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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-114- 1.27% |
$16.9K - $20.1K
|
8.85K
$2.14M
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-115- 8.12% |
$17K - $20.3K
|
1.3K
$315K
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-115- 8.54% |
$17K - $20.3K
|
1.23K
$298K
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-120- 3.46% |
$17.8K - $21.2K
|
3.35K
$809K
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-120- 1.11% |
$17.8K - $21.2K
|
10.7K
$2.58M
|
|
Feb 11, 2022
Q4 2021
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-120- 8.49% |
$17.8K - $21.2K
|
1.29K
$313K
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-123- 2.76% |
$18.2K - $21.7K
|
4.34K
$1.05M
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-124- 8.63% |
$18.4K - $21.9K
|
1.31K
$318K
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-125- 9.38% |
$18.5K - $22.1K
|
1.21K
$292K
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-125Closed |
$18.5K - $22.1K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-127- 2.65% |
$18.8K - $22.4K
|
4.66K
$1.13M
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-128- 3.91% |
$19K - $22.6K
|
3.15K
$761K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-128- 3.54% |
$19K - $22.6K
|
3.49K
$843K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-130- 0.24% |
$19.2K - $23K
|
53.1K
$12.8M
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-132- 3.61% |
$19.5K - $23.3K
|
3.53K
$853K
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-134- 1.54% |
$19.8K - $23.7K
|
8.58K
$2.07M
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-135- 1.7% |
$20K - $23.8K
|
7.79K
$1.88M
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-135- 2.59% |
$20K - $23.8K
|
5.08K
$1.23M
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-139- 7.36% |
$20.6K - $24.6K
|
1.75K
$423K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-140- 3.37% |
$20.7K - $24.7K
|
4.02K
$972K
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-143- 0.77% |
$21.2K - $25.3K
|
18.5K
$4.48M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-144- 5.91% |
$21.3K - $25.4K
|
2.29K
$554K
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-145- 0.4% |
$21.5K - $25.6K
|
35.7K
$8.64M
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-146- 3.75% |
$21.6K - $25.8K
|
3.75K
$906K
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-150- 1.43% |
$22.2K - $26.5K
|
10.3K
$2.5M
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-151- 4.48% |
$22.4K - $26.7K
|
3.22K
$779K
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-153- 3.75% |
$22.7K - $27K
|
3.93K
$950K
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-154- 3.52% |
$22.8K - $27.2K
|
4.22K
$1.02M
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-159- 3.74% |
$23.5K - $28.1K
|
4.09K
$990K
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-160- 16.33% |
$23.7K - $28.3K
|
820
$198K
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-162- 5.18% |
$24K - $28.6K
|
2.97K
$717K
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-164- 2.11% |
$24.3K - $29K
|
7.61K
$1.84M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-168- 2.28% |
$24.9K - $29.7K
|
7.19K
$1.74M
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-168- 2.52% |
$24.9K - $29.7K
|
6.49K
$1.57M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-169- 4.19% |
$25K - $29.9K
|
3.87K
$935K
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-171- 21.35% |
$25.3K - $30.2K
|
630
$152K
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-172- 0.34% |
$25.5K - $30.4K
|
51K
$12.3M
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-178- 1.07% |
$26.4K - $31.4K
|
16.5K
$4M
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-178- 5.98% |
$26.4K - $31.4K
|
2.8K
$677K
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-178- 4.91% |
$26.4K - $31.4K
|
3.45K
$833K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-179- 2.27% |
$26.5K - $31.6K
|
7.71K
$1.86M
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-180- 4.17% |
$26.7K - $31.8K
|
4.14K
$1M
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
SELL
|
- |
-184- 9.56% |
$27.2K - $32.5K
|
1.74K
$421K
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-184- 1.22% |
$27.2K - $32.5K
|
14.9K
$3.61M
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-190- 13.1% |
$28.1K - $33.6K
|
1.26K
$305K
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-191- 0.43% |
$28.3K - $33.7K
|
43.8K
$10.6M
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-198- 3.35% |
$29.3K - $35K
|
5.71K
$1.38M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-199- 0.38% |
$29.5K - $35.2K
|
51.6K
$12.5M
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-200- 1.04% |
$29.6K - $35.3K
|
19K
$4.59M
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-200- 12.04% |
$29.6K - $35.3K
|
1.46K
$353K
|