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 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-886- 20.02% |
$103K - $121K
|
3.54K
$856K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-897- 13.37% |
$105K - $122K
|
5.81K
$1.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-901- 5.23% |
$105K - $123K
|
16.3K
$3.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-911- 26.81% |
$106K - $124K
|
2.49K
$601K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-912- 23.81% |
$106K - $124K
|
2.92K
$706K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-922- 22.5% |
$107K - $126K
|
3.18K
$768K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-934- 7.67% |
$109K - $127K
|
11.2K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-939- 18.52% |
$109K - $128K
|
4.13K
$999K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-940- 29.36% |
$110K - $128K
|
2.26K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-943- 8.8% |
$110K - $128K
|
9.78K
$2.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-945- 1.26% |
$110K - $129K
|
74.2K
$17.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-946- 3.24% |
$110K - $129K
|
28.3K
$6.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-946- 8.69% |
$110K - $129K
|
9.94K
$2.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-954- 93.07% |
$111K - $130K
|
71
$17.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-959- 8.31% |
$112K - $131K
|
10.6K
$2.56M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-968- 18.71% |
$113K - $132K
|
4.21K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-980- 0.64% |
$114K - $133K
|
152K
$36.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-988- 1.07% |
$115K - $135K
|
91.7K
$22.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-991- 47.76% |
$116K - $135K
|
1.08K
$262K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-993- 2.38% |
$116K - $135K
|
40.7K
$9.85M
|
|
|
Feb 03, 2023
Q4 2022
|
Searle & Co.
|
SELL
|
- |
-1K- 10.99% |
$117K - $136K
|
8.1K
$1.96M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.02K- 12.32% |
$118K - $138K
|
7.22K
$1.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.03K- 2.07% |
$121K - $141K
|
49K
$11.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.04K- 39.09% |
$121K - $141K
|
1.61K
$390K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.06K- 26.34% |
$123K - $144K
|
2.96K
$716K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.06K- 21.64% |
$124K - $144K
|
3.84K
$929K
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.1K- 16.34% |
$128K - $149K
|
5.61K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.1K- 1.7% |
$128K - $149K
|
63.2K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.11K- 8.8% |
$129K - $151K
|
11.5K
$2.79M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.11K- 27.93% |
$130K - $152K
|
2.88K
$695K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.13K- 5.41% |
$131K - $153K
|
19.7K
$4.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.15K- 25.54% |
$133K - $156K
|
3.34K
$807K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.17K- 0.56% |
$136K - $159K
|
207K
$50M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.19K- 2.58% |
$139K - $163K
|
45.1K
$10.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.2K- 1.87% |
$140K - $163K
|
62.7K
$15.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.2K- 10.47% |
$140K - $163K
|
10.2K
$2.48M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.21K- 6.22% |
$141K - $165K
|
18.2K
$4.41M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.21K- 2.97% |
$141K - $165K
|
39.6K
$9.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.22K- 2.8% |
$142K - $165K
|
42.2K
$10.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 28.57% |
$142K - $166K
|
3.05K
$738K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 29.23% |
$146K - $170K
|
3.03K
$733K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.26K- 29.3% |
$147K - $172K
|
3.04K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.28K- 1.42% |
$149K - $174K
|
88.3K
$21.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.28K- 24.98% |
$149K - $174K
|
3.85K
$930K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.3K- 14.18% |
$151K - $177K
|
7.86K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.32K- 17.34% |
$154K - $179K
|
6.28K
$1.52M
|
|
|
Feb 08, 2023
Q4 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.34K- 2.0% |
$157K - $183K
|
66K
$15.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.37K- 2.01% |
$160K - $186K
|
66.6K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-1.37K- 11.32% |
$160K - $187K
|
10.7K
$2.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.37K- 8.09% |
$160K - $187K
|
15.6K
$3.77M
|