Purchases and Sales Made in Q4 2022 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 2022. 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 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
922+ 5.32% |
$107K - $126K
|
18.3K
$4.42M
|
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
912+ 11.08% |
$106K - $124K
|
9.15K
$2.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
911+ 4.88% |
$106K - $124K
|
19.6K
$4.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
910+ 51.12% |
$106K - $124K
|
2.69K
$650K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
877+ 1.31% |
$102K - $119K
|
67.7K
$16.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
876New |
$102K - $119K
|
876
$212K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
850+ 17.03% |
$99.1K - $116K
|
5.84K
$1.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
841+ 12.39% |
$98K - $115K
|
7.63K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
841+ 0.4% |
$98K - $115K
|
209K
$50.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
827+ 8.98% |
$96.4K - $113K
|
10K
$2.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
825+ 11.33% |
$96.2K - $112K
|
8.11K
$1.96M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
808+ 20.56% |
$94.2K - $110K
|
4.74K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
806+ 23.87% |
$93.9K - $110K
|
4.18K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
803+ 2.41% |
$93.6K - $109K
|
34.2K
$8.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
779+ 4.36% |
$90.8K - $106K
|
18.6K
$4.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
771+ 7.94% |
$89.9K - $105K
|
10.5K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
762+ 6.54% |
$88.8K - $104K
|
12.4K
$3M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
761+ 4.73% |
$88.7K - $104K
|
16.8K
$4.07M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
751+ 2.29% |
$87.5K - $102K
|
33.5K
$8.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
743+ 4.28% |
$86.6K - $101K
|
18.1K
$4.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
741+ 9.02% |
$86.4K - $101K
|
8.95K
$2.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
741+ 3.42% |
$86.4K - $101K
|
22.4K
$5.41M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
737+ 19.79% |
$85.9K - $100K
|
4.46K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
732+ 2.55% |
$85.3K - $99.7K
|
29.4K
$7.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
732New |
$85.3K - $99.7K
|
732
$177K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
731+ 5.04% |
$85.2K - $99.5K
|
15.2K
$3.69M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
727+ 22.33% |
$84.7K - $99K
|
3.98K
$963K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
700New |
$81.6K - $95.3K
|
700
$169K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
700+ 0.43% |
$81.6K - $95.3K
|
162K
$39.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
695+ 21.62% |
$81K - $94.6K
|
3.91K
$945K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
694+ 13.2% |
$80.9K - $94.5K
|
5.95K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
691+ 8.83% |
$80.5K - $94.1K
|
8.51K
$2.06M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
686+ 3.49% |
$80K - $93.4K
|
20.3K
$4.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
670New |
$78.1K - $91.2K
|
670
$162K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
662+ 13.04% |
$77.2K - $90.1K
|
5.74K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
657New |
$76.6K - $89.5K
|
657
$159K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
650+ 3.24% |
$75.8K - $88.5K
|
20.7K
$5.01M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
643New |
$74.9K - $87.5K
|
643
$155K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
640+ 12.13% |
$74.6K - $87.1K
|
5.92K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
632New |
$73.7K - $86K
|
632
$153K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
629New |
$73.3K - $85.6K
|
629
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
623+ 10.94% |
$72.6K - $84.8K
|
6.32K
$1.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
613+ 3.69% |
$71.5K - $83.5K
|
17.2K
$4.17M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
612+ 2.09% |
$71.3K - $83.3K
|
29.9K
$7.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
604+ 7.11% |
$70.4K - $82.2K
|
9.09K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
603+ 16.06% |
$70.3K - $82.1K
|
4.36K
$1.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
602+ 31.05% |
$70.2K - $82K
|
2.54K
$614K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
600New |
$69.9K - $81.7K
|
600
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
595+ 19.0% |
$69.4K - $81K
|
3.73K
$901K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
590+ 5.6% |
$68.8K - $80.3K
|
11.1K
$2.69M
|