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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
145+ 2.63% |
$16.9K - $19.7K
|
5.66K
$1.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
137+ 1.62% |
$16K - $18.7K
|
8.58K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
133+ 5.09% |
$15.5K - $18.1K
|
2.75K
$657K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
132+ 4.37% |
$15.4K - $18K
|
3.15K
$754K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
132+ 3.4% |
$15.4K - $18K
|
4.02K
$961K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
131New |
$15.3K - $17.8K
|
131
$31.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
130+ 8.44% |
$15.2K - $17.7K
|
1.67K
$400K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
123+ 4.39% |
$14.3K - $16.7K
|
2.92K
$699K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
122+ 1.2% |
$14.2K - $16.6K
|
10.3K
$2.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
122+ 4.88% |
$14.2K - $16.6K
|
2.62K
$627K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
121+ 2.37% |
$14.1K - $16.5K
|
5.22K
$1.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
120+ 0.52% |
$14K - $16.3K
|
23.3K
$5.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
120+ 1.58% |
$14K - $16.3K
|
7.69K
$1.84M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
120+ 75.0% |
$14K - $16.3K
|
280
$67K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
117New |
$13.6K - $15.9K
|
117
$28K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
109+ 1.71% |
$12.7K - $14.8K
|
6.49K
$1.55M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
105+ 3.46% |
$12.2K - $14.3K
|
3.14K
$752K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
105New |
$12.2K - $14.3K
|
105
$25.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
104+ 3.28% |
$12.1K - $14.2K
|
3.27K
$783K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
101New |
$11.8K - $13.8K
|
101
$24.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
101New |
$11.8K - $13.8K
|
101
$24.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
98+ 4.15% |
$11.4K - $13.3K
|
2.46K
$588K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
83+ 3.6% |
$9.67K - $11.3K
|
2.39K
$572K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
80+ 0.57% |
$9.32K - $10.9K
|
14.1K
$3.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
78+ 1.54% |
$9.09K - $10.6K
|
5.14K
$1.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
77+ 19.15% |
$8.98K - $10.5K
|
479
$115K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
76+ 3.3% |
$8.86K - $10.3K
|
2.38K
$569K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
74New |
$8.63K - $10.1K
|
74
$17.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
72+ 1028.57% |
$8.39K - $9.8K
|
79
$18.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
71+ 0.8% |
$8.28K - $9.67K
|
8.91K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
71New |
$8.28K - $9.67K
|
71
$17K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
70+ 0.2% |
$8.16K - $9.53K
|
35.4K
$8.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
70+ 2.89% |
$8.16K - $9.53K
|
2.49K
$597K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
68+ 0.53% |
$7.93K - $9.26K
|
12.9K
$3.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
67+ 8.17% |
$7.81K - $9.12K
|
887
$212K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
65+ 125.0% |
$7.58K - $8.85K
|
117
$28K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
63+ 0.72% |
$7.34K - $8.58K
|
8.81K
$2.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
62+ 1.3% |
$7.23K - $8.44K
|
4.84K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
59New |
$6.88K - $8.03K
|
59
$14.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
50+ 2.55% |
$5.83K - $6.81K
|
2.01K
$481K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
50+ 2.63% |
$5.83K - $6.81K
|
1.95K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
50+ 2.95% |
$5.83K - $6.81K
|
1.75K
$418K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
44+ 0.15% |
$5.13K - $5.99K
|
29.3K
$7.01M
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
43+ 1.28% |
$5.01K - $5.85K
|
3.4K
$813K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
40+ 0.62% |
$4.66K - $5.45K
|
6.47K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
40+ 0.34% |
$4.66K - $5.45K
|
11.8K
$2.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
39+ 16.6% |
$4.55K - $5.31K
|
274
$65.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
35New |
$4.08K - $4.77K
|
35
$8.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
34New |
$3.96K - $4.63K
|
34
$8.14K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
32+ 4.55% |
$3.73K - $4.36K
|
736
$176K
|