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 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
164+ 1.81% |
$19.5K - $24.9K
|
9.21K
$2.23M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
160+ 2.67% |
$19K - $24.2K
|
6.16K
$1.49M
|
|
Nov 09, 2022
Q3 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
157+ 1.86% |
$18.6K - $23.8K
|
8.6K
$2.08M
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
155+ 4.47% |
$18.4K - $23.5K
|
3.63K
$877K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
154+ 11.56% |
$18.3K - $23.3K
|
1.49K
$359K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
149+ 5.3% |
$17.7K - $22.6K
|
2.96K
$716K
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
144+ 1.8% |
$17.1K - $21.8K
|
8.16K
$1.97M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
143+ 0.22% |
$17K - $21.7K
|
64.5K
$15.6M
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
142+ 2.95% |
$16.9K - $21.5K
|
4.96K
$1.2M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
142+ 2.98% |
$16.9K - $21.5K
|
4.9K
$1.19M
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
139New |
$16.5K - $21.1K
|
139
$33.6K
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
138+ 460.0% |
$16.4K - $20.9K
|
168
$40.6K
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
138+ 8.64% |
$16.4K - $20.9K
|
1.74K
$420K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
138+ 64.19% |
$16.4K - $20.9K
|
353
$85.4K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
135+ 0.73% |
$16K - $20.5K
|
18.5K
$4.48M
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
134+ 4466.67% |
$15.9K - $20.3K
|
137
$33.1K
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
133+ 0.52% |
$15.8K - $20.2K
|
25.8K
$6.23M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
131+ 3.75% |
$15.6K - $19.9K
|
3.62K
$876K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
128+ 0.21% |
$15.2K - $19.4K
|
61.1K
$14.8M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
115+ 115.0% |
$13.7K - $17.4K
|
215
$52K
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
114+ 1.14% |
$13.5K - $17.3K
|
10.1K
$2.44M
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
113+ 0.93% |
$13.4K - $17.1K
|
12.2K
$2.96M
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
109+ 0.17% |
$12.9K - $16.5K
|
63.9K
$15.4M
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
105+ 5.82% |
$12.5K - $15.9K
|
1.91K
$461K
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
BUY
|
- |
105+ 0.57% |
$12.5K - $15.9K
|
18.6K
$4.49M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
104+ 0.93% |
$12.4K - $15.8K
|
11.3K
$2.72M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
104+ 17.11% |
$12.4K - $15.8K
|
712
$172K
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
101+ 3.93% |
$12K - $15.3K
|
2.67K
$645K
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
100+ 1.73% |
$11.9K - $15.2K
|
5.89K
$1.43M
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
100+ 4.17% |
$11.9K - $15.2K
|
2.5K
$604K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
100New |
$11.9K - $15.2K
|
100
$24.2K
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
100New |
$11.9K - $15.2K
|
100
$24.2K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
100+ 0.52% |
$11.9K - $15.2K
|
19.2K
$4.63M
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
95+ 2.79% |
$11.3K - $14.4K
|
3.49K
$845K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
92+ 22.77% |
$10.9K - $13.9K
|
496
$120K
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
90+ 0.46% |
$10.7K - $13.6K
|
19.7K
$4.77M
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
83+ 3.35% |
$9.86K - $12.6K
|
2.56K
$618K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
82+ 0.41% |
$9.74K - $12.4K
|
20.3K
$4.91M
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
82+ 0.24% |
$9.74K - $12.4K
|
33.8K
$8.17M
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
81+ 3.46% |
$9.62K - $12.3K
|
2.42K
$586K
|
|
Nov 07, 2022
Q3 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
80+ 2.75% |
$9.5K - $12.1K
|
2.99K
$722K
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
77+ 0.73% |
$9.15K - $11.7K
|
10.6K
$2.55M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
77+ 1.32% |
$9.15K - $11.7K
|
5.9K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
77+ 27.11% |
$9.15K - $11.7K
|
361
$87.3K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
76+ 1.31% |
$9.03K - $11.5K
|
5.87K
$1.42M
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
75+ 4.4% |
$8.91K - $11.4K
|
1.78K
$430K
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
73+ 2.21% |
$8.67K - $11.1K
|
3.38K
$818K
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
68+ 3.95% |
$8.08K - $10.3K
|
1.79K
$432K
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
65+ 4.33% |
$7.72K - $9.85K
|
1.57K
$379K
|
|
Oct 24, 2022
Q3 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
65+ 0.91% |
$7.72K - $9.85K
|
7.24K
$1.75M
|