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 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
30+ 0.78% |
$3.5K - $4.08K
|
3.89K
$930K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
28New |
$3.26K - $3.81K
|
28
$6.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
26+ 0.68% |
$3.03K - $3.54K
|
3.82K
$915K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25New |
$2.91K - $3.4K
|
25
$5.98K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21+ 0.13% |
$2.45K - $2.86K
|
15.9K
$3.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
21+ 0.06% |
$2.45K - $2.86K
|
37.9K
$9.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20+ 3.0% |
$2.33K - $2.72K
|
686
$164K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
19+ 0.1% |
$2.21K - $2.59K
|
18.6K
$4.45M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
17+ 0.96% |
$1.98K - $2.31K
|
1.79K
$429K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 2.39% |
$1.98K - $2.31K
|
729
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16New |
$1.86K - $2.18K
|
16
$3.83K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
15+ 0.18% |
$1.75K - $2.04K
|
8.23K
$1.97M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 0.91% |
$1.52K - $1.77K
|
1.44K
$345K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
13+ 0.54% |
$1.52K - $1.77K
|
2.4K
$575K
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
11+ 0.28% |
$1.28K - $1.5K
|
3.95K
$945K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
11+ 0.12% |
$1.28K - $1.5K
|
9.4K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 9.65% |
$1.28K - $1.5K
|
125
$29.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
11+ 0.2% |
$1.28K - $1.5K
|
5.6K
$1.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
10+ 0.45% |
$1.17K - $1.36K
|
2.25K
$538K
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
10+ 0.51% |
$1.17K - $1.36K
|
1.95K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.24% |
$1.17K - $1.36K
|
4.22K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10+ 0.22% |
$1.17K - $1.36K
|
4.61K
$1.1M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10+ 0.32% |
$1.17K - $1.36K
|
3.14K
$751K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
9+ 0.29% |
$1.05K - $1.23K
|
3.12K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9+ 0.15% |
$1.05K - $1.23K
|
5.94K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 0.17% |
$1.05K - $1.23K
|
5.25K
$1.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 1.7% |
$932 - $1.09K
|
478
$114K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8+ 0.29% |
$932 - $1.09K
|
2.81K
$673K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8New |
$932 - $1.09K
|
8
$1.91K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7+ 0.14% |
$816 - $953
|
4.98K
$1.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6+ 0.3% |
$699 - $817
|
2.02K
$482K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.21% |
$583 - $681
|
2.41K
$576K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 0.14% |
$583 - $681
|
3.5K
$838K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$583 - $681
|
3.37K
$806K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4+ 0.13% |
$466 - $545
|
2.99K
$714K
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
4+ 0.22% |
$466 - $545
|
1.86K
$444K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.2% |
$466 - $545
|
2K
$478K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.24% |
$466 - $545
|
1.71K
$408K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4+ 0.14% |
$466 - $545
|
2.85K
$682K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4+ 0.04% |
$466 - $545
|
10.1K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.05% |
$466 - $545
|
8.32K
$1.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3+ 0.04% |
$350 - $408
|
7.82K
$1.87M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3+ 0.1% |
$350 - $408
|
3.09K
$738K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3+ 0.14% |
$350 - $408
|
2.12K
$507K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3+ 0.06% |
$350 - $408
|
4.9K
$1.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2+ 0.0% |
$233 - $272
|
67.9K
$16.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.1% |
$233 - $272
|
2.02K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.17% |
$233 - $272
|
1.19K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2New |
$233 - $272
|
2
$479
|
|
|
Feb 10, 2023
Q4 2022
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1+ 0.05% |
$117 - $136
|
1.82K
$436K
|