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 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-156- 6.13% |
$22.1K - $27.4K
|
2.39K
$546K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-156- 2.52% |
$22.1K - $27.4K
|
6.04K
$1.38M
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-157- 1.98% |
$22.2K - $27.6K
|
7.78K
$1.78M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-157- 10.38% |
$22.2K - $27.6K
|
1.36K
$310K
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-159- 2.85% |
$22.5K - $27.9K
|
5.41K
$1.24M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-162- 3.17% |
$22.9K - $28.4K
|
4.94K
$1.13M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-163- 3.23% |
$23K - $28.6K
|
4.89K
$1.12M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-164- 0.75% |
$23.2K - $28.8K
|
21.8K
$4.99M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-170- 1.79% |
$24K - $29.8K
|
9.32K
$2.13M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-170- 0.29% |
$24K - $29.8K
|
58.8K
$13.5M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-172- 0.95% |
$24.3K - $30.2K
|
18K
$4.12M
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-176- 1.77% |
$24.9K - $30.9K
|
9.79K
$2.24M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-176- 2.05% |
$24.9K - $30.9K
|
8.4K
$1.92M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-179- 37.29% |
$25.3K - $31.4K
|
301
$68.9K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-180- 4.42% |
$25.5K - $31.6K
|
3.9K
$892K
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-188Closed |
$26.6K - $33K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-189- 10.86% |
$26.7K - $33.2K
|
1.55K
$355K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-192- 69.06% |
$27.1K - $33.7K
|
86
$19.7K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-193- 1.22% |
$27.3K - $33.9K
|
15.7K
$3.58M
|
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
SELL
|
- |
-193- 10.63% |
$27.3K - $33.9K
|
1.62K
$371K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-195- 2.41% |
$27.6K - $34.2K
|
7.89K
$1.81M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-197- 3.15% |
$27.9K - $34.6K
|
6.05K
$1.38M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-200- 0.02% |
$28.3K - $35.1K
|
1M
$229M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-201Closed |
$28.4K - $35.3K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-203- 5.22% |
$28.7K - $35.6K
|
3.69K
$843K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-203- 3.2% |
$28.7K - $35.6K
|
6.14K
$1.41M
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-204- 3.27% |
$28.8K - $35.8K
|
6.04K
$1.38M
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-208- 12.14% |
$29.4K - $36.5K
|
1.51K
$344K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-209- 2.92% |
$29.6K - $36.7K
|
6.94K
$1.59M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-209- 6.33% |
$29.6K - $36.7K
|
3.09K
$708K
|
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-210- 8.4% |
$29.7K - $36.9K
|
2.29K
$524K
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-214- 2.75% |
$30.3K - $37.6K
|
7.58K
$1.73M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-215- 27.28% |
$30.4K - $37.7K
|
573
$131K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-215- 5.15% |
$30.4K - $37.7K
|
3.96K
$906K
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-216- 0.77% |
$30.5K - $37.9K
|
27.9K
$6.39M
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-220- 24.94% |
$31.1K - $38.6K
|
662
$151K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-222- 5.18% |
$31.4K - $39K
|
4.07K
$930K
|
|
|
May 11, 2022
Q1 2022
|
Westwood Wealth Management
|
SELL
|
- |
-224Closed |
$31.7K - $39.3K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-227- 10.69% |
$32.1K - $39.8K
|
1.9K
$434K
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-229- 6.67% |
$32.4K - $40.2K
|
3.21K
$733K
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-230- 0.17% |
$32.5K - $40.4K
|
139K
$31.8M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-239- 0.9% |
$33.8K - $41.9K
|
26.4K
$6.03M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-242- 8.63% |
$34.2K - $42.5K
|
2.56K
$586K
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-244- 1.16% |
$34.5K - $42.8K
|
20.8K
$4.76M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-246- 4.19% |
$34.8K - $43.2K
|
5.62K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-249- 1.41% |
$35.2K - $43.7K
|
17.4K
$3.98M
|
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-250- 26.32% |
$35.3K - $43.9K
|
700
$160K
|
|
|
May 16, 2022
Q1 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-252- 1.57% |
$35.6K - $44.2K
|
15.8K
$3.61M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-256- 0.88% |
$36.2K - $44.9K
|
28.9K
$6.62M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-259- 7.62% |
$36.6K - $45.5K
|
3.14K
$718K
|