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
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.34K+ 7.42% |
$156K - $183K
|
19.4K
$4.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.33K+ 4.94% |
$155K - $181K
|
28.3K
$6.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 549.59% |
$155K - $181K
|
1.57K
$363K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.33KNew |
$155K - $181K
|
1.33K
$307K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.32K+ 39.53% |
$154K - $180K
|
4.66K
$1.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.3KNew |
$152K - $177K
|
1.3K
$301K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
1.29K+ 1.93% |
$151K - $176K
|
68.3K
$15.8M
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.28K+ 2.8% |
$149K - $174K
|
46.9K
$10.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
1.27K+ 4.92% |
$148K - $173K
|
27K
$6.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.26K+ 8.41% |
$147K - $172K
|
16.3K
$3.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1.25K+ 16.2% |
$146K - $170K
|
8.96K
$2.07M
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.24K+ 5.32% |
$145K - $169K
|
24.6K
$5.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.24KNew |
$144K - $168K
|
1.24K
$286K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1.24K+ 15.99% |
$144K - $168K
|
8.96K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.23KNew |
$143K - $168K
|
1.23K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.23K+ 6.03% |
$143K - $167K
|
21.6K
$4.99M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.22K+ 1.14% |
$142K - $166K
|
109K
$25M
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.19K+ 29.53% |
$138K - $161K
|
5.2K
$1.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.18K+ 7.82% |
$138K - $161K
|
16.3K
$3.76M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.18K+ 9.33% |
$138K - $161K
|
13.8K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.18K+ 0.88% |
$137K - $160K
|
134K
$31M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.18K+ 32.47% |
$137K - $160K
|
4.8K
$1.11M
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.17K+ 42.74% |
$136K - $159K
|
3.89K
$898K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.17K+ 31.86% |
$136K - $159K
|
4.82K
$1.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
1.16K+ 1.81% |
$135K - $158K
|
65.4K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.16K+ 11.23% |
$135K - $157K
|
11.4K
$2.64M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.14K+ 17.36% |
$133K - $155K
|
7.72K
$1.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.14K+ 1.49% |
$133K - $155K
|
77.8K
$18M
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.13K+ 1.42% |
$132K - $154K
|
80.9K
$18.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 41.83% |
$130K - $152K
|
3.78K
$873K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.11K+ 17.33% |
$129K - $151K
|
7.5K
$1.73M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.11KNew |
$129K - $150K
|
1.11K
$255K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.1K+ 24.08% |
$128K - $150K
|
5.67K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.09K+ 25.35% |
$127K - $149K
|
5.41K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.08K+ 2.33% |
$125K - $146K
|
47.3K
$10.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 31.47% |
$124K - $145K
|
4.46K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.05K+ 81.83% |
$123K - $144K
|
2.34K
$541K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.05KNew |
$122K - $143K
|
1.05K
$242K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.05K+ 11.46% |
$122K - $143K
|
10.2K
$2.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.05K+ 534.69% |
$122K - $143K
|
1.24K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.04K+ 2.65% |
$121K - $142K
|
40.2K
$9.29M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.03K+ 25.12% |
$120K - $141K
|
5.14K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.03K+ 5.62% |
$120K - $140K
|
19.3K
$4.47M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.01K+ 25.06% |
$118K - $138K
|
5.06K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
972+ 12.93% |
$113K - $132K
|
8.49K
$1.96M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
930+ 23.67% |
$108K - $127K
|
4.86K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
927+ 6.1% |
$108K - $126K
|
16.1K
$3.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
927New |
$108K - $126K
|
927
$214K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
923+ 8.8% |
$108K - $126K
|
11.4K
$2.63M
|
|
|
Feb 16, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
923New |
$108K - $126K
|
923
$213K
|