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 |
---|---|---|---|---|---|---|---|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-90Closed |
$10.7K - $13.6K
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-92- 2.94% |
$10.9K - $13.9K
|
3.04K
$727K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-93- 20.13% |
$11K - $14.1K
|
369
$88.3K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-93- 0.12% |
$11K - $14.1K
|
74.5K
$17.8M
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-94- 1.13% |
$11.2K - $14.2K
|
8.21K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-96- 0.95% |
$11.4K - $14.5K
|
10.1K
$2.4M
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-97- 4.06% |
$11.5K - $14.7K
|
2.29K
$548K
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-98- 2.43% |
$11.6K - $14.9K
|
3.93K
$940K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-100- 16.47% |
$11.9K - $15.2K
|
507
$121K
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-100- 0.78% |
$11.9K - $15.2K
|
12.7K
$3.03M
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-100- 1.73% |
$11.9K - $15.2K
|
5.7K
$1.36M
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-100- 2.2% |
$11.9K - $15.2K
|
4.46K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-100- 1.12% |
$11.9K - $15.2K
|
8.79K
$2.1M
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-106- 9.52% |
$12.6K - $16.1K
|
1.01K
$241K
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-107- 2.9% |
$12.7K - $16.2K
|
3.59K
$858K
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-107- 1.37% |
$12.7K - $16.2K
|
7.71K
$1.84M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-111- 0.21% |
$13.2K - $16.8K
|
52.8K
$12.6M
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-112- 5.89% |
$13.3K - $17K
|
1.79K
$428K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-113- 6.81% |
$13.4K - $17.1K
|
1.55K
$370K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-116- 10.51% |
$13.8K - $17.6K
|
988
$236K
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-117- 1.93% |
$13.9K - $17.7K
|
5.94K
$1.42M
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-119- 4.6% |
$14.1K - $18K
|
2.47K
$591K
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-120- 2.74% |
$14.3K - $18.2K
|
4.27K
$1.02M
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
SELL
|
- |
-123- 46.59% |
$14.6K - $18.6K
|
141
$33.7K
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-123- 3.28% |
$14.6K - $18.6K
|
3.62K
$867K
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-123- 0.83% |
$14.6K - $18.6K
|
14.7K
$3.51M
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 3.18% |
$14.8K - $18.9K
|
3.8K
$909K
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-125- 0.65% |
$14.8K - $18.9K
|
19.2K
$4.59M
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-129- 3.91% |
$15.3K - $19.6K
|
3.17K
$758K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-130- 3.99% |
$15.4K - $19.7K
|
3.13K
$748K
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-131- 2.78% |
$15.6K - $19.9K
|
4.57K
$1.09M
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
SELL
|
- |
-135- 2.0% |
$16K - $20.5K
|
6.6K
$1.58M
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-137- 0.18% |
$16.3K - $20.8K
|
76.7K
$18.4M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-138- 1.45% |
$16.4K - $20.9K
|
9.41K
$2.25M
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-145- 0.52% |
$17.2K - $22K
|
27.6K
$6.59M
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-147- 1.09% |
$17.5K - $22.3K
|
13.4K
$3.2M
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-150- 11.72% |
$17.8K - $22.7K
|
1.13K
$270K
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-152- 4.04% |
$18.1K - $23K
|
3.61K
$864K
|
|
Oct 11, 2022
Q3 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-154- 6.4% |
$18.3K - $23.3K
|
2.25K
$539K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-155- 0.85% |
$18.4K - $23.5K
|
18K
$4.32M
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-156- 0.46% |
$18.5K - $23.6K
|
33.8K
$8.1M
|
|
Apr 24, 2024
Q3 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-158- 3.7% |
$18.8K - $23.9K
|
4.11K
$983K
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-164- 4.55% |
$19.5K - $24.9K
|
3.44K
$823K
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-165- 5.81% |
$19.6K - $25K
|
2.68K
$641K
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-166- 1.85% |
$19.7K - $25.2K
|
8.82K
$2.11M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-169- 1.24% |
$20.1K - $25.6K
|
13.5K
$3.23M
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-171- 3.31% |
$20.3K - $25.9K
|
5K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-172- 6.7% |
$20.4K - $26.1K
|
2.4K
$574K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-174- 10.15% |
$20.7K - $26.4K
|
1.54K
$369K
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-174- 1.11% |
$20.7K - $26.4K
|
15.5K
$3.71M
|