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 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-586- 21.74% |
$68.3K - $79.8K
|
2.11K
$510K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-586- 16.25% |
$68.3K - $79.8K
|
3.02K
$730K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-587- 3.3% |
$68.4K - $79.9K
|
17.2K
$4.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-593- 9.56% |
$69.1K - $80.7K
|
5.61K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-599- 6.68% |
$69.8K - $81.6K
|
8.36K
$2.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-601- 4.01% |
$70.1K - $81.8K
|
14.4K
$3.48M
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-604- 0.63% |
$70.4K - $82.2K
|
95.4K
$23.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-606- 6.44% |
$70.6K - $82.5K
|
8.8K
$2.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-615- 14.62% |
$71.7K - $83.7K
|
3.59K
$868K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-620- 25.39% |
$72.3K - $84.4K
|
1.82K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-623- 7.33% |
$72.6K - $84.8K
|
7.87K
$1.9M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-623- 7.33% |
$72.6K - $84.8K
|
7.87K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-625- 2.29% |
$72.9K - $85.1K
|
26.7K
$6.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-630- 10.15% |
$73.4K - $85.8K
|
5.58K
$1.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-637- 8.5% |
$74.2K - $86.7K
|
6.86K
$1.66M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-641- 9.9% |
$74.7K - $87.3K
|
5.83K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-642- 27.15% |
$74.8K - $87.4K
|
1.72K
$417K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-644- 7.01% |
$75.1K - $87.7K
|
8.55K
$2.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-664- 2.84% |
$77.4K - $90.4K
|
22.7K
$5.48M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-670- 7.18% |
$78.1K - $91.2K
|
8.67K
$2.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-680- 20.3% |
$79.3K - $92.6K
|
2.67K
$646K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-695- 7.04% |
$81K - $94.6K
|
9.18K
$2.22M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-702- 3.89% |
$81.8K - $95.6K
|
17.3K
$4.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-715- 11.75% |
$83.3K - $97.3K
|
5.37K
$1.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-717- 3.23% |
$83.6K - $97.6K
|
21.5K
$5.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-733- 27.1% |
$85.4K - $99.8K
|
1.97K
$477K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-735- 11.84% |
$85.7K - $100K
|
5.47K
$1.32M
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-736- 9.15% |
$85.8K - $100K
|
7.31K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-743- 6.95% |
$86.6K - $101K
|
9.95K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-749- 16.9% |
$87.3K - $102K
|
3.68K
$890K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-754- 3.86% |
$87.9K - $103K
|
18.8K
$4.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-755- 13.04% |
$88K - $103K
|
5.03K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-765- 2.55% |
$89.2K - $104K
|
29.2K
$7.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-765- 14.2% |
$89.2K - $104K
|
4.62K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-774- 4.45% |
$90.2K - $105K
|
16.6K
$4.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-775- 24.4% |
$90.3K - $106K
|
2.4K
$581K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-779- 24.4% |
$90.8K - $106K
|
2.41K
$584K
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-780- 5.68% |
$90.9K - $106K
|
13K
$3.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-795- 10.98% |
$92.7K - $108K
|
6.45K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-795- 18.16% |
$92.7K - $108K
|
3.58K
$866K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-798- 24.49% |
$93K - $109K
|
2.46K
$595K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-811- 9.03% |
$94.5K - $110K
|
8.17K
$1.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-828- 11.69% |
$96.5K - $113K
|
6.26K
$1.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-828- 31.2% |
$96.5K - $113K
|
1.83K
$442K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-835- 8.31% |
$97.3K - $114K
|
9.22K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-850- 3.97% |
$99.1K - $116K
|
20.6K
$4.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-852- 3.85% |
$99.3K - $116K
|
21.3K
$5.14M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-853- 1.52% |
$99.4K - $116K
|
55.4K
$13.4M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-872- 22.48% |
$102K - $119K
|
3.01K
$727K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-886- 1.52% |
$103K - $121K
|
57.3K
$13.9M
|