Purchases and Sales Made in Q1 2022 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
705+ 0.32% |
$99.7K - $124K
|
222K
$53.7M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
700+ 1.78% |
$99K - $123K
|
40.1K
$9.7M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
700+ 1.78% |
$99K - $123K
|
40.1K
$9.7M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
692+ 36.81% |
$97.8K - $121K
|
2.57K
$622K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
689+ 6.2% |
$97.4K - $121K
|
11.8K
$2.85M
|
|
|
May 16, 2022
Q1 2022
|
Credit Agricole S A
|
BUY
|
- |
679+ 1.67% |
$96K - $119K
|
41.4K
$10M
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
676+ 43.84% |
$95.6K - $119K
|
2.22K
$536K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
666+ 3.75% |
$94.2K - $117K
|
18.4K
$4.46M
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
649+ 4.32% |
$91.8K - $114K
|
15.7K
$3.79M
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
646New |
$91.3K - $113K
|
646
$156K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
645+ 7.29% |
$91.2K - $113K
|
9.49K
$2.29M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
644+ 91.35% |
$91.1K - $113K
|
1.35K
$326K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
642+ 12.4% |
$90.8K - $113K
|
5.82K
$1.41M
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
635+ 22.8% |
$89.8K - $111K
|
3.42K
$827K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
635New |
$89.8K - $111K
|
635
$154K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
631+ 20.01% |
$89.2K - $111K
|
3.78K
$915K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
623+ 7.29% |
$88.1K - $109K
|
9.17K
$2.22M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
620+ 16.73% |
$87.7K - $109K
|
4.33K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
602+ 3.26% |
$85.1K - $106K
|
19K
$4.61M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
596+ 61.38% |
$84.3K - $105K
|
1.57K
$379K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
596New |
$84.3K - $105K
|
596
$144K
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
593+ 19.18% |
$83.8K - $104K
|
3.69K
$891K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
580+ 8.5% |
$82K - $102K
|
7.4K
$1.79M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
568+ 16.47% |
$80.3K - $99.7K
|
4.02K
$971K
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
553+ 2.09% |
$78.2K - $97.1K
|
27K
$6.52M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
540+ 117.39% |
$76.4K - $94.8K
|
1K
$242K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
538+ 0.61% |
$76.1K - $94.4K
|
89.1K
$21.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
527+ 17.53% |
$74.5K - $92.5K
|
3.53K
$855K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
527+ 1.23% |
$74.5K - $92.5K
|
43.5K
$10.5M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
526+ 4.31% |
$74.4K - $92.3K
|
12.7K
$3.08M
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
515+ 39.16% |
$72.8K - $90.4K
|
1.83K
$443K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
513+ 4.17% |
$72.5K - $90K
|
12.8K
$3.1M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
506+ 7.87% |
$71.5K - $88.8K
|
6.94K
$1.68M
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
477+ 14.8% |
$67.4K - $83.7K
|
3.7K
$895K
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
468+ 19.6% |
$66.2K - $82.1K
|
2.86K
$691K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
443+ 2.57% |
$62.6K - $77.8K
|
17.6K
$4.27M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
442+ 18.34% |
$62.5K - $77.6K
|
2.85K
$690K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
415+ 0.63% |
$58.7K - $72.8K
|
66K
$16M
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
400+ 6.78% |
$56.6K - $70.2K
|
6.3K
$1.52M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
400+ 23.57% |
$56.6K - $70.2K
|
2.1K
$507K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
398New |
$56.3K - $69.9K
|
398
$96.2K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
394+ 3.57% |
$55.7K - $69.2K
|
11.4K
$2.76M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
393+ 6.66% |
$55.6K - $69K
|
6.29K
$1.52M
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
389+ 22.19% |
$55K - $68.3K
|
2.14K
$518K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
383+ 6.14% |
$54.2K - $67.2K
|
6.62K
$1.6M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
376+ 102.45% |
$53.2K - $66K
|
743
$180K
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
372+ 18.05% |
$52.6K - $65.3K
|
2.43K
$588K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
371+ 0.85% |
$52.5K - $65.1K
|
44.2K
$10.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
363New |
$51.3K - $63.7K
|
363
$87.8K
|
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
356+ 1.46% |
$50.3K - $62.5K
|
24.7K
$5.98M
|