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
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-994- 14.23% |
$118K - $151K
|
5.99K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-994- 8.59% |
$118K - $151K
|
10.6K
$2.56M
|
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-999- 14.61% |
$119K - $151K
|
5.84K
$1.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-999- 15.35% |
$119K - $151K
|
5.51K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1K- 15.63% |
$119K - $152K
|
5.4K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1K- 6.6% |
$119K - $152K
|
14.2K
$3.43M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.01K- 11.69% |
$120K - $154K
|
7.66K
$1.85M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-1.02K- 14.15% |
$121K - $154K
|
6.16K
$1.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.02K- 5.27% |
$121K - $155K
|
18.4K
$4.44M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.02K- 2.41% |
$122K - $155K
|
41.4K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.03K- 1.87% |
$122K - $156K
|
54.1K
$13.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.05K- 11.13% |
$124K - $159K
|
8.37K
$2.02M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.05K- 21.02% |
$125K - $159K
|
3.94K
$953K
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.05K- 9.35% |
$125K - $159K
|
10.2K
$2.46M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.06K- 37.76% |
$126K - $160K
|
1.74K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.07K- 8.6% |
$127K - $162K
|
11.4K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.08K- 0.76% |
$128K - $164K
|
141K
$34.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.11K- 17.54% |
$132K - $169K
|
5.23K
$1.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.11K- 0.53% |
$132K - $169K
|
208K
$50.4M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-1.16K- 8.62% |
$137K - $175K
|
12.3K
$2.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 9.82% |
$141K - $180K
|
10.9K
$2.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 4.91% |
$143K - $182K
|
23.3K
$5.62M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.22K- 7.93% |
$145K - $185K
|
14.2K
$3.43M
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.22K- 1.26% |
$145K - $185K
|
96K
$23.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.23K- 6.14% |
$147K - $187K
|
18.8K
$4.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.24K- 3.38% |
$147K - $188K
|
35.4K
$8.57M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.24K- 95.03% |
$148K - $188K
|
65
$15.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.26K- 16.38% |
$150K - $191K
|
6.43K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.26K- 12.07% |
$150K - $191K
|
9.17K
$2.22M
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-1.26K- 35.45% |
$150K - $192K
|
2.3K
$557K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.27K- 18.45% |
$150K - $192K
|
5.59K
$1.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.28K- 0.83% |
$151K - $193K
|
153K
$36.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.3K- 4.14% |
$154K - $197K
|
30K
$7.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.3K- 1.43% |
$155K - $197K
|
89.5K
$21.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.31K- 14.22% |
$156K - $199K
|
7.91K
$1.91M
|
|
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.31K- 0.39% |
$156K - $199K
|
335K
$81M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.36K- 10.55% |
$162K - $206K
|
11.5K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.37K- 2.62% |
$162K - $207K
|
50.8K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.38K- 19.15% |
$163K - $208K
|
5.8K
$1.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.41K- 7.55% |
$167K - $214K
|
17.2K
$4.17M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.43K- 4.29% |
$170K - $217K
|
31.9K
$7.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 1.69% |
$170K - $217K
|
83.1K
$20.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.45K- 25.15% |
$172K - $220K
|
4.31K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.47K- 6.74% |
$175K - $223K
|
20.4K
$4.93M
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.5K- 7.82% |
$178K - $227K
|
17.7K
$4.28M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.51K- 2.92% |
$179K - $228K
|
50.1K
$12.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.58K- 3.38% |
$187K - $239K
|
45.1K
$10.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.58K- 3.41% |
$187K - $239K
|
44.7K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.59KClosed |
$189K - $241K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.61K- 11.0% |
$191K - $244K
|
13K
$3.14M
|