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
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
27.9KNew |
$4.12M - $4.92M
|
27.9K
$6.73M
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
27.5KNew |
$4.07M - $4.85M
|
27.5K
$6.64M
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
26.7K+ 191.01% |
$3.96M - $4.72M
|
40.7K
$9.85M
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
26.5KNew |
$3.93M - $4.69M
|
26.5K
$6.42M
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
24.4KNew |
$3.61M - $4.3M
|
24.4K
$5.89M
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
24.1KNew |
$3.57M - $4.26M
|
24.1K
$5.83M
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
24KNew |
$3.55M - $4.24M
|
24K
$5.81M
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
23.8K+ 725.84% |
$3.53M - $4.21M
|
27.1K
$6.55M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23.6K+ 164.64% |
$3.5M - $4.17M
|
38K
$9.18M
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23.6K+ 164.64% |
$3.5M - $4.17M
|
38K
$9.18M
|
|
Feb 14, 2022
Q4 2021
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
23.2KNew |
$3.43M - $4.1M
|
23.2K
$5.61M
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
22.6KNew |
$3.35M - $4M
|
22.6K
$5.48M
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
22.3KNew |
$3.3M - $3.94M
|
22.3K
$5.4M
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
21.8KNew |
$3.23M - $3.85M
|
21.8K
$5.27M
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
21.6K+ 181.76% |
$3.19M - $3.81M
|
33.4K
$8.09M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
21.1K+ 5.95% |
$3.13M - $3.73M
|
376K
$90.9M
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.1K+ 107.49% |
$3.12M - $3.73M
|
40.7K
$9.85M
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
21KNew |
$3.11M - $3.72M
|
21K
$5.09M
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
21K+ 452.66% |
$3.1M - $3.7M
|
25.6K
$6.19M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.9K+ 89.37% |
$3.09M - $3.69M
|
44.2K
$10.7M
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
20KNew |
$2.96M - $3.54M
|
20K
$4.84M
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
19.8KNew |
$2.93M - $3.49M
|
19.8K
$4.78M
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
19.6K+ 66.52% |
$2.9M - $3.46M
|
49K
$11.9M
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.4K+ 11.24% |
$2.87M - $3.43M
|
192K
$46.4M
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.4KNew |
$2.87M - $3.42M
|
19.4K
$4.69M
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$2.87M - $3.42M
|
19.4K
$4.68M
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
BUY
|
- |
18.5KNew |
$2.73M - $3.26M
|
18.5K
$4.47M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.4KNew |
$2.73M - $3.26M
|
18.4K
$4.46M
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
18.2KNew |
$2.69M - $3.21M
|
18.2K
$4.39M
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18KNew |
$2.67M - $3.18M
|
18K
$4.36M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.8K+ 32.38% |
$2.64M - $3.15M
|
72.8K
$17.6M
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
17.8K+ 181.63% |
$2.64M - $3.14M
|
27.6K
$6.67M
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
17.4KNew |
$2.58M - $3.08M
|
17.4K
$4.21M
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
17.2K+ 4.93% |
$2.54M - $3.03M
|
365K
$88.3M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
17.1K+ 22.88% |
$2.53M - $3.02M
|
91.7K
$22.2M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.1KNew |
$2.53M - $3.01M
|
17.1K
$4.12M
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
16.6K+ 5.07% |
$2.46M - $2.94M
|
344K
$83.3M
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16.2K+ 24.4% |
$2.4M - $2.86M
|
82.5K
$20M
|
|
Feb 14, 2022
Q4 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$2.38M - $2.84M
|
16.1K
$3.89M
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
16KNew |
$2.37M - $2.83M
|
16K
$3.88M
|
|
Feb 14, 2022
Q4 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
15.9K+ 177.66% |
$2.36M - $2.81M
|
24.9K
$6.02M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.8KNew |
$2.34M - $2.8M
|
15.8K
$3.83M
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
15K+ 7.28% |
$2.23M - $2.66M
|
221K
$53.5M
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
14.8K+ 10.2% |
$2.2M - $2.62M
|
160K
$38.8M
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.8K+ 10.51% |
$2.19M - $2.61M
|
156K
$37.6M
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
14.8K+ 27.56% |
$2.18M - $2.61M
|
68.3K
$16.5M
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
14.7K+ 9.18% |
$2.18M - $2.6M
|
175K
$42.3M
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
14.7KNew |
$2.17M - $2.59M
|
14.7K
$3.55M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 19.31% |
$2.16M - $2.58M
|
90.2K
$21.8M
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
14.6KNew |
$2.16M - $2.58M
|
14.6K
$3.53M
|