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 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$315K - $368K
|
2.7K
$624K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.69KNew |
$314K - $366K
|
2.69K
$621K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.64KNew |
$308K - $359K
|
2.64K
$609K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.64KNew |
$307K - $359K
|
2.64K
$608K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
2.63K+ 72.67% |
$307K - $358K
|
6.25K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.63K+ 5.5% |
$306K - $358K
|
50.4K
$11.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
2.62K+ 137.9% |
$305K - $356K
|
4.51K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.61K+ 20.86% |
$304K - $355K
|
15.1K
$3.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.58K+ 1.83% |
$301K - $351K
|
144K
$33.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.55K+ 8.19% |
$297K - $347K
|
33.7K
$7.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.55KNew |
$297K - $347K
|
2.55K
$587K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.46KNew |
$286K - $334K
|
2.46K
$567K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.45K+ 30.79% |
$286K - $334K
|
10.4K
$2.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.43K+ 2.86% |
$283K - $331K
|
87.4K
$20.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.42K+ 2.17% |
$282K - $330K
|
114K
$26.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.42K+ 6.61% |
$282K - $329K
|
39K
$9M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2.4KNew |
$280K - $327K
|
2.4K
$554K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
2.37KNew |
$276K - $323K
|
2.37K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2.35K+ 4.43% |
$274K - $320K
|
55.4K
$12.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.33K+ 66.27% |
$271K - $317K
|
5.84K
$1.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.25KNew |
$262K - $306K
|
2.25K
$518K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
2.23K+ 57.06% |
$260K - $304K
|
6.14K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.2K+ 17.63% |
$257K - $300K
|
14.7K
$3.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2.18KNew |
$254K - $297K
|
2.18K
$504K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.18K+ 1.53% |
$254K - $297K
|
145K
$33.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.17KNew |
$253K - $295K
|
2.17K
$500K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.15K+ 12.83% |
$250K - $292K
|
18.9K
$4.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.15K+ 1.5% |
$250K - $292K
|
145K
$33.5M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
2.14K+ 11.77% |
$250K - $291K
|
20.3K
$4.69M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.12K+ 33.08% |
$247K - $289K
|
8.54K
$1.97M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.12K+ 128.75% |
$247K - $288K
|
3.76K
$869K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.11K+ 26.12% |
$246K - $288K
|
10.2K
$2.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.06KNew |
$240K - $281K
|
2.06K
$476K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.04K+ 15.98% |
$238K - $278K
|
14.8K
$3.42M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
2.04K+ 7.93% |
$237K - $277K
|
27.7K
$6.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.02KNew |
$236K - $275K
|
2.02K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
2KNew |
$233K - $272K
|
2K
$462K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.94K+ 1.66% |
$226K - $264K
|
119K
$27.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.93KNew |
$225K - $263K
|
1.93K
$446K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.91K+ 11.31% |
$222K - $260K
|
18.8K
$4.33M
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
1.9K+ 4.87% |
$222K - $259K
|
41K
$9.47M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.89K+ 64.31% |
$221K - $258K
|
4.84K
$1.12M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.89K+ 5.01% |
$221K - $258K
|
39.7K
$9.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.86KNew |
$217K - $253K
|
1.86K
$429K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.84K+ 69.91% |
$215K - $251K
|
4.48K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1.84K+ 105.94% |
$214K - $250K
|
3.57K
$825K
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.84K+ 49.05% |
$214K - $250K
|
5.59K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.82KNew |
$213K - $248K
|
1.82K
$421K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.82KNew |
$212K - $248K
|
1.82K
$421K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.82KNew |
$212K - $248K
|
1.82K
$420K
|