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 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.54K+ 5.34% |
$642K - $797K
|
89.6K
$20.5M
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
4.51KNew |
$638K - $792K
|
4.51K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.48K+ 28.26% |
$633K - $786K
|
20.3K
$4.65M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.47KNew |
$632K - $784K
|
4.47K
$1.02M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.41K+ 215.28% |
$624K - $774K
|
6.46K
$1.48M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.31K+ 41.71% |
$609K - $756K
|
14.6K
$3.35M
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.3K+ 66.73% |
$608K - $755K
|
10.7K
$2.46M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.2K+ 2.55% |
$594K - $738K
|
169K
$38.6M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.14K+ 2.72% |
$585K - $727K
|
156K
$35.8M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.13K+ 271.94% |
$584K - $725K
|
5.65K
$1.29M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.09K+ 17.88% |
$579K - $719K
|
27K
$6.18M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.98K+ 23.08% |
$562K - $698K
|
21.2K
$4.85M
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
3.94KNew |
$556K - $691K
|
3.94K
$900K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.88K+ 9.64% |
$549K - $682K
|
44.2K
$10.1M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.88KNew |
$549K - $682K
|
3.88K
$888K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.87K+ 4.23% |
$548K - $680K
|
95.4K
$21.8M
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.85K+ 1965.82% |
$545K - $676K
|
4.05K
$926K
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.82KNew |
$541K - $671K
|
3.82K
$875K
|
|
|
May 11, 2022
Q1 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
3.8KNew |
$537K - $667K
|
3.8K
$869K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
3.76K+ 7.1% |
$531K - $659K
|
56.6K
$13M
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.67K+ 25.67% |
$519K - $645K
|
18K
$4.11M
|
|
|
Apr 26, 2022
Q1 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
3.62K+ 30.71% |
$512K - $636K
|
15.4K
$3.53M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.6K+ 32.32% |
$509K - $632K
|
14.8K
$3.37M
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3.58KNew |
$506K - $628K
|
3.58K
$819K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.57KNew |
$505K - $627K
|
3.57K
$817K
|
|
|
Apr 27, 2022
Q1 2022
|
Tamar Securities, LLC
|
BUY
|
- |
3.57K+ 4.28% |
$504K - $626K
|
86.9K
$19.9M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.57KNew |
$504K - $626K
|
3.57K
$816K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.56KNew |
$504K - $626K
|
3.56K
$815K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.55K+ 152.01% |
$502K - $623K
|
5.88K
$1.35M
|
|
|
May 16, 2022
Q1 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.46KNew |
$490K - $608K
|
3.46K
$792K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3.37K+ 590.02% |
$476K - $591K
|
3.94K
$901K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.33K+ 8.28% |
$471K - $585K
|
43.6K
$9.98M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.3K+ 88.72% |
$466K - $578K
|
7.01K
$1.6M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.29K+ 156.69% |
$465K - $577K
|
5.39K
$1.23M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
3.26K+ 2.96% |
$461K - $573K
|
113K
$25.9M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.24K+ 10.3% |
$458K - $568K
|
34.7K
$7.93M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.22K+ 3.28% |
$455K - $565K
|
101K
$23.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.21KNew |
$454K - $563K
|
3.21K
$734K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.07K+ 178.3% |
$433K - $538K
|
4.78K
$1.09M
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
3.06K+ 49.39% |
$433K - $538K
|
9.27K
$2.12M
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.02KNew |
$427K - $530K
|
3.02K
$691K
|
|
|
Aug 15, 2022
Q1 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.01KNew |
$426K - $529K
|
3.01K
$689K
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3K+ 39.57% |
$424K - $526K
|
10.6K
$2.42M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2.99K+ 4.33% |
$422K - $524K
|
72K
$16.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
2.95K+ 9.36% |
$417K - $518K
|
34.5K
$7.88M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.89K+ 9.52% |
$409K - $508K
|
33.3K
$7.61M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
2.87K+ 5.65% |
$406K - $503K
|
53.7K
$12.3M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2.86K+ 14.27% |
$404K - $501K
|
22.9K
$5.23M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.85K+ 181.42% |
$403K - $501K
|
4.42K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.85K+ 1636.21% |
$403K - $500K
|
3.02K
$691K
|