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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
74+ 1.29% |
$10.5K - $13K
|
5.79K
$1.33M
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
72+ 3.18% |
$10.2K - $12.6K
|
2.34K
$535K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
70+ 5.87% |
$9.9K - $12.3K
|
1.26K
$289K
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
70+ 1.03% |
$9.9K - $12.3K
|
6.85K
$1.57M
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
68+ 0.23% |
$9.61K - $11.9K
|
29.9K
$6.85M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
64+ 0.07% |
$9.05K - $11.2K
|
97.9K
$22.4M
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
60+ 0.77% |
$8.48K - $10.5K
|
7.84K
$1.79M
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
60+ 2.03% |
$8.48K - $10.5K
|
3.02K
$690K
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
60+ 0.67% |
$8.48K - $10.5K
|
8.98K
$2.05M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
60+ 8.82% |
$8.48K - $10.5K
|
740
$169K
|
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
60+ 4.85% |
$8.48K - $10.5K
|
1.3K
$297K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
60+ 0.57% |
$8.48K - $10.5K
|
10.6K
$2.42M
|
|
|
May 10, 2022
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
57+ 0.72% |
$8.06K - $10K
|
7.92K
$1.81M
|
|
|
Oct 08, 2024
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
57+ 0.72% |
$8.06K - $10K
|
7.92K
$1.81M
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
56+ 0.89% |
$7.92K - $9.83K
|
6.33K
$1.45M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
56+ 1.04% |
$7.92K - $9.83K
|
5.47K
$1.25M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
55+ 1.51% |
$7.78K - $9.65K
|
3.7K
$846K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
54New |
$7.64K - $9.48K
|
54
$12.4K
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
53+ 3.12% |
$7.49K - $9.3K
|
1.75K
$401K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
53+ 0.67% |
$7.49K - $9.3K
|
8K
$1.83M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
50+ 1.86% |
$7.07K - $8.78K
|
2.74K
$626K
|
|
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
48+ 13.26% |
$6.79K - $8.42K
|
410
$93.8K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
45+ 1.57% |
$6.36K - $7.9K
|
2.91K
$666K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
44+ 3.38% |
$6.22K - $7.72K
|
1.35K
$308K
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
42+ 2.57% |
$5.94K - $7.37K
|
1.68K
$384K
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
42+ 2.92% |
$5.94K - $7.37K
|
1.48K
$338K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
41+ 2.72% |
$5.8K - $7.2K
|
1.55K
$355K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
41+ 7.56% |
$5.8K - $7.2K
|
583
$133K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
40+ 7.04% |
$5.66K - $7.02K
|
608
$139K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
40+ 1.28% |
$5.66K - $7.02K
|
3.16K
$722K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
40+ 1.87% |
$5.66K - $7.02K
|
2.18K
$499K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39+ 0.11% |
$5.51K - $6.85K
|
36.5K
$8.34M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
35New |
$4.95K - $6.14K
|
35
$8.01K
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
35+ 2.74% |
$4.95K - $6.14K
|
1.31K
$300K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
34+ 0.26% |
$4.81K - $5.97K
|
13.3K
$3.05M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
32+ 0.28% |
$4.52K - $5.62K
|
11.5K
$2.64M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31+ 0.24% |
$4.38K - $5.44K
|
13K
$2.98M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
30+ 1.12% |
$4.24K - $5.27K
|
2.71K
$621K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
27+ 1.51% |
$3.82K - $4.74K
|
1.82K
$416K
|
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
26+ 0.93% |
$3.68K - $4.56K
|
2.82K
$645K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
25+ 0.08% |
$3.53K - $4.39K
|
31.2K
$7.14M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
25+ 1.87% |
$3.53K - $4.39K
|
1.36K
$311K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
24+ 0.28% |
$3.39K - $4.21K
|
8.63K
$1.97M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
23+ 1.84% |
$3.25K - $4.04K
|
1.27K
$291K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
23+ 0.27% |
$3.25K - $4.04K
|
8.63K
$1.97M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
21+ 0.82% |
$2.97K - $3.69K
|
2.59K
$593K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
21+ 0.25% |
$2.97K - $3.69K
|
8.35K
$1.91M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
20+ 1.18% |
$2.83K - $3.51K
|
1.72K
$393K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
20+ 1.11% |
$2.83K - $3.51K
|
1.82K
$417K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
19+ 1.47% |
$2.69K - $3.33K
|
1.32K
$301K
|