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 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
21New |
$3.11K - $3.71K
|
21
$5.03K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 14.93% |
$2.96K - $3.53K
|
154
$36.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
19+ 0.55% |
$2.81K - $3.36K
|
3.45K
$827K
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
19+ 0.79% |
$2.81K - $3.36K
|
2.44K
$583K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
19+ 0.16% |
$2.81K - $3.36K
|
12.3K
$2.93M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18+ 0.34% |
$2.67K - $3.18K
|
5.37K
$1.28M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
17New |
$2.52K - $3K
|
17
$4.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
16New |
$2.37K - $2.83K
|
16
$3.83K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
16+ 0.01% |
$2.37K - $2.83K
|
136K
$32.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
14+ 0.41% |
$2.07K - $2.47K
|
3.4K
$812K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 0.15% |
$1.78K - $2.12K
|
8.22K
$1.97M
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
11+ 3.23% |
$1.63K - $1.94K
|
352
$84.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.05% |
$1.48K - $1.77K
|
18.9K
$4.51M
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
10+ 0.7% |
$1.48K - $1.77K
|
1.43K
$342K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$1.48K - $1.77K
|
20.1K
$4.82M
|
|
|
Feb 15, 2022
Q4 2021
|
University Of Texas
|
BUY
|
- |
9New |
$1.33K - $1.59K
|
9
$2.15K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9+ 12.0% |
$1.33K - $1.59K
|
84
$20.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
8+ 0.58% |
$1.18K - $1.41K
|
1.38K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8+ 0.13% |
$1.18K - $1.41K
|
6.07K
$1.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
7+ 0.2% |
$1.04K - $1.24K
|
3.5K
$838K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
7+ 0.22% |
$1.04K - $1.24K
|
3.2K
$765K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.2% |
$1.04K - $1.24K
|
3.53K
$845K
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
6+ 0.17% |
$888 - $1.06K
|
3.46K
$827K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6+ 0.19% |
$888 - $1.06K
|
3.14K
$750K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5+ 0.07% |
$740 - $883
|
7.37K
$1.76M
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
5+ 0.17% |
$740 - $883
|
2.96K
$707K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.16% |
$740 - $883
|
3.17K
$758K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.16% |
$740 - $883
|
3.15K
$755K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.14% |
$740 - $883
|
3.51K
$840K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
4+ 0.17% |
$592 - $707
|
2.36K
$564K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$592 - $707
|
2K
$478K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3+ 0.12% |
$444 - $530
|
2.58K
$618K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
3+ 0.15% |
$444 - $530
|
2.02K
$484K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$444 - $530
|
3.35K
$802K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3New |
$444 - $530
|
3
$718
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.5% |
$444 - $530
|
607
$145K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3+ 0.09% |
$444 - $530
|
3.23K
$773K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.15% |
$444 - $530
|
2.01K
$480K
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
BUY
|
- |
2+ 0.12% |
$296 - $353
|
1.63K
$390K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.12% |
$296 - $353
|
1.64K
$392K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.14% |
$148 - $177
|
740
$177K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$148 - $177
|
2.29K
$549K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.19% |
$148 - $177
|
525
$126K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.09% |
$148 - $177
|
1.08K
$258K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$148 - $177
|
5.16K
$1.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.44% |
$148 - $177
|
227
$54.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.1% |
$148 - $177
|
979
$234K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.12% |
$148 - $177
|
857
$205K
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1+ 0.05% |
$148 - $177
|
1.91K
$456K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.21% |
$148 - $177
|
468
$112K
|