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 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-301- 6.73% |
$35.8K - $45.6K
|
4.17K
$1.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-316- 2.8% |
$37.5K - $47.9K
|
11K
$2.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-321- 8.45% |
$38.1K - $48.7K
|
3.48K
$842K
|
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-325- 7.78% |
$38.6K - $49.3K
|
3.86K
$932K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-328- 11.88% |
$39K - $49.7K
|
2.43K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-330- 1.77% |
$39.2K - $50K
|
18.3K
$4.44M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-332- 2.77% |
$39.4K - $50.3K
|
11.7K
$2.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-339- 16.62% |
$40.3K - $51.4K
|
1.7K
$411K
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-345- 6.3% |
$41K - $52.3K
|
5.13K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-350- 6.13% |
$41.6K - $53K
|
5.36K
$1.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-352- 1.27% |
$41.8K - $53.3K
|
27.3K
$6.61M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-355- 2.18% |
$42.2K - $53.8K
|
16K
$3.86M
|
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-356- 2.39% |
$42.3K - $54K
|
14.5K
$3.51M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-370- 17.31% |
$43.9K - $56.1K
|
1.77K
$427K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-380- 12.96% |
$45.1K - $57.6K
|
2.55K
$617K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-387- 6.86% |
$46K - $58.7K
|
5.26K
$1.27M
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
SELL
|
- |
-389- 2.89% |
$46.2K - $59K
|
13.1K
$3.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-390- 4.08% |
$46.3K - $59.1K
|
9.17K
$2.22M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-394- 6.95% |
$46.8K - $59.7K
|
5.28K
$1.28M
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-398- 1.99% |
$47.3K - $60.3K
|
19.6K
$4.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-400- 14.99% |
$47.5K - $60.6K
|
2.27K
$549K
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-400- 1.31% |
$47.5K - $60.6K
|
30.1K
$7.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-400- 32.84% |
$47.5K - $60.6K
|
818
$198K
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-402- 2.8% |
$47.7K - $60.9K
|
14K
$3.38M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-405- 17.07% |
$48.1K - $61.4K
|
1.97K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-410- 9.74% |
$48.7K - $62.1K
|
3.8K
$918K
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-411- 2.63% |
$48.8K - $62.3K
|
15.2K
$3.68M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-411- 29.8% |
$48.8K - $62.3K
|
968
$234K
|
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-411- 0.39% |
$48.8K - $62.3K
|
106K
$25.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-417- 0.2% |
$49.5K - $63.2K
|
208K
$50.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-428- 11.69% |
$50.8K - $64.9K
|
3.23K
$782K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-430- 8.65% |
$51.1K - $65.2K
|
4.54K
$1.1M
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-430- 11.84% |
$51.1K - $65.2K
|
3.2K
$774K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-435- 1.02% |
$51.7K - $65.9K
|
42.3K
$10.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-438- 6.14% |
$52K - $66.4K
|
6.7K
$1.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
SELL
|
- |
-450- 7.14% |
$53.5K - $68.2K
|
5.86K
$1.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-456- 15.54% |
$54.2K - $69.1K
|
2.48K
$599K
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-460- 2.4% |
$54.6K - $69.7K
|
18.7K
$4.53M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-467- 8.41% |
$55.5K - $70.8K
|
5.08K
$1.23M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-470- 2.55% |
$55.8K - $71.2K
|
18K
$4.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-471- 2.27% |
$55.9K - $71.4K
|
20.3K
$4.91M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-476- 4.82% |
$56.5K - $72.1K
|
9.41K
$2.27M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-477- 2.25% |
$56.7K - $72.3K
|
20.7K
$5.01M
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-496- 12.34% |
$58.9K - $75.2K
|
3.53K
$852K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-501- 2.13% |
$59.5K - $75.9K
|
23K
$5.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-503- 11.88% |
$59.7K - $76.2K
|
3.73K
$902K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-506- 5.79% |
$60.1K - $76.7K
|
8.24K
$1.99M
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-512- 18.4% |
$60.8K - $77.6K
|
2.27K
$549K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-516- 1.71% |
$61.3K - $78.2K
|
29.7K
$7.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-517- 18.89% |
$61.4K - $78.4K
|
2.22K
$537K
|