Purchases and Sales Made in Q4 2021 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
87+ 0.3% |
$12.9K - $15.4K
|
28.9K
$6.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
87+ 0.51% |
$12.9K - $15.4K
|
17.1K
$4.09M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
85+ 2.98% |
$12.6K - $15K
|
2.94K
$704K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
85+ 0.91% |
$12.6K - $15K
|
9.42K
$2.25M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
84+ 0.3% |
$12.4K - $14.8K
|
27.7K
$6.63M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
84+ 0.37% |
$12.4K - $14.8K
|
22.9K
$5.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
81+ 0.32% |
$12K - $14.3K
|
25.2K
$6.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
80+ 3.25% |
$11.8K - $14.1K
|
2.54K
$609K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
80+ 1.94% |
$11.8K - $14.1K
|
4.2K
$1M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
80+ 3.05% |
$11.8K - $14.1K
|
2.71K
$648K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
80+ 1.94% |
$11.8K - $14.1K
|
4.2K
$1M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
75+ 1.56% |
$11.1K - $13.2K
|
4.87K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
70+ 1.17% |
$10.4K - $12.4K
|
6.05K
$1.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
69+ 2.26% |
$10.2K - $12.2K
|
3.12K
$747K
|
|
|
Feb 11, 2022
Q4 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
66New |
$9.77K - $11.7K
|
66
$15.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
66+ 1.02% |
$9.77K - $11.7K
|
6.51K
$1.56M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
65+ 0.8% |
$9.62K - $11.5K
|
8.16K
$1.95M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
60+ 0.15% |
$8.88K - $10.6K
|
40.3K
$9.64M
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
60+ 2.29% |
$8.88K - $10.6K
|
2.68K
$642K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
59+ 1.3% |
$8.74K - $10.4K
|
4.59K
$1.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
58+ 290.0% |
$8.59K - $10.2K
|
78
$18.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
57+ 0.14% |
$8.44K - $10.1K
|
42.1K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
56+ 1.29% |
$8.29K - $9.89K
|
4.41K
$1.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
52+ 1.93% |
$7.7K - $9.19K
|
2.75K
$657K
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
52+ 0.79% |
$7.7K - $9.19K
|
6.62K
$1.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
50+ 0.34% |
$7.4K - $8.83K
|
14.9K
$3.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
50+ 0.21% |
$7.4K - $8.83K
|
24.4K
$5.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
50+ 3.22% |
$7.4K - $8.83K
|
1.6K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
50+ 0.28% |
$7.4K - $8.83K
|
18.2K
$4.36M
|
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
50+ 1.16% |
$7.4K - $8.83K
|
4.35K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
46New |
$6.81K - $8.13K
|
46
$11K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
46+ 0.27% |
$6.81K - $8.13K
|
16.8K
$4.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
45+ 1.52% |
$6.66K - $7.95K
|
3.01K
$720K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
45+ 0.21% |
$6.66K - $7.95K
|
21.3K
$5.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
43+ 0.63% |
$6.37K - $7.6K
|
6.82K
$1.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
43+ 1.4% |
$6.37K - $7.6K
|
3.12K
$746K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
40+ 0.65% |
$5.92K - $7.07K
|
6.24K
$1.49M
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
39+ 0.19% |
$5.77K - $6.89K
|
21.1K
$5.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 8.82% |
$5.63K - $6.71K
|
469
$112K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
36+ 0.1% |
$5.33K - $6.36K
|
35.9K
$8.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
35+ 1.68% |
$5.18K - $6.18K
|
2.12K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
35+ 1.24% |
$5.18K - $6.18K
|
2.87K
$686K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
35+ 0.67% |
$5.18K - $6.18K
|
5.22K
$1.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
34New |
$5.03K - $6.01K
|
34
$8.14K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
30+ 1.12% |
$4.44K - $5.3K
|
2.71K
$648K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
27+ 0.34% |
$4K - $4.77K
|
8.09K
$1.93M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
25+ 1.54% |
$3.7K - $4.42K
|
1.65K
$394K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
25+ 1.47% |
$3.7K - $4.42K
|
1.73K
$414K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
22+ 1.24% |
$3.26K - $3.89K
|
1.79K
$429K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
22+ 0.89% |
$3.26K - $3.89K
|
2.49K
$595K
|