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 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
585+ 1.63% |
$68.2K - $79.6K
|
36.4K
$8.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
576+ 1.92% |
$67.1K - $78.4K
|
30.6K
$7.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
567+ 14.55% |
$66.1K - $77.2K
|
4.46K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
565+ 29.82% |
$65.9K - $76.9K
|
2.46K
$589K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
565+ 11.14% |
$65.9K - $76.9K
|
5.64K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
557+ 5.62% |
$64.9K - $75.8K
|
10.5K
$2.51M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
557+ 12.19% |
$64.9K - $75.8K
|
5.13K
$1.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
556+ 1.64% |
$64.8K - $75.7K
|
34.4K
$8.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
552+ 6.76% |
$64.3K - $75.2K
|
8.72K
$2.09M
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
552+ 6.76% |
$64.3K - $75.2K
|
8.72K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
544+ 9.65% |
$63.4K - $74.1K
|
6.18K
$1.48M
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
544+ 26.89% |
$63.4K - $74.1K
|
2.57K
$614K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
536+ 11.66% |
$62.5K - $73K
|
5.13K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
533+ 7.08% |
$62.1K - $72.6K
|
8.06K
$1.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
530+ 2.13% |
$61.8K - $72.2K
|
25.4K
$6.07M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
529+ 17.44% |
$61.7K - $72K
|
3.56K
$852K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
519+ 2.5% |
$60.5K - $70.7K
|
21.3K
$5.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
513+ 5.45% |
$59.8K - $69.8K
|
9.92K
$2.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
492+ 3.68% |
$57.3K - $67K
|
13.9K
$3.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
483+ 2.66% |
$56.3K - $65.8K
|
18.7K
$4.46M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
472+ 17.34% |
$55K - $64.3K
|
3.19K
$764K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
469New |
$54.7K - $63.9K
|
469
$112K
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
464+ 11.79% |
$54.1K - $63.2K
|
4.4K
$1.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
461+ 15.95% |
$53.7K - $62.8K
|
3.35K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
450+ 152.03% |
$52.5K - $61.3K
|
746
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
450+ 5.81% |
$52.5K - $61.3K
|
8.2K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
447+ 31.72% |
$52.1K - $60.9K
|
1.86K
$444K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
438+ 0.9% |
$51.1K - $59.6K
|
49.3K
$11.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
436+ 0.47% |
$50.8K - $59.4K
|
92.8K
$22.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
435+ 1.38% |
$50.7K - $59.2K
|
32K
$7.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
423+ 3.94% |
$49.3K - $57.6K
|
11.2K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
405New |
$47.2K - $55.1K
|
405
$96.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
403+ 1.27% |
$47K - $54.9K
|
32.1K
$7.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
402New |
$46.9K - $54.7K
|
402
$96.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
390+ 4.91% |
$45.5K - $53.1K
|
8.34K
$1.99M
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
390+ 7.1% |
$45.5K - $53.1K
|
5.89K
$1.41M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
373+ 2.18% |
$43.5K - $50.8K
|
17.5K
$4.19M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
360+ 8.65% |
$42K - $49K
|
4.52K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
357+ 8.46% |
$41.6K - $48.6K
|
4.58K
$1.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
356+ 12.97% |
$41.5K - $48.5K
|
3.1K
$742K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
347+ 5.1% |
$40.4K - $47.2K
|
7.15K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
340+ 1.67% |
$39.6K - $46.3K
|
20.7K
$4.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
334+ 1.03% |
$38.9K - $45.5K
|
32.9K
$7.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
334New |
$38.9K - $45.5K
|
334
$79.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
314+ 1.57% |
$36.6K - $42.8K
|
20.3K
$4.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
306+ 1.14% |
$35.7K - $41.7K
|
27.2K
$6.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
303+ 9.6% |
$35.3K - $41.3K
|
3.46K
$827K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
300+ 20.66% |
$35K - $40.8K
|
1.75K
$419K
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
299+ 0.28% |
$34.9K - $40.7K
|
106K
$25.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
294+ 14.94% |
$34.3K - $40K
|
2.26K
$541K
|