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
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-117- 6.36% |
$13.6K - $15.9K
|
1.72K
$413K
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-118- 1.39% |
$13.8K - $16.1K
|
8.36K
$2M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-118- 0.28% |
$13.8K - $16.1K
|
42.1K
$10.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-122- 5.5% |
$14.2K - $16.6K
|
2.1K
$502K
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-122- 0.14% |
$14.2K - $16.6K
|
86K
$20.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-124- 6.42% |
$14.5K - $16.9K
|
1.81K
$432K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-127- 4.83% |
$14.8K - $17.3K
|
2.5K
$599K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-128- 7.16% |
$14.9K - $17.4K
|
1.66K
$397K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-131- 1.12% |
$15.3K - $17.8K
|
11.5K
$2.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-131- 21.03% |
$15.3K - $17.8K
|
492
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-138- 16.87% |
$16.1K - $18.8K
|
680
$163K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-139- 1.37% |
$16.2K - $18.9K
|
10K
$2.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-140- 2.82% |
$16.3K - $19.1K
|
4.82K
$1.15M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-141- 7.99% |
$16.4K - $19.2K
|
1.62K
$388K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-144- 2.42% |
$16.8K - $19.6K
|
5.8K
$1.39M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-146- 10.64% |
$17K - $19.9K
|
1.23K
$293K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-146- 10.64% |
$17K - $19.9K
|
1.23K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-147- 7.66% |
$17.1K - $20K
|
1.77K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-148- 1.78% |
$17.3K - $20.2K
|
8.19K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-149- 6.61% |
$17.4K - $20.3K
|
2.11K
$504K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-151- 0.45% |
$17.6K - $20.6K
|
33.3K
$7.97M
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-153- 0.49% |
$17.8K - $20.8K
|
31.2K
$7.46M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
SELL
|
- |
-155- 3.5% |
$18.1K - $21.1K
|
4.28K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-159- 1.49% |
$18.5K - $21.6K
|
10.5K
$2.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-160- 1.31% |
$18.6K - $21.8K
|
12.1K
$2.89M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-161- 1.62% |
$18.8K - $21.9K
|
9.76K
$2.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-162- 1.28% |
$18.9K - $22.1K
|
12.5K
$2.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-162- 9.14% |
$18.9K - $22.1K
|
1.61K
$386K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-162- 1.84% |
$18.9K - $22.1K
|
8.63K
$2.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-164- 4.91% |
$19.1K - $22.3K
|
3.18K
$760K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-166- 1.02% |
$19.3K - $22.6K
|
16.1K
$3.85M
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-174- 7.72% |
$20.3K - $23.7K
|
2.08K
$498K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-174- 3.79% |
$20.3K - $23.7K
|
4.42K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-175- 3.39% |
$20.4K - $23.8K
|
4.99K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-176- 0.15% |
$20.5K - $24K
|
116K
$27.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-177- 6.61% |
$20.6K - $24.1K
|
2.5K
$598K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-178- 22.88% |
$20.7K - $24.2K
|
600
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-178- 2.61% |
$20.7K - $24.2K
|
6.65K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-178- 7.54% |
$20.7K - $24.2K
|
2.18K
$522K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-180- 5.04% |
$21K - $24.5K
|
3.39K
$811K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-181- 5.71% |
$21.1K - $24.6K
|
2.99K
$715K
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-185- 0.29% |
$21.6K - $25.2K
|
63K
$15.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-186- 2.68% |
$21.7K - $25.3K
|
6.77K
$1.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-190- 6.9% |
$22.1K - $25.9K
|
2.57K
$614K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-192- 25.98% |
$22.4K - $26.1K
|
547
$131K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-196- 1.43% |
$22.8K - $26.7K
|
13.5K
$3.23M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-198- 4.42% |
$23.1K - $27K
|
4.28K
$1.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-198- 5.14% |
$23.1K - $27K
|
3.66K
$875K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-199- 8.63% |
$23.2K - $27.1K
|
2.11K
$504K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-200- 3.51% |
$23.3K - $27.2K
|
5.5K
$1.31M
|