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 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
294+ 4.58% |
$34.3K - $40K
|
6.72K
$1.61M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
294+ 11.56% |
$34.3K - $40K
|
2.84K
$679K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
289+ 1.08% |
$33.7K - $39.3K
|
27.1K
$6.49M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
289New |
$33.7K - $39.3K
|
289
$69.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
284+ 2.31% |
$33.1K - $38.7K
|
12.6K
$3.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
283+ 4.79% |
$33K - $38.5K
|
6.2K
$1.48M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
280+ 11.73% |
$32.6K - $38.1K
|
2.67K
$638K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
277+ 15.05% |
$32.3K - $37.7K
|
2.12K
$507K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
275New |
$32.1K - $37.4K
|
275
$65.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
272New |
$31.7K - $37K
|
272
$65.1K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
267+ 121.36% |
$31.1K - $36.4K
|
487
$117K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
264+ 0.15% |
$30.8K - $35.9K
|
172K
$41.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
264+ 1.12% |
$30.8K - $35.9K
|
23.9K
$5.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
262+ 13.81% |
$30.5K - $35.7K
|
2.16K
$517K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
262+ 3.95% |
$30.5K - $35.7K
|
6.9K
$1.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
261+ 23.1% |
$30.4K - $35.5K
|
1.39K
$333K
|
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
257New |
$30K - $35K
|
257
$61.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
254+ 3.47% |
$29.6K - $34.6K
|
7.57K
$1.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
249+ 2.49% |
$29K - $33.9K
|
10.3K
$2.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
248+ 2.28% |
$28.9K - $33.8K
|
11.1K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
245+ 120.1% |
$28.6K - $33.4K
|
449
$107K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
240+ 10.3% |
$28K - $32.7K
|
2.57K
$615K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
238+ 83.22% |
$27.7K - $32.4K
|
524
$125K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
232+ 3.96% |
$27K - $31.6K
|
6.09K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
231+ 2.25% |
$26.9K - $31.5K
|
10.5K
$2.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
224+ 4.25% |
$26.1K - $30.5K
|
5.49K
$1.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
224New |
$26.1K - $30.5K
|
224
$53.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
213+ 25.27% |
$24.8K - $29K
|
1.06K
$253K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
207+ 1.54% |
$24.1K - $28.2K
|
13.6K
$3.26M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
203New |
$23.7K - $27.6K
|
203
$48.6K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
202+ 7.01% |
$23.5K - $27.5K
|
3.09K
$738K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200+ 25.45% |
$23.3K - $27.2K
|
986
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
198+ 1.08% |
$23.1K - $27K
|
18.6K
$4.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
197+ 1.97% |
$23K - $26.8K
|
10.2K
$2.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
197+ 0.2% |
$23K - $26.8K
|
98.3K
$23.5M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
193New |
$22.5K - $26.3K
|
193
$46.2K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
192+ 3.39% |
$22.4K - $26.1K
|
5.85K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
177+ 4.01% |
$20.6K - $24.1K
|
4.59K
$1.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
170+ 4.69% |
$19.8K - $23.1K
|
3.8K
$908K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
169+ 5.45% |
$19.7K - $23K
|
3.27K
$783K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
167+ 0.97% |
$19.5K - $22.7K
|
17.4K
$4.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
165+ 0.8% |
$19.2K - $22.5K
|
20.8K
$4.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
160+ 8.69% |
$18.6K - $21.8K
|
2K
$479K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
158+ 1.76% |
$18.4K - $21.5K
|
9.13K
$2.19M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
158+ 3.46% |
$18.4K - $21.5K
|
4.72K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
155+ 6.34% |
$18.1K - $21.1K
|
2.6K
$622K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
154+ 4.37% |
$18K - $21K
|
3.68K
$881K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
154+ 10.36% |
$18K - $21K
|
1.64K
$392K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
151+ 6.16% |
$17.6K - $20.6K
|
2.6K
$622K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
148+ 5.91% |
$17.3K - $20.2K
|
2.65K
$635K
|