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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
982+ 2.28% |
$117K - $149K
|
44.1K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
975New |
$116K - $148K
|
975
$236K
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
972+ 16.96% |
$115K - $147K
|
6.7K
$1.62M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
963+ 0.88% |
$114K - $146K
|
110K
$26.7M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
954+ 0.93% |
$113K - $145K
|
103K
$24.9M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
944+ 2.18% |
$112K - $143K
|
44.2K
$10.7M
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
922+ 29.04% |
$110K - $140K
|
4.1K
$991K
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
914+ 4.59% |
$109K - $139K
|
20.8K
$5.04M
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
911+ 36.63% |
$108K - $138K
|
3.4K
$822K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
902New |
$107K - $137K
|
902
$218K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
893+ 1.03% |
$106K - $135K
|
87.4K
$21.1M
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
884+ 21.1% |
$105K - $134K
|
5.07K
$1.23M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
882+ 1.94% |
$105K - $134K
|
46.3K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
881+ 17.44% |
$105K - $134K
|
5.93K
$1.43M
|
|
Oct 13, 2022
Q3 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
868+ 11.41% |
$103K - $132K
|
8.48K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
868+ 2.87% |
$103K - $132K
|
31.1K
$7.53M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
851New |
$101K - $129K
|
851
$206K
|
|
Oct 23, 2024
Q3 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
847+ 1.89% |
$101K - $128K
|
45.6K
$11M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
846+ 3.21% |
$100K - $128K
|
27.2K
$6.58M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
832+ 0.92% |
$98.8K - $126K
|
91.5K
$22.1M
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
807+ 3.16% |
$95.9K - $122K
|
26.4K
$6.38M
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
801+ 9.87% |
$95.1K - $121K
|
8.92K
$2.16M
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
786+ 20.89% |
$93.4K - $119K
|
4.55K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
784+ 10.17% |
$93.1K - $119K
|
8.5K
$2.05M
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
784+ 10.17% |
$93.1K - $119K
|
8.5K
$2.05M
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
767+ 2.75% |
$91.1K - $116K
|
28.7K
$6.94M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
752+ 19.09% |
$89.3K - $114K
|
4.69K
$1.13M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
744+ 22.52% |
$88.4K - $113K
|
4.05K
$979K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
741+ 4.6% |
$88K - $112K
|
16.8K
$4.07M
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
735+ 44.49% |
$87.3K - $111K
|
2.39K
$577K
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
713+ 3.43% |
$84.7K - $108K
|
21.5K
$5.2M
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
688+ 1298.11% |
$81.7K - $104K
|
741
$179K
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
680+ 0.5% |
$80.8K - $103K
|
136K
$32.9M
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
677+ 15.41% |
$80.4K - $103K
|
5.07K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
671+ 2.09% |
$79.7K - $102K
|
32.8K
$7.93M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
670+ 6.65% |
$79.6K - $102K
|
10.7K
$2.6M
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
670+ 3.53% |
$79.6K - $102K
|
19.7K
$4.76M
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
653+ 14.82% |
$77.6K - $99K
|
5.06K
$1.22M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
653+ 17.06% |
$77.6K - $99K
|
4.48K
$1.08M
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
644+ 3.2% |
$76.5K - $97.6K
|
20.8K
$5.02M
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
643+ 1.14% |
$76.4K - $97.5K
|
56.8K
$13.7M
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
630+ 6.36% |
$74.8K - $95.5K
|
10.5K
$2.55M
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
620+ 37.92% |
$73.6K - $94K
|
2.26K
$545K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
616+ 29.49% |
$73.2K - $93.4K
|
2.71K
$654K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
607+ 27.59% |
$72.1K - $92K
|
2.81K
$679K
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
606+ 2.67% |
$72K - $91.8K
|
23.3K
$5.64M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600+ 19.96% |
$71.3K - $90.9K
|
3.61K
$872K
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
577+ 1.27% |
$68.5K - $87.5K
|
46.2K
$11.2M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
577+ 5.37% |
$68.5K - $87.5K
|
11.3K
$2.74M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
576+ 16.07% |
$68.4K - $87.3K
|
4.16K
$1.01M
|