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 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
2.32K+ 13.34% |
$344K - $411K
|
19.7K
$4.66M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.29KNew |
$340K - $405K
|
2.29K
$541K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
2.29K+ 4.53% |
$339K - $405K
|
52.9K
$12.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
2.27KNew |
$336K - $400K
|
2.27K
$535K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.26K+ 48.51% |
$335K - $399K
|
6.92K
$1.63M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.25K+ 4.21% |
$333K - $398K
|
55.7K
$13.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.24KNew |
$331K - $395K
|
2.24K
$528K
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.24KNew |
$331K - $395K
|
2.24K
$527K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
2.19KNew |
$324K - $386K
|
2.19K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
2.14K+ 8.71% |
$317K - $378K
|
26.7K
$6.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.14KNew |
$316K - $378K
|
2.14K
$504K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.13K+ 573.39% |
$316K - $377K
|
2.51K
$591K
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.13KNew |
$315K - $376K
|
2.13K
$503K
|
|
|
Jan 27, 2022
Q4 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
2.12K+ 2.16% |
$314K - $374K
|
100K
$23.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.11K+ 2.02% |
$312K - $372K
|
107K
$25.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.1KNew |
$311K - $371K
|
2.1K
$495K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
2.06K+ 6.39% |
$306K - $365K
|
34.3K
$8.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.06K+ 7.17% |
$305K - $364K
|
30.8K
$7.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.05K+ 59.2% |
$303K - $361K
|
5.5K
$1.3M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.05K+ 59.2% |
$303K - $361K
|
5.5K
$1.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.04K+ 27.32% |
$302K - $361K
|
9.51K
$2.24M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
2.04K+ 48.84% |
$301K - $359K
|
6.2K
$1.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.03K+ 52.83% |
$300K - $358K
|
5.86K
$1.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.02K+ 9.48% |
$300K - $358K
|
23.4K
$5.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.02KNew |
$299K - $357K
|
2.02K
$476K
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2K+ 130.55% |
$296K - $353K
|
3.53K
$833K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2K+ 206.61% |
$296K - $353K
|
2.97K
$700K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.99K+ 6.61% |
$294K - $351K
|
32K
$7.56M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.99K+ 40.02% |
$294K - $351K
|
6.95K
$1.64M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.98K+ 3.32% |
$293K - $350K
|
61.6K
$14.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.97K+ 2.53% |
$292K - $348K
|
79.9K
$18.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
1.95KNew |
$289K - $345K
|
1.95K
$461K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
1.95K+ 8.37% |
$288K - $344K
|
25.2K
$5.94M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
1.94K+ 103.53% |
$286K - $342K
|
3.8K
$898K
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
1.92KNew |
$285K - $340K
|
1.92K
$454K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.9KNew |
$281K - $335K
|
1.9K
$448K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.88K+ 1.25% |
$279K - $333K
|
153K
$36.1M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.88KNew |
$278K - $332K
|
1.88K
$444K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.87K+ 5.54% |
$277K - $331K
|
35.6K
$8.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.87KNew |
$277K - $331K
|
1.87K
$441K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.86K+ 37.87% |
$275K - $328K
|
6.75K
$1.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.85K+ 11.46% |
$273K - $326K
|
18K
$4.24M
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
1.81K+ 9.04% |
$268K - $320K
|
21.9K
$5.16M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.81K+ 105.11% |
$268K - $320K
|
3.53K
$833K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.81K+ 30.18% |
$268K - $319K
|
7.8K
$1.84M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.8K+ 0.82% |
$267K - $318K
|
220K
$51.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.77K+ 42.03% |
$263K - $313K
|
6K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 14.38% |
$259K - $309K
|
13.9K
$3.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$257K - $306K
|
1.73K
$409K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
1.73KNew |
$256K - $305K
|
1.73K
$407K
|