Purchases and Sales Made in Q1 2022 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
184+ 5.72% |
$26K - $32.3K
|
3.4K
$777K
|
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
BUY
|
- |
179+ 3.47% |
$25.3K - $31.4K
|
5.34K
$1.22M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
177+ 1.34% |
$25K - $31.1K
|
13.4K
$3.07M
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
172+ 6.26% |
$24.3K - $30.2K
|
2.92K
$668K
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
170+ 0.67% |
$24K - $29.8K
|
25.4K
$5.81M
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
170+ 2.84% |
$24K - $29.8K
|
6.15K
$1.41M
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
165+ 2.67% |
$23.3K - $29K
|
6.34K
$1.45M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
165+ 4.86% |
$23.3K - $29K
|
3.56K
$814K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
160+ 1.84% |
$22.6K - $28.1K
|
8.83K
$2.02M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
157+ 69.16% |
$22.2K - $27.6K
|
384
$87.9K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
155+ 5.22% |
$21.9K - $27.2K
|
3.12K
$714K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
153+ 116.79% |
$21.6K - $26.9K
|
284
$65K
|
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
151+ 4.07% |
$21.3K - $26.5K
|
3.86K
$883K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
146+ 4.81% |
$20.6K - $25.6K
|
3.18K
$728K
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
145+ 10.15% |
$20.5K - $25.5K
|
1.57K
$360K
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
142+ 1.74% |
$20.1K - $24.9K
|
8.3K
$1.9M
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
142+ 49.13% |
$20.1K - $24.9K
|
431
$98.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
139+ 12.08% |
$19.7K - $24.4K
|
1.29K
$295K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
139+ 8.01% |
$19.7K - $24.4K
|
1.88K
$429K
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
135+ 0.08% |
$19.1K - $23.7K
|
161K
$36.8M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
129+ 2.46% |
$18.2K - $22.6K
|
5.37K
$1.23M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
127+ 1.05% |
$18K - $22.3K
|
12.2K
$2.8M
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
125New |
$17.7K - $21.9K
|
125
$28.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
125+ 1.79% |
$17.7K - $21.9K
|
7.09K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
122New |
$17.2K - $21.4K
|
122
$27.9K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
122+ 2.85% |
$17.2K - $21.4K
|
4.4K
$1.01M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
117+ 9.66% |
$16.5K - $20.5K
|
1.33K
$304K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
115+ 2.86% |
$16.3K - $20.2K
|
4.14K
$946K
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
111+ 0.68% |
$15.7K - $19.5K
|
16.5K
$3.78M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
109+ 0.58% |
$15.4K - $19.1K
|
19K
$4.34M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
107+ 93.86% |
$15.1K - $18.8K
|
221
$50.6K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
100+ 4.57% |
$14.1K - $17.6K
|
2.29K
$523K
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
100+ 0.51% |
$14.1K - $17.6K
|
19.6K
$4.49M
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
100New |
$14.1K - $17.6K
|
100
$22.9K
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$14.1K - $17.6K
|
100
$22.9K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
97+ 7.89% |
$13.7K - $17K
|
1.33K
$304K
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
96+ 1.36% |
$13.6K - $16.8K
|
7.17K
$1.64M
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
95+ 4.35% |
$13.4K - $16.7K
|
2.28K
$522K
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
93+ 3.2% |
$13.1K - $16.3K
|
3K
$686K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
91+ 3.43% |
$12.9K - $16K
|
2.74K
$627K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
90New |
$12.7K - $15.8K
|
90
$20.6K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
90+ 34.09% |
$12.7K - $15.8K
|
354
$81K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
85+ 0.21% |
$12K - $14.9K
|
40.5K
$9.26M
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
80+ 3.07% |
$11.3K - $14K
|
2.68K
$614K
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
80+ 6.47% |
$11.3K - $14K
|
1.32K
$301K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
77New |
$10.9K - $13.5K
|
77
$17.6K
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
75New |
$10.6K - $13.2K
|
75
$17.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
75+ 0.73% |
$10.6K - $13.2K
|
10.3K
$2.35M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
75+ 4.25% |
$10.6K - $13.2K
|
1.84K
$420K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
74+ 0.31% |
$10.5K - $13K
|
24.2K
$5.53M
|