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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
573+ 0.91% |
$68.1K - $86.8K
|
63.2K
$15.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
569+ 11.82% |
$67.6K - $86.2K
|
5.38K
$1.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
567+ 9.53% |
$67.3K - $85.9K
|
6.52K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
565+ 13.31% |
$67.1K - $85.6K
|
4.81K
$1.16M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
559+ 2.86% |
$66.4K - $84.7K
|
20.1K
$4.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
556+ 2.75% |
$66K - $84.3K
|
20.8K
$5.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
554+ 8.89% |
$65.8K - $84K
|
6.79K
$1.64M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
552+ 4.53% |
$65.6K - $83.7K
|
12.7K
$3.08M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
550+ 29.7% |
$65.3K - $83.4K
|
2.4K
$581K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
549+ 15.39% |
$65.2K - $83.2K
|
4.12K
$996K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
545+ 7.9% |
$64.7K - $82.6K
|
7.45K
$1.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
542New |
$64.4K - $82.1K
|
542
$131K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
542New |
$64.4K - $82.1K
|
542
$131K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
536+ 13.81% |
$63.7K - $81.2K
|
4.42K
$1.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
531+ 2.52% |
$63.1K - $80.5K
|
21.6K
$5.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
526+ 5.01% |
$62.5K - $79.7K
|
11K
$2.67M
|
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
522+ 16.73% |
$62K - $79.1K
|
3.64K
$881K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
516+ 3.91% |
$61.3K - $78.2K
|
13.7K
$3.31M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
488+ 4.47% |
$58K - $74K
|
11.4K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
467+ 0.24% |
$55.5K - $70.8K
|
198K
$47.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
460+ 15.13% |
$54.6K - $69.7K
|
3.5K
$846K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
455+ 22.89% |
$54K - $69K
|
2.44K
$591K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
450+ 7.28% |
$53.5K - $68.2K
|
6.63K
$1.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
446+ 8.5% |
$53K - $67.6K
|
5.7K
$1.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
445+ 17.8% |
$52.9K - $67.4K
|
2.95K
$712K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
436+ 97.1% |
$51.8K - $66.1K
|
885
$214K
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
433+ 6.91% |
$51.4K - $65.6K
|
6.7K
$1.62M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
432+ 9.09% |
$51.3K - $65.5K
|
5.18K
$1.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
432+ 25.65% |
$51.3K - $65.5K
|
2.12K
$512K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
431+ 2.47% |
$51.2K - $65.3K
|
17.9K
$4.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
423+ 3.89% |
$50.2K - $64.1K
|
11.3K
$2.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
420+ 2.38% |
$49.9K - $63.7K
|
18.1K
$4.37M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
415+ 188.64% |
$49.3K - $62.9K
|
635
$154K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
414+ 176.17% |
$49.2K - $62.7K
|
649
$157K
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
412+ 2.42% |
$48.9K - $62.4K
|
17.5K
$4.22M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
400+ 3.4% |
$47.5K - $60.6K
|
12.2K
$2.94M
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
BUY
|
- |
400+ 145.45% |
$47.5K - $60.6K
|
675
$163K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
397+ 2.08% |
$47.2K - $60.2K
|
19.5K
$4.72M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
389+ 2.63% |
$46.2K - $59K
|
15.2K
$3.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
382+ 6.31% |
$45.4K - $57.9K
|
6.43K
$1.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
380+ 9.87% |
$45.1K - $57.6K
|
4.23K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
376+ 2.89% |
$44.7K - $57K
|
13.4K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
373+ 2.05% |
$44.3K - $56.5K
|
18.5K
$4.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
360+ 1.36% |
$42.8K - $54.6K
|
26.9K
$6.51M
|
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
354+ 0.5% |
$42K - $53.7K
|
71.2K
$17.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
351+ 2.89% |
$41.7K - $53.2K
|
12.5K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
351+ 0.94% |
$41.7K - $53.2K
|
37.9K
$9.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
351+ 4.34% |
$41.7K - $53.2K
|
8.44K
$2.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
348+ 0.81% |
$41.3K - $52.7K
|
43.4K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
346+ 7.75% |
$41.1K - $52.4K
|
4.81K
$1.16M
|