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 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-8.67K- 72.39% |
$1.01M - $1.18M
|
3.31K
$800K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.86K- 25.73% |
$1.03M - $1.21M
|
25.6K
$6.19M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-8.89K- 4.46% |
$1.04M - $1.21M
|
190K
$46M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8.9K- 7.2% |
$1.04M - $1.21M
|
115K
$27.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-9.17K- 49.11% |
$1.07M - $1.25M
|
9.51K
$2.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.25K- 58.36% |
$1.08M - $1.26M
|
6.6K
$1.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-9.46K- 52.39% |
$1.1M - $1.29M
|
8.6K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.61K- 32.38% |
$1.12M - $1.31M
|
20.1K
$4.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.7K- 7.92% |
$1.13M - $1.32M
|
113K
$27.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.84K- 0.87% |
$1.15M - $1.34M
|
1.11M
$270M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-10.1K- 69.74% |
$1.18M - $1.37M
|
4.38K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-10.4K- 9.98% |
$1.22M - $1.42M
|
94K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10.6K- 20.82% |
$1.23M - $1.44M
|
40.2K
$9.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-10.6K- 23.51% |
$1.23M - $1.44M
|
34.5K
$8.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.7K- 8.04% |
$1.25M - $1.46M
|
122K
$29.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11K- 12.58% |
$1.28M - $1.5M
|
76.4K
$18.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-11.7K- 3.48% |
$1.36M - $1.59M
|
323K
$78.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.3K- 25.16% |
$1.44M - $1.68M
|
36.7K
$8.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12.4K- 3.55% |
$1.44M - $1.68M
|
335K
$81.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-12.4K- 43.57% |
$1.44M - $1.69M
|
16K
$3.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-12.4K- 5.37% |
$1.44M - $1.69M
|
218K
$52.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-13.2K- 13.59% |
$1.54M - $1.8M
|
84.2K
$20.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.4K- 20.75% |
$1.56M - $1.82M
|
51K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-14.2K- 78.96% |
$1.66M - $1.93M
|
3.79K
$916K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.5K- 37.78% |
$1.68M - $1.97M
|
23.8K
$5.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 68.59% |
$1.73M - $2.02M
|
6.81K
$1.65M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.2K- 11.53% |
$1.77M - $2.07M
|
117K
$28.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-15.2K- 73.11% |
$1.78M - $2.08M
|
5.61K
$1.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-15.6K- 50.49% |
$1.82M - $2.13M
|
15.3K
$3.71M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-16K- 0.42% |
$1.87M - $2.18M
|
3.79M
$916M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-16.7K- 24.03% |
$1.94M - $2.27M
|
52.7K
$12.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-16.8K- 13.27% |
$1.95M - $2.28M
|
110K
$26.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-17.1K- 70.99% |
$2M - $2.33M
|
7.01K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-17.3K- 63.29% |
$2.01M - $2.35M
|
10K
$2.42M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.3K- 8.98% |
$2.01M - $2.35M
|
175K
$42.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-17.3K- 8.77% |
$2.01M - $2.35M
|
180K
$43.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-17.6K- 4.98% |
$2.05M - $2.4M
|
336K
$81.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17.7K- 32.25% |
$2.06M - $2.41M
|
37.2K
$8.99M
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-18.4K- 35.86% |
$2.15M - $2.51M
|
32.9K
$7.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-18.4K- 9.06% |
$2.15M - $2.51M
|
185K
$44.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-18.9KClosed |
$2.2M - $2.58M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-19.1K- 6.86% |
$2.22M - $2.6M
|
259K
$62.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-19.3K- 57.02% |
$2.24M - $2.62M
|
14.5K
$3.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.9K- 8.43% |
$2.32M - $2.71M
|
216K
$52.3M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-21.8K- 10.83% |
$2.54M - $2.96M
|
179K
$43.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-23.3K- 17.12% |
$2.71M - $3.17M
|
113K
$27.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-23.5K- 62.97% |
$2.74M - $3.2M
|
13.8K
$3.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-23.5K- 0.65% |
$2.74M - $3.2M
|
3.58M
$865M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-24.3K- 74.23% |
$2.83M - $3.3M
|
8.42K
$2.04M
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-24.5K- 13.3% |
$2.85M - $3.33M
|
159K
$38.6M
|