Purchases and Sales Made in Q2 2022 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 3.21% |
$180K - $235K
|
46.8K
$11.3M
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.45K+ 16.59% |
$179K - $234K
|
10.2K
$2.45M
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.44K+ 13.58% |
$177K - $232K
|
12K
$2.89M
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.43K+ 20.22% |
$176K - $230K
|
8.48K
$2.04M
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.39K+ 8.19% |
$172K - $225K
|
18.4K
$4.43M
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.36K+ 11.81% |
$168K - $220K
|
12.9K
$3.1M
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.36K+ 3.08% |
$168K - $220K
|
45.6K
$11M
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.36K+ 5.07% |
$167K - $219K
|
28.1K
$6.76M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.35K+ 95.68% |
$167K - $218K
|
2.76K
$664K
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 0.64% |
$167K - $218K
|
213K
$51.1M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.35K+ 4.84% |
$166K - $218K
|
29.2K
$7.01M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.33K+ 6.84% |
$165K - $215K
|
20.8K
$5.01M
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.32K+ 6.14% |
$163K - $213K
|
22.8K
$5.47M
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.32K+ 6.14% |
$163K - $213K
|
22.8K
$5.47M
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.3K+ 23.81% |
$161K - $210K
|
6.77K
$1.63M
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.29K+ 1.0% |
$160K - $209K
|
131K
$31.6M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 14.32% |
$156K - $204K
|
10.1K
$2.43M
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.25K+ 55.93% |
$154K - $202K
|
3.49K
$838K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.19K+ 10.48% |
$147K - $193K
|
12.6K
$3.03M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.19KNew |
$146K - $191K
|
1.19K
$285K
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.16K+ 5.77% |
$143K - $187K
|
21.2K
$5.11M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.16K+ 12.0% |
$143K - $187K
|
10.8K
$2.6M
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
1.16K+ 29.64% |
$143K - $186K
|
5.05K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.11K+ 67.43% |
$137K - $180K
|
2.76K
$664K
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.09K+ 13.94% |
$134K - $175K
|
8.88K
$2.13M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.09KNew |
$134K - $175K
|
1.09K
$261K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.08K+ 0.48% |
$134K - $175K
|
225K
$54.2M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.08K+ 15.53% |
$133K - $174K
|
8.01K
$1.93M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.08K+ 18.64% |
$133K - $174K
|
6.86K
$1.65M
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.07K+ 100.38% |
$132K - $173K
|
2.14K
$514K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.07K+ 5.29% |
$132K - $172K
|
21.2K
$5.1M
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.06K+ 12.62% |
$131K - $171K
|
9.47K
$2.28M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 2.89% |
$130K - $170K
|
37.5K
$9.02M
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.04K+ 3.42% |
$128K - $168K
|
31.4K
$7.55M
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.04K+ 36.96% |
$128K - $167K
|
3.84K
$923K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 0.84% |
$128K - $167K
|
123K
$29.7M
|
|
Aug 10, 2022
Q2 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.02K+ 13.77% |
$126K - $165K
|
8.45K
$2.03M
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1.02K+ 5.56% |
$126K - $165K
|
19.4K
$4.66M
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.02KNew |
$125K - $164K
|
1.02K
$244K
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.01K+ 18.02% |
$125K - $164K
|
6.63K
$1.6M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.01K+ 7.54% |
$125K - $163K
|
14.4K
$3.47M
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
1.01K+ 4.49% |
$125K - $163K
|
23.5K
$5.65M
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.01K+ 17.54% |
$125K - $163K
|
6.76K
$1.63M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 9.11% |
$125K - $163K
|
12.1K
$2.91M
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.01K+ 10.34% |
$124K - $162K
|
10.7K
$2.58M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1K+ 10.96% |
$124K - $162K
|
10.1K
$2.44M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1KNew |
$123K - $161K
|
1K
$241K
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
995+ 63.3% |
$123K - $161K
|
2.57K
$617K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
986+ 4.08% |
$122K - $159K
|
25.2K
$6.05M
|
|
Jul 27, 2022
Q2 2022
|
Clarus Group, Inc.
|
BUY
|
- |
972+ 64.58% |
$120K - $157K
|
2.48K
$596K
|