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 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.4K+ 593.4% |
$2.13M - $2.54M
|
16.8K
$3.97M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.2K+ 51.7% |
$2.1M - $2.5M
|
41.6K
$9.81M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
13.9KNew |
$2.06M - $2.46M
|
13.9K
$3.29M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
13.8K+ 20.4% |
$2.04M - $2.43M
|
81.3K
$19.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13.7K+ 0.74% |
$2.03M - $2.42M
|
1.87M
$442M
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
13.5K+ 389.43% |
$1.99M - $2.38M
|
16.9K
$3.99M
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
13.1KNew |
$1.94M - $2.32M
|
13.1K
$3.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
13.1KNew |
$1.94M - $2.31M
|
13.1K
$3.08M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
13KNew |
$1.93M - $2.3M
|
13K
$3.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
13KNew |
$1.93M - $2.3M
|
13K
$3.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
13K+ 138.66% |
$1.92M - $2.3M
|
22.4K
$5.28M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
12.9K+ 439.62% |
$1.91M - $2.28M
|
15.9K
$3.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
12.8KNew |
$1.9M - $2.27M
|
12.8K
$3.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
12.8KNew |
$1.89M - $2.26M
|
12.8K
$3.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Securities Usa LLC
|
BUY
|
- |
12.7KNew |
$1.88M - $2.25M
|
12.7K
$3M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
12.7K+ 21.9% |
$1.88M - $2.25M
|
70.8K
$16.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12.2K+ 5158.9% |
$1.8M - $2.15M
|
12.4K
$2.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12.1K+ 4.23% |
$1.8M - $2.14M
|
299K
$70.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
12.1K+ 337.77% |
$1.79M - $2.13M
|
15.7K
$3.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12K+ 255.94% |
$1.77M - $2.11M
|
16.6K
$3.92M
|
|
|
Jan 31, 2022
Q4 2021
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
11.8KNew |
$1.75M - $2.08M
|
11.8K
$2.78M
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
11.7K+ 9.06% |
$1.73M - $2.06M
|
141K
$33.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
11.3KNew |
$1.67M - $2M
|
11.3K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.3K+ 5.34% |
$1.67M - $1.99M
|
223K
$52.6M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.2K+ 1.85% |
$1.66M - $1.98M
|
616K
$145M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.1K+ 57.76% |
$1.65M - $1.96M
|
30.4K
$7.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
11.1KNew |
$1.64M - $1.96M
|
11.1K
$2.61M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.9K+ 16.81% |
$1.62M - $1.93M
|
75.9K
$17.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
10.9KNew |
$1.61M - $1.92M
|
10.9K
$2.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
10.7KNew |
$1.59M - $1.89M
|
10.7K
$2.53M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10.6K+ 107.56% |
$1.56M - $1.86M
|
20.4K
$4.8M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
10.3KNew |
$1.52M - $1.82M
|
10.3K
$2.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
10.2K+ 171.24% |
$1.52M - $1.81M
|
16.2K
$3.83M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
10.2KNew |
$1.51M - $1.8M
|
10.2K
$2.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.2K+ 22.64% |
$1.51M - $1.8M
|
55.2K
$13M
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
9.97KNew |
$1.48M - $1.76M
|
9.97K
$2.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
9.87K+ 6.83% |
$1.46M - $1.74M
|
154K
$36.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9.64KNew |
$1.43M - $1.7M
|
9.64K
$2.28M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.61KNew |
$1.42M - $1.7M
|
9.61K
$2.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
9.6KNew |
$1.42M - $1.7M
|
9.6K
$2.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
9.49KNew |
$1.4M - $1.68M
|
9.49K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9.3K+ 2203.08% |
$1.38M - $1.64M
|
9.72K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
9.24K+ 191.24% |
$1.37M - $1.63M
|
14.1K
$3.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
9.17K+ 17.58% |
$1.36M - $1.62M
|
61.3K
$14.5M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
9.15K+ 358.66% |
$1.36M - $1.62M
|
11.7K
$2.76M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
9.13K+ 3.87% |
$1.35M - $1.61M
|
245K
$57.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.13K+ 364.41% |
$1.35M - $1.61M
|
11.6K
$2.75M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
8.99KNew |
$1.33M - $1.59M
|
8.99K
$2.12M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
8.93KNew |
$1.32M - $1.58M
|
8.93K
$2.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
8.81K+ 14.64% |
$1.3M - $1.56M
|
69K
$16.3M
|