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 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.17KNew |
$719K - $840K
|
6.17K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
6.14K+ 9.58% |
$716K - $836K
|
70.2K
$16.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
6.07K+ 14.05% |
$707K - $826K
|
49.2K
$11.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
6.06K+ 665.49% |
$706K - $825K
|
6.97K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.89K+ 28.33% |
$686K - $802K
|
26.7K
$6.16M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.72K+ 74.56% |
$666K - $778K
|
13.4K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.69K+ 118.29% |
$663K - $775K
|
10.5K
$2.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
5.69K+ 8.98% |
$663K - $775K
|
69.1K
$15.9M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
5.48KNew |
$639K - $746K
|
5.48K
$1.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
5.43K+ 33.41% |
$633K - $739K
|
21.7K
$5M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.41KNew |
$631K - $737K
|
5.41K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.28K+ 52.42% |
$615K - $718K
|
15.3K
$3.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.27K+ 168.59% |
$614K - $717K
|
8.39K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.11K+ 2.03% |
$596K - $696K
|
256K
$59.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5.1KNew |
$594K - $694K
|
5.1K
$1.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.07K+ 10.14% |
$590K - $690K
|
55K
$12.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
5.03K+ 60.76% |
$586K - $685K
|
13.3K
$3.07M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.01KNew |
$583K - $682K
|
5.01K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
5K+ 21.28% |
$583K - $681K
|
28.5K
$6.58M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
4.98KNew |
$581K - $678K
|
4.98K
$1.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
4.96K+ 54.15% |
$578K - $675K
|
14.1K
$3.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.96K+ 20.78% |
$578K - $675K
|
28.8K
$6.65M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4.94KNew |
$575K - $672K
|
4.94K
$1.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
4.93K+ 9.57% |
$575K - $671K
|
56.4K
$13M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.87K+ 38.72% |
$568K - $663K
|
17.5K
$4.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.72KNew |
$551K - $643K
|
4.72K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.71KNew |
$549K - $641K
|
4.71K
$1.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.69KNew |
$547K - $639K
|
4.69K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.66K+ 83.1% |
$543K - $634K
|
10.3K
$2.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
4.63KNew |
$540K - $630K
|
4.63K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.62K+ 5.57% |
$539K - $630K
|
87.7K
$20.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.62KNew |
$538K - $628K
|
4.62K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
4.59KNew |
$535K - $625K
|
4.59K
$1.06M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
4.56K+ 24.55% |
$532K - $621K
|
23.1K
$5.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
4.47K+ 12.02% |
$521K - $608K
|
41.7K
$9.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.36KNew |
$508K - $594K
|
4.36K
$1.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
BUY
|
- |
4.26K+ 4.25% |
$497K - $580K
|
105K
$24.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.21KNew |
$490K - $573K
|
4.21K
$971K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$490K - $572K
|
4.2K
$970K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.2K+ 206.19% |
$489K - $572K
|
6.23K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.19K+ 79.02% |
$489K - $571K
|
9.5K
$2.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.16K+ 25.66% |
$485K - $567K
|
20.4K
$4.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.15KNew |
$484K - $565K
|
4.15K
$958K
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
4.11KNew |
$479K - $560K
|
4.11K
$949K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
4.1K+ 87.45% |
$478K - $559K
|
8.8K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.08K+ 15.0% |
$476K - $556K
|
31.3K
$7.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
4.01KNew |
$468K - $546K
|
4.01K
$926K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.99K+ 3.76% |
$465K - $543K
|
110K
$25.4M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.93KNew |
$459K - $536K
|
3.93K
$908K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.87KNew |
$451K - $526K
|
3.87K
$892K
|