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 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-175- 9.35% |
$20.8K - $26.5K
|
1.7K
$410K
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-175- 0.43% |
$20.8K - $26.5K
|
40.8K
$9.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-176- 6.93% |
$20.9K - $26.7K
|
2.37K
$572K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-184- 1.12% |
$21.9K - $27.9K
|
16.2K
$3.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-184- 0.27% |
$21.9K - $27.9K
|
68K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-185- 5.1% |
$22K - $28K
|
3.45K
$833K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-185- 1.22% |
$22K - $28K
|
15K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-189- 4.81% |
$22.4K - $28.6K
|
3.74K
$904K
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-189- 0.85% |
$22.4K - $28.6K
|
22K
$5.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-191- 5.95% |
$22.7K - $28.9K
|
3.02K
$730K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-194- 2.66% |
$23K - $29.4K
|
7.09K
$1.71M
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-198- 5.52% |
$23.5K - $30K
|
3.39K
$820K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-199- 3.3% |
$23.6K - $30.2K
|
5.83K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-200- 6.99% |
$23.8K - $30.3K
|
2.66K
$643K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-201- 1.04% |
$23.9K - $30.5K
|
19.2K
$4.64M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-208- 2.59% |
$24.7K - $31.5K
|
7.81K
$1.89M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-214- 4.84% |
$25.4K - $32.4K
|
4.21K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-216- 0.66% |
$25.7K - $32.7K
|
32.6K
$7.87M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-220- 4.4% |
$26.1K - $33.3K
|
4.78K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-225- 3.0% |
$26.7K - $34.1K
|
7.28K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-225- 1.88% |
$26.7K - $34.1K
|
11.8K
$2.85M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-227- 9.36% |
$27K - $34.4K
|
2.2K
$532K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-228- 2.48% |
$27.1K - $34.6K
|
8.96K
$2.17M
|
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-229- 3.36% |
$27.2K - $34.7K
|
6.58K
$1.59M
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-234- 11.0% |
$27.8K - $35.5K
|
1.89K
$458K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-234- 7.06% |
$27.8K - $35.5K
|
3.08K
$745K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
SELL
|
- |
-235- 5.88% |
$27.9K - $35.6K
|
3.76K
$910K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-236- 2.3% |
$28K - $35.8K
|
10K
$2.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-236- 7.01% |
$28K - $35.8K
|
3.13K
$757K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-238- 4.05% |
$28.3K - $36.1K
|
5.64K
$1.36M
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
SELL
|
- |
-240- 4.97% |
$28.5K - $36.4K
|
4.59K
$1.11M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-240- 2.87% |
$28.5K - $36.4K
|
8.13K
$1.97M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-241- 5.36% |
$28.6K - $36.5K
|
4.25K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-242- 5.25% |
$28.7K - $36.7K
|
4.37K
$1.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-243- 11.37% |
$28.9K - $36.8K
|
1.9K
$458K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-245- 11.44% |
$29.1K - $37.1K
|
1.9K
$459K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-248- 2.44% |
$29.5K - $37.6K
|
9.92K
$2.4M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-249- 5.32% |
$29.6K - $37.7K
|
4.43K
$1.07M
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-250- 8.27% |
$29.7K - $37.9K
|
2.77K
$670K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-252- 2.05% |
$29.9K - $38.2K
|
12K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-253- 1.51% |
$30.1K - $38.3K
|
16.5K
$4M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-256- 3.74% |
$30.4K - $38.8K
|
6.6K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-262- 9.86% |
$31.1K - $39.7K
|
2.4K
$579K
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-266- 1.06% |
$31.6K - $40.3K
|
24.8K
$6.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-272- 12.35% |
$32.3K - $41.2K
|
1.93K
$467K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-276- 10.51% |
$32.8K - $41.8K
|
2.35K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-285- 3.65% |
$33.9K - $43.2K
|
7.53K
$1.82M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-288- 33.33% |
$34.2K - $43.6K
|
576
$139K
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-295- 6.46% |
$35K - $44.7K
|
4.27K
$1.03M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-295- 0.39% |
$35K - $44.7K
|
76.3K
$18.4M
|