Purchases and Sales Made in Q4 2022 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 2022. 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 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.38K- 82.14% |
$161K - $188K
|
300
$72.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1.4K- 31.37% |
$163K - $190K
|
3.06K
$740K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.41K- 2.1% |
$164K - $191K
|
65.5K
$15.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.41K- 36.58% |
$164K - $192K
|
2.44K
$592K
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.42K- 8.05% |
$166K - $194K
|
16.3K
$3.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.43K- 12.99% |
$167K - $195K
|
9.58K
$2.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.43K- 28.95% |
$167K - $195K
|
3.51K
$851K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.43K- 14.12% |
$167K - $195K
|
8.71K
$2.11M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 1.9% |
$169K - $197K
|
74.7K
$18.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.46K- 17.56% |
$170K - $199K
|
6.85K
$1.66M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-1.46K- 2.34% |
$171K - $199K
|
61.2K
$14.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.5K- 2.01% |
$175K - $204K
|
73K
$17.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.5K- 5.54% |
$175K - $204K
|
25.6K
$6.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.51K- 8.14% |
$176K - $205K
|
17K
$4.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.52K- 25.77% |
$177K - $207K
|
4.38K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.53K- 38.57% |
$178K - $208K
|
2.44K
$590K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.54K- 42.15% |
$179K - $210K
|
2.11K
$511K
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.54K- 19.65% |
$180K - $210K
|
6.31K
$1.53M
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-1.59K- 24.12% |
$186K - $217K
|
5.01K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.6K- 1.55% |
$186K - $218K
|
102K
$24.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.6K- 37.54% |
$186K - $218K
|
2.66K
$645K
|
|
|
Feb 09, 2023
Q4 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1.61K- 43.15% |
$188K - $220K
|
2.13K
$515K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.64K- 11.54% |
$191K - $223K
|
12.5K
$3.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.67K- 12.01% |
$195K - $227K
|
12.2K
$2.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.67K- 5.58% |
$195K - $228K
|
28.3K
$6.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.67K- 27.75% |
$195K - $228K
|
4.36K
$1.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.69K- 7.33% |
$196K - $229K
|
21.3K
$5.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.71K- 37.7% |
$199K - $233K
|
2.83K
$685K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-1.71K- 2.4% |
$199K - $233K
|
69.7K
$16.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.73K- 6.09% |
$202K - $236K
|
26.7K
$6.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-1.74K- 10.55% |
$203K - $237K
|
14.7K
$3.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.75K- 4.0% |
$204K - $239K
|
42.1K
$10.2M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.76K- 45.89% |
$205K - $239K
|
2.07K
$502K
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.77K- 14.76% |
$207K - $241K
|
10.2K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.78K- 35.14% |
$207K - $242K
|
3.28K
$795K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.8K- 10.96% |
$210K - $245K
|
14.6K
$3.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.8K- 16.45% |
$210K - $245K
|
9.16K
$2.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 5.55% |
$211K - $247K
|
30.8K
$7.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.82K- 3.39% |
$212K - $248K
|
51.8K
$12.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.85K- 1.45% |
$216K - $252K
|
126K
$30.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.88K- 22.51% |
$219K - $255K
|
6.45K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.88K- 7.01% |
$219K - $256K
|
24.9K
$6.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.91K- 16.81% |
$223K - $260K
|
9.45K
$2.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.92K- 3.36% |
$224K - $261K
|
55.2K
$13.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.94K- 10.43% |
$226K - $264K
|
16.6K
$4.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.95K- 13.59% |
$227K - $265K
|
12.4K
$3M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.97K- 0.3% |
$230K - $269K
|
652K
$158M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.98K- 21.54% |
$230K - $269K
|
7.2K
$1.74M
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2K- 1.58% |
$233K - $272K
|
124K
$30M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 67.8% |
$233K - $272K
|
950
$230K
|