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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-34- 0.56% |
$4.81K - $5.97K
|
6.01K
$1.38M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-35- 0.86% |
$4.95K - $6.14K
|
4.04K
$923K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-37- 0.42% |
$5.23K - $6.49K
|
8.72K
$2M
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-38- 1.88% |
$5.37K - $6.67K
|
1.98K
$454K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-38- 11.73% |
$5.37K - $6.67K
|
286
$65.4K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-39- 0.67% |
$5.51K - $6.85K
|
5.78K
$1.32M
|
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
SELL
|
- |
-40- 0.19% |
$5.66K - $7.02K
|
21K
$4.82M
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-41- 0.8% |
$5.8K - $7.2K
|
5.12K
$1.17M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-41- 15.65% |
$5.8K - $7.2K
|
221
$50.6K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-46Closed |
$6.5K - $8.07K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 0.61% |
$6.79K - $8.42K
|
7.85K
$1.79M
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 52.08% |
$7.07K - $8.78K
|
46
$10.5K
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-50- 0.29% |
$7.07K - $8.78K
|
17.4K
$3.99M
|
|
|
May 10, 2022
Q1 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-50- 0.69% |
$7.07K - $8.78K
|
7.18K
$1.64M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-52- 5.11% |
$7.35K - $9.13K
|
966
$221K
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-53- 3.38% |
$7.49K - $9.3K
|
1.52K
$347K
|
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-53- 0.8% |
$7.49K - $9.3K
|
6.57K
$1.5M
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-54- 1.83% |
$7.64K - $9.48K
|
2.89K
$662K
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-55- 1.93% |
$7.78K - $9.65K
|
2.79K
$639K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-60- 1.55% |
$8.48K - $10.5K
|
3.81K
$873K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-60- 0.67% |
$8.48K - $10.5K
|
8.83K
$2.02M
|
|
|
Apr 05, 2022
Q1 2022
|
Jvl Associates LLC
|
SELL
|
- |
-62- 0.76% |
$8.77K - $10.9K
|
8.05K
$1.84M
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-62- 0.41% |
$8.77K - $10.9K
|
14.9K
$3.41M
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-63Closed |
$8.91K - $11.1K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.5% |
$9.19K - $11.4K
|
4.28K
$979K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-67- 2.38% |
$9.47K - $11.8K
|
2.75K
$628K
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-68- 0.99% |
$9.61K - $11.9K
|
6.81K
$1.56M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-68- 4.65% |
$9.61K - $11.9K
|
1.39K
$319K
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
SELL
|
- |
-69- 1.31% |
$9.76K - $12.1K
|
5.21K
$1.19M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-72- 22.5% |
$10.2K - $12.6K
|
248
$56.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-73- 1.95% |
$10.3K - $12.8K
|
3.66K
$838K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-74- 1.52% |
$10.5K - $13K
|
4.8K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-74- 7.95% |
$10.5K - $13K
|
857
$196K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-75- 1.65% |
$10.6K - $13.2K
|
4.46K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-76- 9.54% |
$10.7K - $13.3K
|
721
$165K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-80- 6.07% |
$11.3K - $14K
|
1.24K
$283K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-80- 0.28% |
$11.3K - $14K
|
28.5K
$6.51M
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-80- 1.72% |
$11.3K - $14K
|
4.58K
$1.05M
|
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-81- 0.84% |
$11.5K - $14.2K
|
9.51K
$2.18M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-82- 1.75% |
$11.6K - $14.4K
|
4.6K
$1.05M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-88- 6.79% |
$12.4K - $15.4K
|
1.21K
$276K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-89- 0.86% |
$12.6K - $15.6K
|
10.2K
$2.34M
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-90- 1.4% |
$12.7K - $15.8K
|
6.36K
$1.45M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-91- 2.19% |
$12.9K - $16K
|
4.07K
$931K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-93- 3.15% |
$13.1K - $16.3K
|
2.86K
$655K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-96- 4.71% |
$13.6K - $16.8K
|
1.94K
$445K
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-98- 4.56% |
$13.9K - $17.2K
|
2.05K
$469K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-98- 0.77% |
$13.9K - $17.2K
|
12.6K
$2.88M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-100Closed |
$14.1K - $17.6K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-100Closed |
$14.1K - $17.6K
|
0
$0
|