.75% |
$119K - $142K
|
46.6K
$11.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
778+ 2.68% |
$115K - $137K
|
29.8K
$7.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
766+ 3.64% |
$113K - $135K
|
21.8K
$5.22M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
766+ 3.64% |
$113K - $135K
|
21.8K
$5.22M
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
736+ 4.14% |
$109K - $130K
|
18.5K
$4.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
735+ 12.95% |
$109K - $130K
|
6.41K
$1.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
733+ 99.86% |
$109K - $129K
|
1.47K
$351K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
723+ 1.03% |
$107K - $128K
|
71.1K
$17M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
721+ 2.32% |
$107K - $127K
|
31.8K
$7.62M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
715+ 12.7% |
$106K - $126K
|
6.35K
$1.52M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
706+ 4.78% |
$105K - $125K
|
15.5K
$3.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
700+ 1.96% |
$104K - $124K
|
36.4K
$8.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
695+ 0.82% |
$103K - $123K
|
85K
$20.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
694New |
$103K - $123K
|
694
$166K
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
675+ 18.0% |
$99.9K - $119K
|
4.43K
$1.06M
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
666+ 29.2% |
$98.6K - $118K
|
2.95K
$705K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
665New |
$98.5K - $117K
|
665
$159K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
657New |
$97.3K - $116K
|
657
$157K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
656+ 73.38% |
$97.1K - $116K
|
1.55K
$371K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
652+ 9.19% |
$96.5K - $115K
|
7.75K
$1.85M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
650+ 6.1% |
$96.2K - $115K
|
11.3K
$2.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
640+ 40.51% |
$94.8K - $113K
|
2.22K
$531K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
634+ 12.49% |
$93.9K - $112K
|
5.71K
$1.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
630+ 9.42% |
$93.3K - $111K
|
7.32K
$1.75M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
629New |
$93.1K - $111K
|
629
$151K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
618+ 25.97% |
$91.5K - $109K
|
3K
$718K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
603+ 11.68% |
$89.3K - $107K
|
5.77K
$1.38M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
602+ 37.14% |
$89.1K - $106K
|
2.22K
$532K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
600+ 2.08% |
$88.8K - $106K
|
29.5K
$7.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
600New |
$88.8K - $106K
|
600
$144K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
589+ 25.9% |
$87.2K - $104K
|
2.86K
$685K
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
584+ 34.09% |
$86.5K - $103K
|
2.3K
$550K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
583+ 2.77% |
$86.3K - $103K
|
21.6K
$5.18M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
582+ 0.31% |
$86.2K - $103K
|
187K
$44.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
582+ 5.99% |
$86.2K - $103K
|
10.3K
$2.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
581+ 11.39% |
$86K - $103K
|
5.68K
$1.36M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
580+ 6.9% |
$85.9K - $102K
|
8.98K
$2.15M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
578+ 2.95% |
$85.6K - $102K
|
20.2K
$4.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
571New |
$84.5K - $101K
|
571
$137K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
570+ 6.56% |
$84.4K - $101K
|
9.25K
$2.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
570+ 1.37% |
$84.4K - $101K
|
42.2K
$10.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
564+ 18.84% |
$83.5K - $99.6K
|
3.56K
$852K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
563+ 16.87% |
$83.4K - $99.5K
|
3.9K
$934K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
549+ 12.71% |
$81.3K - $97K
|
4.87K
$1.17M
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
538+ 16.52% |
$79.7K - $95K
|
3.79K
$908K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
530+ 5.68% |
$78.5K - $93.6K
|
9.86K
$2.36M
|