Purchases and Sales Made in Q1 2023 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
37+ 1.57% |
$4.48K - $5.59K
|
2.39K
$577K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
36+ 1.28% |
$4.36K - $5.44K
|
2.85K
$688K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33+ 13.64% |
$4K - $4.98K
|
275
$66.5K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.02% |
$3.76K - $4.68K
|
3.06K
$740K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
31+ 3.49% |
$3.76K - $4.68K
|
918
$222K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
31+ 0.21% |
$3.76K - $4.68K
|
14.5K
$3.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
29+ 10.58% |
$3.51K - $4.38K
|
303
$73.3K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
29+ 0.04% |
$3.51K - $4.38K
|
73K
$17.6M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
28+ 0.56% |
$3.39K - $4.23K
|
5.01K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
27+ 1.37% |
$3.27K - $4.08K
|
2K
$483K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
26+ 0.17% |
$3.15K - $3.93K
|
15.5K
$3.75M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
26+ 0.28% |
$3.15K - $3.93K
|
9.3K
$2.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
24+ 0.51% |
$2.91K - $3.62K
|
4.74K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24+ 0.29% |
$2.91K - $3.62K
|
8.39K
$2.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
22+ 0.11% |
$2.67K - $3.32K
|
20.9K
$5.06M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
21+ 0.32% |
$2.54K - $3.17K
|
6.5K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
21+ 0.67% |
$2.54K - $3.17K
|
3.16K
$764K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
20+ 0.23% |
$2.42K - $3.02K
|
8.82K
$2.13M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
20+ 0.81% |
$2.42K - $3.02K
|
2.48K
$600K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 2.33% |
$2.06K - $2.57K
|
746
$180K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
16New |
$1.94K - $2.42K
|
16
$3.87K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16+ 0.07% |
$1.94K - $2.42K
|
22K
$5.31M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
16+ 0.6% |
$1.94K - $2.42K
|
2.7K
$653K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
14+ 0.84% |
$1.7K - $2.11K
|
1.68K
$407K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14+ 0.67% |
$1.7K - $2.11K
|
2.11K
$511K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
14+ 0.2% |
$1.7K - $2.11K
|
6.87K
$1.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.24% |
$1.45K - $1.81K
|
5.05K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12New |
$1.45K - $1.81K
|
12
$2.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
11+ 0.22% |
$1.33K - $1.66K
|
5.06K
$1.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
11+ 2.01% |
$1.33K - $1.66K
|
559
$135K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.43% |
$1.33K - $1.66K
|
2.59K
$625K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
11+ 0.31% |
$1.33K - $1.66K
|
3.55K
$859K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11+ 2.26% |
$1.33K - $1.66K
|
498
$120K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
10+ 0.06% |
$1.21K - $1.51K
|
15.6K
$3.76M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
10+ 0.03% |
$1.21K - $1.51K
|
34.4K
$8.31M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.72% |
$1.09K - $1.36K
|
533
$129K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8+ 0.3% |
$969 - $1.21K
|
2.66K
$642K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.2% |
$969 - $1.21K
|
3.94K
$953K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
8+ 0.14% |
$969 - $1.21K
|
5.57K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.18% |
$969 - $1.21K
|
4.47K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 6.4% |
$969 - $1.21K
|
133
$32.2K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.23% |
$848 - $1.06K
|
3.03K
$732K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.17% |
$727 - $906
|
3.57K
$864K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6+ 0.1% |
$727 - $906
|
5.8K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
6+ 0.14% |
$727 - $906
|
4.39K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.11% |
$727 - $906
|
5.26K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$606 - $755
|
2.02K
$489K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.28% |
$606 - $755
|
1.76K
$426K
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
5+ 17.24% |
$606 - $755
|
34
$8.22K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
4+ 0.07% |
$485 - $604
|
5.89K
$1.42M
|