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 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
200+ 2.46% |
$29.6K - $35.3K
|
8.32K
$1.99M
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 5.84% |
$29.6K - $35.3K
|
3.63K
$867K
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
200+ 2.07% |
$29.6K - $35.3K
|
9.84K
$2.36M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
199+ 1.13% |
$29.5K - $35.2K
|
17.8K
$4.27M
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
196+ 15.01% |
$29K - $34.6K
|
1.5K
$359K
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
194+ 3.19% |
$28.7K - $34.3K
|
6.27K
$1.5M
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
193New |
$28.6K - $34.1K
|
193
$46.2K
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
192+ 1.24% |
$28.4K - $33.9K
|
15.7K
$3.76M
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
188New |
$27.8K - $33.2K
|
188
$45K
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
183+ 5.29% |
$27.1K - $32.3K
|
3.64K
$872K
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
177+ 52.06% |
$26.2K - $31.3K
|
517
$124K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
173+ 2.66% |
$25.6K - $30.6K
|
6.67K
$1.6M
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
173+ 1.03% |
$25.6K - $30.6K
|
16.9K
$4.04M
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
168+ 3.85% |
$24.9K - $29.7K
|
4.54K
$1.09M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
166+ 0.76% |
$24.6K - $29.3K
|
22.1K
$5.29M
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
166+ 1.98% |
$24.6K - $29.3K
|
8.55K
$2.05M
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
166+ 6.71% |
$24.6K - $29.3K
|
2.64K
$632K
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
163+ 3.33% |
$24.1K - $28.8K
|
5.05K
$1.21M
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
162+ 476.47% |
$24K - $28.6K
|
196
$46.9K
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
159+ 1.16% |
$23.5K - $28.1K
|
13.9K
$3.33M
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
153+ 10.24% |
$22.7K - $27K
|
1.65K
$394K
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
150New |
$22.2K - $26.5K
|
150
$35.9K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
147+ 33.56% |
$21.8K - $26K
|
585
$140K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
146+ 0.6% |
$21.6K - $25.8K
|
24.5K
$5.87M
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
143+ 2.06% |
$21.2K - $25.3K
|
7.07K
$1.69M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
140+ 0.35% |
$20.7K - $24.7K
|
40.4K
$9.67M
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
140+ 4.48% |
$20.7K - $24.7K
|
3.27K
$781K
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
134+ 4.11% |
$19.8K - $23.7K
|
3.4K
$813K
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
132New |
$19.5K - $23.3K
|
132
$31.6K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
129+ 3.24% |
$19.1K - $22.8K
|
4.11K
$982K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
129+ 1.17% |
$19.1K - $22.8K
|
11.1K
$2.67M
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
126+ 185.29% |
$18.7K - $22.3K
|
194
$46.4K
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
119+ 7.33% |
$17.6K - $21K
|
1.74K
$417K
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
115+ 1.53% |
$17K - $20.3K
|
7.63K
$1.82M
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
111+ 2.2% |
$16.4K - $19.6K
|
5.16K
$1.23M
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
111New |
$16.4K - $19.6K
|
111
$26.6K
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
108New |
$16K - $19.1K
|
108
$25.8K
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
106+ 4.87% |
$15.7K - $18.7K
|
2.28K
$546K
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
106+ 3.74% |
$15.7K - $18.7K
|
2.94K
$704K
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
105New |
$15.5K - $18.5K
|
105
$25.1K
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
104+ 2.19% |
$15.4K - $18.4K
|
4.85K
$1.16M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
103+ 1.46% |
$15.3K - $18.2K
|
7.15K
$1.71M
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
101+ 5.18% |
$15K - $17.8K
|
2.05K
$490K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
101+ 4.67% |
$15K - $17.8K
|
2.26K
$542K
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
100New |
$14.8K - $17.7K
|
100
$23.9K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$14.8K - $17.7K
|
100
$23.9K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
96+ 4.94% |
$14.2K - $17K
|
2.04K
$488K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
95+ 5.93% |
$14.1K - $16.8K
|
1.7K
$406K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
95+ 0.21% |
$14.1K - $16.8K
|
45K
$10.8M
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
93+ 0.94% |
$13.8K - $16.4K
|
9.99K
$2.39M
|