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
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.72K+ 5.67% |
$255K - $304K
|
32.1K
$7.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.72K+ 3.28% |
$255K - $304K
|
54.1K
$12.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$254K - $303K
|
1.71K
$404K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.7K+ 4.64% |
$252K - $301K
|
38.4K
$9.06M
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.7KNew |
$252K - $300K
|
1.7K
$401K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.7KNew |
$252K - $300K
|
1.7K
$401K
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
1.7K+ 1.4% |
$251K - $300K
|
123K
$29M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
1.67KNew |
$248K - $296K
|
1.67K
$395K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.67K+ 16.86% |
$247K - $295K
|
11.6K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.67K+ 44.98% |
$247K - $295K
|
5.39K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
BUY
|
- |
1.65KNew |
$244K - $291K
|
1.65K
$389K
|
|
|
Feb 14, 2022
Q4 2021
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
1.65KNew |
$244K - $291K
|
1.65K
$389K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.64K+ 55.56% |
$243K - $290K
|
4.6K
$1.09M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.64KNew |
$243K - $290K
|
1.64K
$387K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.64KNew |
$242K - $289K
|
1.64K
$386K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.62KNew |
$240K - $287K
|
1.62K
$383K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.62K+ 4.31% |
$239K - $285K
|
39.1K
$9.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.6KNew |
$237K - $283K
|
1.6K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.6K+ 2.78% |
$237K - $282K
|
59.2K
$14M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.6KNew |
$236K - $282K
|
1.6K
$377K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.58KNew |
$234K - $280K
|
1.58K
$374K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
1.58KNew |
$234K - $279K
|
1.58K
$373K
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.58K+ 37.31% |
$233K - $278K
|
5.8K
$1.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.57K+ 60.8% |
$233K - $278K
|
4.16K
$982K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.57KNew |
$233K - $278K
|
1.57K
$371K
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
1.57KNew |
$233K - $278K
|
1.57K
$371K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
1.56K+ 7.17% |
$231K - $275K
|
23.3K
$5.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
1.55KNew |
$230K - $274K
|
1.55K
$366K
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.55K+ 4.34% |
$229K - $273K
|
37.2K
$8.77M
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.54KNew |
$228K - $272K
|
1.54K
$364K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
1.54K+ 6.37% |
$228K - $272K
|
25.7K
$6.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.53KNew |
$226K - $270K
|
1.53K
$360K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.52KNew |
$225K - $268K
|
1.52K
$358K
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
1.51KNew |
$224K - $267K
|
1.51K
$357K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.51KNew |
$224K - $267K
|
1.51K
$357K
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
1.49K+ 15.48% |
$220K - $263K
|
11.1K
$2.62M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.48K+ 17.81% |
$219K - $261K
|
9.78K
$2.31M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
1.47K+ 35.77% |
$217K - $259K
|
5.57K
$1.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.45K+ 11.04% |
$215K - $257K
|
14.6K
$3.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.45K+ 10.53% |
$214K - $256K
|
15.2K
$3.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.44K+ 8.85% |
$214K - $255K
|
17.8K
$4.19M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.44KNew |
$213K - $254K
|
1.44K
$339K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.43K+ 1.84% |
$212K - $252K
|
79K
$18.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.42K+ 5.0% |
$211K - $251K
|
29.9K
$7.05M
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
1.42K+ 4.54% |
$210K - $251K
|
32.7K
$7.71M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.41K+ 32.18% |
$209K - $250K
|
5.81K
$1.37M
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
1.41KNew |
$208K - $249K
|
1.41K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1.41KNew |
$208K - $249K
|
1.41K
$332K
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
1.39KNew |
$206K - $245K
|
1.39K
$328K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
1.39K+ 4.41% |
$205K - $245K
|
32.8K
$7.74M
|