Purchases and Sales Made in Q3 2022 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
336+ 1.54% |
$39.9K - $50.9K
|
22.2K
$5.37M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
332+ 34.37% |
$39.4K - $50.3K
|
1.3K
$314K
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
329+ 15.26% |
$39.1K - $49.9K
|
2.49K
$601K
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
326+ 0.06% |
$38.7K - $49.4K
|
512K
$124M
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
318+ 4.79% |
$37.8K - $48.2K
|
6.95K
$1.68M
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
314+ 4.94% |
$37.3K - $47.6K
|
6.67K
$1.61M
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
312+ 12.3% |
$37.1K - $47.3K
|
2.85K
$689K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
300+ 1.83% |
$35.6K - $45.5K
|
16.7K
$4.05M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
299+ 3.06% |
$35.5K - $45.3K
|
10.1K
$2.43M
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
287+ 63.5% |
$34.1K - $43.5K
|
739
$179K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
286+ 14.15% |
$34K - $43.3K
|
2.31K
$558K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
284+ 9.84% |
$33.7K - $43K
|
3.17K
$766K
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
281+ 12.26% |
$33.4K - $42.6K
|
2.57K
$622K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
280+ 1.73% |
$33.3K - $42.4K
|
16.5K
$3.98M
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
276+ 2.47% |
$32.8K - $41.8K
|
11.4K
$2.77M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
266+ 12.7% |
$31.6K - $40.3K
|
2.36K
$571K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
261New |
$31K - $39.6K
|
261
$63.1K
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
260+ 7.32% |
$30.9K - $39.4K
|
3.81K
$922K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
259+ 13.87% |
$30.8K - $39.3K
|
2.13K
$514K
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
BUY
|
- |
255+ 15.23% |
$30.3K - $38.6K
|
1.93K
$466K
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
252+ 0.52% |
$29.9K - $38.2K
|
48.9K
$11.8M
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
250+ 0.16% |
$29.7K - $37.9K
|
161K
$39M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
250+ 0.67% |
$29.7K - $37.9K
|
37.8K
$9.13M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
244+ 15.28% |
$29K - $37K
|
1.84K
$445K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
242+ 10.2% |
$28.7K - $36.7K
|
2.61K
$632K
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
237+ 2.5% |
$28.2K - $35.9K
|
9.71K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
231+ 34.02% |
$27.4K - $35K
|
910
$220K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
226+ 2.83% |
$26.8K - $34.3K
|
8.21K
$1.99M
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
226+ 2.78% |
$26.8K - $34.3K
|
8.35K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
226+ 5.71% |
$26.8K - $34.3K
|
4.19K
$1.01M
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
211+ 6.0% |
$25.1K - $32K
|
3.73K
$901K
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
BUY
|
- |
210+ 2.34% |
$24.9K - $31.8K
|
9.19K
$2.22M
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
210+ 0.56% |
$24.9K - $31.8K
|
37.6K
$9.09M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
209+ 2.07% |
$24.8K - $31.7K
|
10.3K
$2.49M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
206New |
$24.5K - $31.2K
|
206
$49.8K
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
203New |
$24.1K - $30.8K
|
203
$49.1K
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
202+ 12.33% |
$24K - $30.6K
|
1.84K
$445K
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
200+ 7.26% |
$23.8K - $30.3K
|
2.95K
$714K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
197+ 7.13% |
$23.4K - $29.9K
|
2.96K
$716K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
197+ 6.19% |
$23.4K - $29.9K
|
3.38K
$817K
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
195+ 6.52% |
$23.2K - $29.6K
|
3.18K
$770K
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
190+ 2.26% |
$22.6K - $28.8K
|
8.6K
$2.08M
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
189+ 36.7% |
$22.4K - $28.6K
|
704
$170K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
189+ 0.61% |
$22.4K - $28.6K
|
31.4K
$7.6M
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
BUY
|
- |
187+ 0.73% |
$22.2K - $28.3K
|
26K
$6.28M
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
183+ 1.15% |
$21.7K - $27.7K
|
16.1K
$3.89M
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
178+ 29.67% |
$21.1K - $27K
|
778
$188K
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
177+ 0.56% |
$21K - $26.8K
|
31.8K
$7.7M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
172+ 13.9% |
$20.4K - $26.1K
|
1.41K
$341K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
166+ 166.0% |
$19.7K - $25.2K
|
266
$64.3K
|