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 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-3.99K- 34.97% |
$464K - $543K
|
7.41K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.08K- 5.28% |
$476K - $556K
|
73.3K
$17.7M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-4.11KClosed |
$479K - $559K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-4.13K- 8.03% |
$481K - $562K
|
47.3K
$11.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-4.13K- 0.81% |
$481K - $562K
|
508K
$123M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-4.15K- 24.52% |
$484K - $566K
|
12.8K
$3.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
SELL
|
- |
-4.18K- 68.19% |
$488K - $570K
|
1.95K
$472K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-4.23K- 16.13% |
$493K - $576K
|
22K
$5.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-4.26K- 51.7% |
$497K - $580K
|
3.98K
$963K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.29K- 6.2% |
$500K - $584K
|
64.9K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.31K- 29.68% |
$503K - $587K
|
10.2K
$2.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.37K- 51.87% |
$509K - $595K
|
4.05K
$980K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-4.52K- 17.15% |
$527K - $616K
|
21.9K
$5.29M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.56K- 3.07% |
$532K - $621K
|
144K
$34.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.6K- 0.67% |
$536K - $626K
|
683K
$165M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.61K- 16.86% |
$537K - $628K
|
22.7K
$5.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.66K- 15.11% |
$543K - $634K
|
26.2K
$6.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.69K- 7.13% |
$546K - $638K
|
61K
$14.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.76K- 9.95% |
$554K - $648K
|
43.1K
$10.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.82K- 9.94% |
$562K - $656K
|
43.7K
$10.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-4.83K- 11.54% |
$563K - $657K
|
37K
$8.95M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.86K- 62.02% |
$566K - $661K
|
2.97K
$719K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.99K- 3.01% |
$582K - $679K
|
161K
$38.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-5.02K- 10.23% |
$586K - $684K
|
44.1K
$10.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-5.06K- 58.78% |
$589K - $688K
|
3.55K
$857K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.21K- 18.21% |
$608K - $710K
|
23.4K
$5.66M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-5.36K- 15.26% |
$624K - $729K
|
29.7K
$7.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-5.42K- 7.61% |
$631K - $737K
|
65.8K
$15.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.6K- 20.33% |
$653K - $763K
|
22K
$5.31M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.85K- 9.76% |
$682K - $796K
|
54K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-6.02K- 0.79% |
$701K - $819K
|
751K
$182M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-6.11K- 7.71% |
$713K - $832K
|
73.2K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.16K- 18.21% |
$718K - $839K
|
27.7K
$6.69M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.25K- 33.14% |
$728K - $850K
|
12.6K
$3.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.33K- 2.56% |
$737K - $861K
|
241K
$58.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-6.37K- 9.96% |
$742K - $867K
|
57.6K
$13.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-6.38K- 66.67% |
$744K - $869K
|
3.19K
$772K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-6.61K- 3.61% |
$770K - $899K
|
176K
$42.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.7K- 5.81% |
$780K - $912K
|
109K
$26.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.77K- 10.09% |
$789K - $921K
|
60.3K
$14.6M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-6.85K- 12.51% |
$798K - $933K
|
47.9K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.87K- 8.08% |
$801K - $936K
|
78.2K
$18.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7.29K- 75.38% |
$850K - $993K
|
2.38K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-7.3K- 19.42% |
$851K - $994K
|
30.3K
$7.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.41K- 15.37% |
$863K - $1.01M
|
40.8K
$9.86M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-7.49K- 1.23% |
$873K - $1.02M
|
604K
$146M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-7.55K- 73.17% |
$880K - $1.03M
|
2.77K
$669K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.85K- 1.08% |
$915K - $1.07M
|
722K
$175M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-7.92K- 17.72% |
$923K - $1.08M
|
36.8K
$8.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.57K- 30.82% |
$999K - $1.17M
|
19.2K
$4.65M
|