Purchases and Sales Made in Q2 2022 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
343+ 2.27% |
$42.4K - $55.4K
|
15.4K
$3.73M
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
339+ 20.56% |
$41.9K - $54.7K
|
1.99K
$481K
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
336+ 1.27% |
$41.5K - $54.3K
|
26.8K
$6.47M
|
|
Dec 30, 2022
Q2 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
332+ 19.15% |
$41K - $53.6K
|
2.07K
$500K
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
328+ 1.13% |
$40.5K - $53K
|
29.3K
$7.08M
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
326+ 2.25% |
$40.3K - $52.6K
|
14.8K
$3.58M
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
319+ 3.72% |
$39.4K - $51.5K
|
8.89K
$2.15M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
305+ 0.02% |
$37.7K - $49.2K
|
1.48M
$357M
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
304+ 4.79% |
$37.5K - $49.1K
|
6.65K
$1.61M
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
303+ 15.19% |
$37.4K - $48.9K
|
2.3K
$556K
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
300+ 4.92% |
$37K - $48.4K
|
6.4K
$1.55M
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
299+ 11.3% |
$36.9K - $48.3K
|
2.94K
$712K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
291+ 50.79% |
$35.9K - $47K
|
864
$209K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
285+ 18.19% |
$35.2K - $46K
|
1.85K
$448K
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
283+ 15.46% |
$34.9K - $45.7K
|
2.11K
$511K
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
259+ 5.86% |
$32K - $41.8K
|
4.68K
$1.13M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
253+ 2.67% |
$31.2K - $40.9K
|
9.74K
$2.36M
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
250+ 1.54% |
$30.9K - $40.4K
|
16.5K
$3.99M
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
249+ 0.26% |
$30.7K - $40.2K
|
97.2K
$23.5M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
245+ 0.43% |
$30.3K - $39.6K
|
57.4K
$13.9M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
244New |
$30.1K - $39.4K
|
244
$59K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
242New |
$29.9K - $39.1K
|
242
$58.5K
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
237+ 9.48% |
$29.3K - $38.3K
|
2.74K
$662K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
237New |
$29.3K - $38.3K
|
237
$57.3K
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
234+ 13.34% |
$28.9K - $37.8K
|
1.99K
$481K
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
233+ 6.31% |
$28.8K - $37.6K
|
3.93K
$950K
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
233+ 10.68% |
$28.8K - $37.6K
|
2.41K
$584K
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
BUY
|
- |
230+ 0.91% |
$28.4K - $37.1K
|
25.6K
$6.2M
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
229+ 2.8% |
$28.3K - $37K
|
8.41K
$2.03M
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
228+ 5.68% |
$28.2K - $36.8K
|
4.24K
$1.03M
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
224+ 1.09% |
$27.7K - $36.2K
|
20.8K
$5.03M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
222+ 4.62% |
$27.4K - $35.8K
|
5.03K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
220+ 7.05% |
$27.2K - $35.5K
|
3.34K
$808K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
216New |
$26.7K - $34.9K
|
216
$52.2K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
214+ 2.0% |
$26.4K - $34.6K
|
10.9K
$2.64M
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
214New |
$26.4K - $34.6K
|
214
$51.7K
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
213+ 2.23% |
$26.3K - $34.4K
|
9.77K
$2.36M
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
207+ 14.11% |
$25.6K - $33.4K
|
1.67K
$405K
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
207+ 15.34% |
$25.6K - $33.4K
|
1.56K
$376K
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
206+ 3.77% |
$25.4K - $33.3K
|
5.67K
$1.37M
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
200New |
$24.7K - $32.3K
|
200
$48.4K
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
199New |
$24.6K - $32.1K
|
199
$48.1K
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
196+ 1.03% |
$24.2K - $31.6K
|
19.2K
$4.64M
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
192+ 5.97% |
$23.7K - $31K
|
3.41K
$824K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
189+ 10.32% |
$23.3K - $30.5K
|
2.02K
$489K
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
188+ 10.79% |
$23.2K - $30.4K
|
1.93K
$467K
|
|
Jul 29, 2022
Q2 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
181+ 12.07% |
$22.4K - $29.2K
|
1.68K
$406K
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
178+ 2.27% |
$22K - $28.7K
|
8.02K
$1.94M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
175+ 4.26% |
$21.6K - $28.3K
|
4.28K
$1.04M
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
175+ 7.44% |
$21.6K - $28.3K
|
2.53K
$611K
|