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 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.79K+ 2.4% |
$442K - $516K
|
162K
$39.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.71K+ 93.12% |
$432K - $505K
|
7.69K
$1.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.66KNew |
$427K - $499K
|
3.66K
$886K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.63KNew |
$423K - $495K
|
3.63K
$879K
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.59KNew |
$418K - $489K
|
3.59K
$868K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
3.59K+ 40.37% |
$418K - $488K
|
12.5K
$3.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.55K+ 17.71% |
$413K - $483K
|
23.6K
$5.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.54KNew |
$413K - $482K
|
3.54K
$857K
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3.54KNew |
$413K - $482K
|
3.54K
$857K
|
|
|
May 30, 2023
Q4 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
3.48KNew |
$406K - $474K
|
3.48K
$842K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
3.46K+ 1.82% |
$403K - $471K
|
193K
$46.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.44KNew |
$401K - $469K
|
3.44K
$833K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.44KNew |
$401K - $468K
|
3.44K
$831K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.43KNew |
$399K - $466K
|
3.43K
$828K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.36KNew |
$391K - $457K
|
3.36K
$812K
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
3.33K+ 180.3% |
$388K - $454K
|
5.18K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.32KNew |
$387K - $452K
|
3.32K
$803K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3.29KNew |
$383K - $448K
|
3.29K
$795K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.28K+ 6.21% |
$383K - $447K
|
56.1K
$13.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.26K+ 17.4% |
$380K - $444K
|
22K
$5.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
3.24K+ 12.87% |
$378K - $441K
|
28.4K
$6.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.22K+ 3.93% |
$375K - $438K
|
85.1K
$20.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.22K+ 61.46% |
$375K - $438K
|
8.45K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
3.19KNew |
$372K - $434K
|
3.19K
$771K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.18K+ 7.72% |
$371K - $433K
|
44.4K
$10.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
3.18K+ 5.38% |
$370K - $433K
|
62.2K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.15KNew |
$367K - $429K
|
3.15K
$762K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.13KNew |
$364K - $425K
|
3.13K
$756K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.12KNew |
$363K - $424K
|
3.12K
$754K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.11K+ 27.16% |
$363K - $424K
|
14.6K
$3.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
3.08K+ 1.65% |
$359K - $419K
|
189K
$45.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.03KNew |
$353K - $413K
|
3.03K
$733K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.99K+ 48.56% |
$349K - $407K
|
9.15K
$2.21M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.96K+ 5.67% |
$345K - $403K
|
55.2K
$13.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.96KNew |
$345K - $403K
|
2.96K
$715K
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.94KNew |
$343K - $401K
|
2.94K
$711K
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.93KNew |
$342K - $399K
|
2.93K
$709K
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.9KNew |
$338K - $395K
|
2.9K
$701K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.9K+ 14.81% |
$337K - $394K
|
22.4K
$5.43M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.89KNew |
$337K - $393K
|
2.89K
$698K
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.87KNew |
$335K - $391K
|
2.87K
$694K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.82K+ 4.36% |
$329K - $384K
|
67.5K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.8KNew |
$326K - $381K
|
2.8K
$677K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
2.79K+ 4.57% |
$325K - $380K
|
63.9K
$15.4M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.78KNew |
$324K - $379K
|
2.78K
$673K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.77K+ 5.83% |
$323K - $377K
|
50.3K
$12.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.77K+ 31.64% |
$323K - $377K
|
11.5K
$2.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.76K+ 83.2% |
$322K - $376K
|
6.09K
$1.47M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
2.75KNew |
$321K - $375K
|
2.75K
$666K
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.72KNew |
$317K - $371K
|
2.72K
$658K
|