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 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
525+ 9.63% |
$77.7K - $92.7K
|
5.98K
$1.41M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
523+ 20.76% |
$77.4K - $92.4K
|
3.04K
$718K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
513+ 7.13% |
$76K - $90.6K
|
7.7K
$1.82M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
512+ 9.45% |
$75.8K - $90.4K
|
5.93K
$1.4M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$74K - $88.3K
|
500
$118K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
500+ 1.1% |
$74K - $88.3K
|
46K
$10.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
495+ 19.49% |
$73.3K - $87.4K
|
3.04K
$716K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
493+ 130.77% |
$73K - $87.1K
|
870
$205K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
476New |
$70.5K - $84.1K
|
476
$112K
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
461+ 5.29% |
$68.3K - $81.4K
|
9.17K
$2.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
460New |
$68.1K - $81.3K
|
460
$109K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
451+ 42.63% |
$66.8K - $79.7K
|
1.51K
$356K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
447+ 3.27% |
$66.2K - $79K
|
14.1K
$3.33M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
446+ 6.76% |
$66K - $78.8K
|
7.04K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
443+ 5.43% |
$65.6K - $78.3K
|
8.61K
$2.03M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
443+ 5.43% |
$65.6K - $78.3K
|
8.61K
$2.03M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
427New |
$63.2K - $75.4K
|
427
$101K
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
BUY
|
- |
425+ 29.51% |
$62.9K - $75.1K
|
1.87K
$440K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
425New |
$62.9K - $75.1K
|
425
$100K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
413+ 5.69% |
$61.1K - $73K
|
7.67K
$1.81M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
411+ 6.43% |
$60.9K - $72.6K
|
6.81K
$1.61M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
401+ 22.02% |
$59.4K - $70.8K
|
2.22K
$524K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
398+ 11.29% |
$58.9K - $70.3K
|
3.92K
$926K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
397+ 6.56% |
$58.8K - $70.1K
|
6.45K
$1.52M
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
394+ 2.63% |
$58.3K - $69.6K
|
15.4K
$3.63M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
390+ 10.23% |
$57.7K - $68.9K
|
4.2K
$991K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
382+ 0.86% |
$56.6K - $67.5K
|
44.8K
$10.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
380+ 3.31% |
$56.3K - $67.1K
|
11.9K
$2.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
370+ 6.02% |
$54.8K - $65.4K
|
6.52K
$1.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
369+ 23.44% |
$54.6K - $65.2K
|
1.94K
$458K
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
365+ 0.64% |
$54K - $64.5K
|
57K
$13.5M
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
363+ 10.85% |
$53.7K - $64.1K
|
3.71K
$875K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
360+ 8.04% |
$53.3K - $63.6K
|
4.84K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
358+ 1.28% |
$53K - $63.2K
|
28.3K
$6.68M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
355+ 20.59% |
$52.6K - $62.7K
|
2.08K
$491K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
354+ 13.59% |
$52.4K - $62.5K
|
2.96K
$698K
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
353+ 2.2% |
$52.3K - $62.4K
|
16.4K
$3.88M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
350+ 5.34% |
$51.8K - $61.8K
|
6.9K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
350+ 4.1% |
$51.8K - $61.8K
|
8.89K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
350New |
$51.8K - $61.8K
|
350
$82.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
347+ 109.81% |
$51.4K - $61.3K
|
663
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
343+ 40.74% |
$50.8K - $60.6K
|
1.19K
$280K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
342+ 2.66% |
$50.6K - $60.4K
|
13.2K
$3.12M
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
342+ 6.77% |
$50.6K - $60.4K
|
5.4K
$1.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
334+ 1.65% |
$49.5K - $59K
|
20.6K
$4.85M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
328+ 14.96% |
$48.6K - $57.9K
|
2.52K
$595K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
325+ 5.61% |
$48.1K - $57.4K
|
6.12K
$1.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
325+ 0.67% |
$48.1K - $57.4K
|
49K
$11.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
325+ 9.36% |
$48.1K - $57.4K
|
3.8K
$896K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
324New |
$48K - $57.2K
|
324
$76.4K
|