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 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-1- 0.04% |
$119 - $152
|
2.64K
$632K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1- 0.03% |
$119 - $152
|
3.99K
$955K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2- 0.16% |
$238 - $303
|
1.27K
$305K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-2- 0.47% |
$238 - $303
|
420
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.72% |
$238 - $303
|
114
$27.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3- 1.51% |
$356 - $455
|
196
$46.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4- 0.04% |
$475 - $606
|
10.5K
$2.51M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-4- 0.04% |
$475 - $606
|
9.41K
$2.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-4- 0.41% |
$475 - $606
|
971
$232K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4- 0.04% |
$475 - $606
|
9.42K
$2.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.57% |
$594 - $758
|
879
$210K
|
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-6- 0.06% |
$713 - $909
|
9.98K
$2.39M
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-7- 0.07% |
$831 - $1.06K
|
10.7K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7- 0.08% |
$831 - $1.06K
|
8.32K
$1.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 6.3% |
$950 - $1.21K
|
119
$28.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-9- 0.03% |
$1.07K - $1.36K
|
28K
$6.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9- 0.18% |
$1.07K - $1.36K
|
4.88K
$1.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-10- 0.99% |
$1.19K - $1.52K
|
1.01K
$240K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-10- 0.42% |
$1.19K - $1.52K
|
2.36K
$565K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-10- 0.14% |
$1.19K - $1.52K
|
7.32K
$1.75M
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-10- 0.57% |
$1.19K - $1.52K
|
1.75K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 0.1% |
$1.31K - $1.67K
|
10.9K
$2.61M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-12- 0.07% |
$1.43K - $1.82K
|
16.5K
$3.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-12- 0.14% |
$1.43K - $1.82K
|
8.66K
$2.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-13- 0.04% |
$1.54K - $1.97K
|
29.3K
$7M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-13- 0.15% |
$1.54K - $1.97K
|
8.66K
$2.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-14- 0.08% |
$1.66K - $2.12K
|
17.2K
$4.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-15- 0.47% |
$1.78K - $2.27K
|
3.19K
$764K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-15- 0.15% |
$1.78K - $2.27K
|
10.1K
$2.42M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-16- 0.06% |
$1.9K - $2.42K
|
27.1K
$6.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-17- 0.23% |
$2.02K - $2.58K
|
7.49K
$1.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-17- 0.08% |
$2.02K - $2.58K
|
20.4K
$4.87M
|
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-20- 0.03% |
$2.38K - $3.03K
|
73.2K
$17.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-20- 0.05% |
$2.38K - $3.03K
|
37.2K
$8.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-20- 8.93% |
$2.38K - $3.03K
|
204
$48.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-20- 0.19% |
$2.38K - $3.03K
|
10.8K
$2.57M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-20- 0.19% |
$2.38K - $3.03K
|
10.8K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-21- 0.2% |
$2.49K - $3.18K
|
10.7K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-22- 0.43% |
$2.61K - $3.33K
|
5.06K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-22- 0.58% |
$2.61K - $3.33K
|
3.76K
$899K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-23- 0.04% |
$2.73K - $3.49K
|
53K
$12.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-24- 0.87% |
$2.85K - $3.64K
|
2.73K
$652K
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-24- 0.3% |
$2.85K - $3.64K
|
7.86K
$1.88M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.73% |
$2.97K - $3.79K
|
3.39K
$811K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-25- 0.64% |
$2.97K - $3.79K
|
3.88K
$929K
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-25- 0.15% |
$2.97K - $3.79K
|
16.2K
$3.88M
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-26- 1.39% |
$3.09K - $3.94K
|
1.85K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-26- 0.48% |
$3.09K - $3.94K
|
5.42K
$1.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-30- 0.85% |
$3.56K - $4.55K
|
3.5K
$837K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-32- 0.87% |
$3.8K - $4.85K
|
3.64K
$872K
|