Purchases and Sales Made in Q4 2021 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 2021. 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 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
324New |
$48K - $57.2K
|
324
$77.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
321+ 4.89% |
$47.5K - $56.7K
|
6.88K
$1.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
317+ 2.82% |
$46.9K - $56K
|
11.5K
$2.76M
|
|
|
Jan 27, 2022
Q4 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
316+ 1.69% |
$46.8K - $55.8K
|
19.1K
$4.56M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
306+ 5.85% |
$45.3K - $54.1K
|
5.54K
$1.33M
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
301+ 24.37% |
$44.6K - $53.2K
|
1.54K
$368K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
300New |
$44.4K - $53K
|
300
$71.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
299+ 4.58% |
$44.3K - $52.8K
|
6.82K
$1.63M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
297+ 13.0% |
$44K - $52.5K
|
2.58K
$618K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
294+ 2.61% |
$43.5K - $51.9K
|
11.5K
$2.76M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
290+ 3.79% |
$42.9K - $51.2K
|
7.94K
$1.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
280New |
$41.5K - $49.5K
|
280
$67K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
278New |
$41.2K - $49.1K
|
278
$66.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
277New |
$41K - $48.9K
|
277
$66.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
275+ 3.31% |
$40.7K - $48.6K
|
8.57K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
275+ 41.92% |
$40.7K - $48.6K
|
931
$223K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
273+ 4.15% |
$40.4K - $48.2K
|
6.85K
$1.64M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
270+ 31.54% |
$40K - $47.7K
|
1.13K
$269K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
267+ 0.24% |
$39.5K - $47.2K
|
110K
$26.3M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
267New |
$39.5K - $47.2K
|
267
$63.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
262New |
$38.8K - $46.3K
|
262
$62.7K
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
255+ 6.32% |
$37.8K - $45K
|
4.29K
$1.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
255+ 0.23% |
$37.8K - $45K
|
110K
$26.4M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
252+ 2.06% |
$37.3K - $44.5K
|
12.5K
$2.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
251+ 3.38% |
$37.2K - $44.3K
|
7.68K
$1.84M
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250+ 2.91% |
$37K - $44.2K
|
8.84K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
250+ 0.88% |
$37K - $44.2K
|
28.5K
$6.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
250+ 4.45% |
$37K - $44.2K
|
5.87K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
247+ 4.17% |
$36.6K - $43.6K
|
6.18K
$1.48M
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
246+ 1.7% |
$36.4K - $43.5K
|
14.7K
$3.53M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
242New |
$35.8K - $42.7K
|
242
$57.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
241+ 33.15% |
$35.7K - $42.6K
|
968
$232K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
238+ 15.16% |
$35.2K - $42K
|
1.81K
$433K
|
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
237+ 2.03% |
$35.1K - $41.9K
|
11.9K
$2.85M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
235+ 0.4% |
$34.8K - $41.5K
|
59.7K
$14.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
227+ 11.97% |
$33.6K - $40.1K
|
2.12K
$508K
|
|
|
Feb 14, 2022
Q4 2021
|
Westwood Wealth Management
|
BUY
|
- |
224New |
$33.2K - $39.6K
|
224
$53.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
220+ 2.95% |
$32.6K - $38.9K
|
7.68K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
217New |
$32.1K - $38.3K
|
217
$51.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
215+ 0.57% |
$31.8K - $38K
|
37.9K
$9.07M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
215+ 37.52% |
$31.8K - $38K
|
788
$189K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
215New |
$31.8K - $38K
|
215
$51.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Sequent Asset Management, LLC
|
BUY
|
- |
214+ 0.29% |
$31.7K - $37.8K
|
73.9K
$17.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
214+ 8.96% |
$31.7K - $37.8K
|
2.6K
$623K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
214+ 4.91% |
$31.7K - $37.8K
|
4.57K
$1.09M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
212New |
$31.4K - $37.4K
|
212
$50.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
210+ 6.25% |
$31.1K - $37.1K
|
3.57K
$855K
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
205+ 2.32% |
$30.4K - $36.2K
|
9.03K
$2.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
205+ 1.0% |
$30.4K - $36.2K
|
20.7K
$4.94M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
204+ 0.71% |
$30.2K - $36K
|
29K
$6.94M
|