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 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-339- 5.06% |
$39.5K - $46.2K
|
6.37K
$1.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-341- 2.55% |
$39.7K - $46.4K
|
13K
$3.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-341- 2.15% |
$39.7K - $46.4K
|
15.5K
$3.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-343- 4.39% |
$40K - $46.7K
|
7.47K
$1.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-350- 1.95% |
$40.8K - $47.7K
|
17.6K
$4.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-364- 4.75% |
$42.4K - $49.6K
|
7.29K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-365- 7.42% |
$42.5K - $49.7K
|
4.55K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-374- 1.92% |
$43.6K - $50.9K
|
19.1K
$4.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-375- 14.37% |
$43.7K - $51.1K
|
2.24K
$540K
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-378- 10.38% |
$44.1K - $51.5K
|
3.26K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-380- 24.56% |
$44.3K - $51.7K
|
1.17K
$282K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-387- 6.56% |
$45.1K - $52.7K
|
5.51K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-395- 8.01% |
$46K - $53.8K
|
4.54K
$1.1M
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-400- 59.26% |
$46.6K - $54.5K
|
275
$66.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-400- 7.6% |
$46.6K - $54.5K
|
4.87K
$1.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-403- 6.84% |
$47K - $54.9K
|
5.49K
$1.33M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-412- 2.39% |
$48K - $56.1K
|
16.8K
$4.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-415- 2.33% |
$48.4K - $56.5K
|
17.4K
$4.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-422- 8.78% |
$49.2K - $57.5K
|
4.39K
$1.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-423- 18.42% |
$49.3K - $57.6K
|
1.87K
$453K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-428- 10.11% |
$49.9K - $58.3K
|
3.8K
$920K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-429- 16.26% |
$50K - $58.4K
|
2.21K
$534K
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-431- 27.52% |
$50.2K - $58.7K
|
1.14K
$274K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-435- 1.03% |
$50.7K - $59.2K
|
41.8K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-454- 2.45% |
$52.9K - $61.8K
|
18.1K
$4.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-455- 0.6% |
$53K - $61.9K
|
75.8K
$18.3M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-463- 8.37% |
$54K - $63K
|
5.07K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-465- 7.55% |
$54.2K - $63.3K
|
5.69K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-476- 2.89% |
$55.5K - $64.8K
|
16K
$3.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-481- 15.11% |
$56.1K - $65.5K
|
2.7K
$654K
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-481- 2.24% |
$56.1K - $65.5K
|
21K
$5.09M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-485- 12.4% |
$56.5K - $66K
|
3.43K
$828K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-500- 18.28% |
$58.3K - $68.1K
|
2.24K
$540K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-500- 7.46% |
$58.3K - $68.1K
|
6.2K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-500- 8.73% |
$58.3K - $68.1K
|
5.23K
$1.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-519- 5.55% |
$60.5K - $70.7K
|
8.84K
$2.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-523- 3.44% |
$61K - $71.2K
|
14.7K
$3.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-527- 4.38% |
$61.4K - $71.8K
|
11.5K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-527- 2.75% |
$61.4K - $71.8K
|
18.6K
$4.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-528- 1.57% |
$61.5K - $71.9K
|
33K
$7.99M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-534- 22.71% |
$62.2K - $72.7K
|
1.82K
$439K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-535- 4.74% |
$62.4K - $72.8K
|
10.8K
$2.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-544- 5.93% |
$63.4K - $74.1K
|
8.63K
$2.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-545- 15.1% |
$63.5K - $74.2K
|
3.06K
$741K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-560- 4.39% |
$65.3K - $76.2K
|
12.2K
$2.95M
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-570- 0.5% |
$66.4K - $77.6K
|
113K
$27.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-571- 12.74% |
$66.6K - $77.7K
|
3.91K
$946K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-578- 1.95% |
$67.4K - $78.7K
|
29.1K
$7.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-583- 2.81% |
$68K - $79.4K
|
20.1K
$4.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-583- 36.83% |
$68K - $79.4K
|
1K
$242K
|