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 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.05% |
$117 - $136
|
96
$23K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.27% |
$117 - $136
|
370
$88.5K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$117 - $136
|
2.57K
$616K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$117 - $136
|
19.7K
$4.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$117 - $136
|
6.58K
$1.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.18% |
$117 - $136
|
571
$137K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1+ 0.02% |
$117 - $136
|
5.56K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$117 - $136
|
2.66K
$637K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.14% |
$117 - $136
|
698
$167K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.0% |
$117 - $136
|
31.3K
$7.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1+ 0.02% |
$117 - $136
|
5.51K
$1.32M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.21% |
$117 - $136
|
471
$113K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.02% |
$117 - $136
|
4.12K
$985K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.07% |
$117 - $136
|
1.45K
$347K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-4- 0.12% |
$466 - $545
|
3.44K
$822K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4- 0.08% |
$466 - $545
|
5.08K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.57% |
$583 - $681
|
874
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-8- 6.67% |
$932 - $1.09K
|
112
$26.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-9- 0.25% |
$1.05K - $1.23K
|
3.59K
$860K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-10- 0.17% |
$1.17K - $1.36K
|
5.89K
$1.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-11- 0.5% |
$1.28K - $1.5K
|
2.19K
$523K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-11- 0.05% |
$1.28K - $1.5K
|
20.3K
$4.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11- 0.17% |
$1.28K - $1.5K
|
6.5K
$1.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-12- 0.14% |
$1.4K - $1.63K
|
8.65K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12- 0.2% |
$1.4K - $1.63K
|
5.86K
$1.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-14- 0.15% |
$1.63K - $1.91K
|
9.4K
$2.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-16- 0.82% |
$1.86K - $2.18K
|
1.94K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-16- 0.55% |
$1.86K - $2.18K
|
2.9K
$694K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-17- 12.69% |
$1.98K - $2.31K
|
117
$28K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-17- 0.17% |
$1.98K - $2.31K
|
10.3K
$2.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-19- 0.2% |
$2.21K - $2.59K
|
9.4K
$2.25M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-21- 0.24% |
$2.45K - $2.86K
|
8.9K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-24- 1.63% |
$2.8K - $3.27K
|
1.45K
$347K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
SELL
|
- |
-28- 1.08% |
$3.26K - $3.81K
|
2.56K
$613K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-28- 4.86% |
$3.26K - $3.81K
|
548
$131K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-29- 0.28% |
$3.38K - $3.95K
|
10.4K
$2.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-30- 17.86% |
$3.5K - $4.08K
|
138
$33K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-30- 0.04% |
$3.5K - $4.08K
|
69.6K
$16.6M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-31- 0.13% |
$3.61K - $4.22K
|
23.8K
$5.7M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-31- 1.1% |
$3.61K - $4.22K
|
2.78K
$664K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-32- 5.41% |
$3.73K - $4.36K
|
559
$134K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-34- 1.05% |
$3.96K - $4.63K
|
3.2K
$765K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-34- 4.09% |
$3.96K - $4.63K
|
798
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-34- 0.4% |
$3.96K - $4.63K
|
8.57K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-36- 0.19% |
$4.2K - $4.9K
|
18.6K
$4.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-40- 6.99% |
$4.66K - $5.45K
|
532
$127K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-41- 13.76% |
$4.78K - $5.58K
|
257
$61.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-41- 0.55% |
$4.78K - $5.58K
|
7.4K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-42- 1.97% |
$4.9K - $5.72K
|
2.09K
$499K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-43- 2.2% |
$5.01K - $5.85K
|
1.91K
$457K
|