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 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.1KNew |
$1.17M - $1.37M
|
10.1K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.59K+ 25.4% |
$1.12M - $1.31M
|
47.4K
$11.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9.54KNew |
$1.11M - $1.3M
|
9.54K
$2.31M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
9.52K+ 293.37% |
$1.11M - $1.3M
|
12.8K
$3.09M
|
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
9.49KNew |
$1.11M - $1.29M
|
9.49K
$2.29M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.47K+ 4.4% |
$1.1M - $1.29M
|
224K
$54.3M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
9.45K+ 1.89% |
$1.1M - $1.29M
|
509K
$123M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
9.41K+ 19.08% |
$1.1M - $1.28M
|
58.7K
$14.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9.41KNew |
$1.1M - $1.28M
|
9.41K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9.34K+ 8.66% |
$1.09M - $1.27M
|
117K
$28.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.33K+ 18.59% |
$1.09M - $1.27M
|
59.5K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
9.28KNew |
$1.08M - $1.26M
|
9.28K
$2.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.26K+ 203.69% |
$1.08M - $1.26M
|
13.8K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
9.25KNew |
$1.08M - $1.26M
|
9.25K
$2.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.13K+ 6.35% |
$1.06M - $1.24M
|
153K
$37M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
9.09KNew |
$1.06M - $1.24M
|
9.09K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
9.06KNew |
$1.06M - $1.23M
|
9.06K
$2.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.03K+ 8.2% |
$1.05M - $1.23M
|
119K
$28.8M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.03K+ 1.67% |
$1.05M - $1.23M
|
550K
$133M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.85K+ 1.96% |
$1.03M - $1.2M
|
461K
$111M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.67K+ 26.78% |
$1.01M - $1.18M
|
41K
$9.92M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
8.62KNew |
$1.01M - $1.17M
|
8.62K
$2.09M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
8.48KNew |
$988K - $1.15M
|
8.48K
$2.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
8.45KNew |
$985K - $1.15M
|
8.45K
$2.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
8.39K+ 24.38% |
$978K - $1.14M
|
42.8K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
8.37K+ 23.73% |
$975K - $1.14M
|
43.6K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.33K+ 8.86% |
$970K - $1.13M
|
102K
$24.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
8.3K+ 20.05% |
$967K - $1.13M
|
49.7K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.22KNew |
$958K - $1.12M
|
8.22K
$1.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
8.21K+ 56.03% |
$957K - $1.12M
|
22.9K
$5.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
8.2KNew |
$956K - $1.12M
|
8.2K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.2KNew |
$956K - $1.12M
|
8.2K
$1.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
8.1KNew |
$944K - $1.1M
|
8.1K
$1.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
7.97K+ 48.92% |
$929K - $1.09M
|
24.3K
$5.87M
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
7.95K+ 1.42% |
$927K - $1.08M
|
568K
$137M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.81K+ 0.56% |
$910K - $1.06M
|
1.4M
$338M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.63K+ 56.64% |
$890K - $1.04M
|
21.1K
$5.11M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.4KNew |
$863K - $1.01M
|
7.4K
$1.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.17KNew |
$835K - $976K
|
7.17K
$1.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.11K+ 54.65% |
$828K - $967K
|
20.1K
$4.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.06KNew |
$823K - $962K
|
7.06K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.95K+ 7.6% |
$811K - $947K
|
98.5K
$23.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
6.86KNew |
$799K - $934K
|
6.86K
$1.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.74K+ 105.21% |
$786K - $918K
|
13.2K
$3.18M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
6.56KNew |
$764K - $893K
|
6.56K
$1.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.56K+ 46.41% |
$764K - $892K
|
20.7K
$5M
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
6.42K+ 451.09% |
$748K - $874K
|
7.84K
$1.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
6.34K+ 70.66% |
$739K - $863K
|
15.3K
$3.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
6.33KNew |
$737K - $861K
|
6.33K
$1.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.2K+ 13.64% |
$722K - $844K
|
51.6K
$12.5M
|