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
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-200- 1.5% |
$23.3K - $27.2K
|
13.1K
$3.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 1.64% |
$23.3K - $27.2K
|
12K
$2.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-204- 1.34% |
$23.8K - $27.8K
|
15K
$3.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-209- 6.2% |
$24.4K - $28.5K
|
3.16K
$756K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-210- 2.18% |
$24.5K - $28.6K
|
9.44K
$2.26M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-213- 5.97% |
$24.8K - $29K
|
3.35K
$802K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-215- 4.95% |
$25.1K - $29.3K
|
4.13K
$989K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-217- 2.0% |
$25.3K - $29.5K
|
10.7K
$2.55M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-218- 12.19% |
$25.4K - $29.7K
|
1.57K
$376K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-219- 2.62% |
$25.5K - $29.8K
|
8.15K
$1.95M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-220- 2.02% |
$25.6K - $30K
|
10.7K
$2.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-222- 7.63% |
$25.9K - $30.2K
|
2.69K
$643K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-224- 5.03% |
$26.1K - $30.5K
|
4.23K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-226- 5.4% |
$26.3K - $30.8K
|
3.96K
$947K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-229- 5.39% |
$26.7K - $31.2K
|
4.02K
$963K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-231- 3.78% |
$26.9K - $31.5K
|
5.88K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-232- 0.71% |
$27K - $31.6K
|
32.4K
$7.76M
|
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
SELL
|
- |
-237- 0.74% |
$27.6K - $32.3K
|
31.6K
$7.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-237- 8.82% |
$27.6K - $32.3K
|
2.45K
$586K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-238- 1.76% |
$27.7K - $32.4K
|
13.3K
$3.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-238- 18.34% |
$27.7K - $32.4K
|
1.06K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-240- 28.71% |
$28K - $32.7K
|
596
$143K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-246- 6.45% |
$28.7K - $33.5K
|
3.57K
$853K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-249- 9.58% |
$29K - $33.9K
|
2.35K
$562K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-250- 2.83% |
$29.1K - $34K
|
8.57K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 66.49% |
$29.1K - $34K
|
126
$30.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-253- 7.48% |
$29.5K - $34.4K
|
3.13K
$749K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-257- 0.49% |
$30K - $35K
|
52.2K
$12.5M
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-265- 2.19% |
$30.9K - $36.1K
|
11.9K
$2.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-266- 1.56% |
$31K - $36.2K
|
16.8K
$4.02M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-267- 4.01% |
$31.1K - $36.4K
|
6.39K
$1.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-274- 4.57% |
$31.9K - $37.3K
|
5.72K
$1.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-277- 1.81% |
$32.3K - $37.7K
|
15K
$3.59M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-277- 12.06% |
$32.3K - $37.7K
|
2.02K
$483K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-279- 8.93% |
$32.5K - $38K
|
2.85K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-283- 4.88% |
$33K - $38.5K
|
5.52K
$1.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-289- 1.11% |
$33.7K - $39.3K
|
25.7K
$6.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-293- 0.52% |
$34.2K - $39.9K
|
56.5K
$13.5M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-293- 2.6% |
$34.2K - $39.9K
|
11K
$2.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-297- 0.54% |
$34.6K - $40.4K
|
55.1K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-300- 11.08% |
$35K - $40.8K
|
2.41K
$576K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-310- 1.32% |
$36.1K - $42.2K
|
23.1K
$5.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-311- 4.39% |
$36.3K - $42.3K
|
6.78K
$1.62M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-320- 2.61% |
$37.3K - $43.6K
|
11.9K
$2.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-323- 8.73% |
$37.6K - $44K
|
3.38K
$808K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-325- 4.0% |
$37.9K - $44.2K
|
7.81K
$1.87M
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-325- 11.0% |
$37.9K - $44.2K
|
2.63K
$629K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-326- 9.62% |
$38K - $44.4K
|
3.06K
$733K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-335- 6.22% |
$39K - $45.6K
|
5.05K
$1.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-339- 1.34% |
$39.5K - $46.2K
|
24.9K
$5.95M
|