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 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.75K+ 5.66% |
$1.3M - $1.55M
|
163K
$39.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.69K+ 57.53% |
$1.29M - $1.54M
|
23.8K
$5.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.53K+ 16.56% |
$1.26M - $1.51M
|
60.1K
$14.4M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.35KNew |
$1.24M - $1.48M
|
8.35K
$2M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
8.23KNew |
$1.22M - $1.45M
|
8.23K
$1.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8.17K+ 41.08% |
$1.21M - $1.44M
|
28.1K
$6.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 8.17% |
$1.2M - $1.43M
|
107K
$25.7M
|
|
|
Jun 14, 2024
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8K+ 17.59% |
$1.18M - $1.41M
|
53.5K
$12.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.97KNew |
$1.18M - $1.41M
|
7.97K
$1.91M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
7.86KNew |
$1.16M - $1.39M
|
7.86K
$1.88M
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
7.84KNew |
$1.16M - $1.38M
|
7.84K
$1.88M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
7.78K+ 99.46% |
$1.15M - $1.37M
|
15.6K
$3.73M
|
|
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
7.61KNew |
$1.13M - $1.34M
|
7.61K
$1.82M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.58KNew |
$1.12M - $1.34M
|
7.58K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.38KNew |
$1.09M - $1.3M
|
7.38K
$1.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.22K+ 0.5% |
$1.07M - $1.27M
|
1.45M
$347M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.14K+ 15.66% |
$1.06M - $1.26M
|
52.8K
$12.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
7.08K+ 14.58% |
$1.05M - $1.25M
|
55.6K
$13.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
7.02K+ 7.99% |
$1.04M - $1.24M
|
94.8K
$22.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.8KNew |
$1.01M - $1.2M
|
6.8K
$1.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
6.66KNew |
$985K - $1.18M
|
6.66K
$1.59M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
6.63K+ 40.53% |
$982K - $1.17M
|
23K
$5.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
6.57K+ 170.39% |
$972K - $1.16M
|
10.4K
$2.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.54K+ 74.44% |
$968K - $1.15M
|
15.3K
$3.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.53KNew |
$967K - $1.15M
|
6.53K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.52KNew |
$965K - $1.15M
|
6.52K
$1.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
6.51KNew |
$964K - $1.15M
|
6.51K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
6.5K+ 240.74% |
$962K - $1.15M
|
9.2K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
6.47K+ 4.87% |
$958K - $1.14M
|
139K
$33.3M
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
6.37K+ 38.67% |
$943K - $1.13M
|
22.8K
$5.47M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
6.28K+ 4.64% |
$930K - $1.11M
|
142K
$33.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
6.22K+ 50.23% |
$920K - $1.1M
|
18.6K
$4.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.2K+ 153.31% |
$918K - $1.1M
|
10.2K
$2.45M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6.2KNew |
$918K - $1.09M
|
6.2K
$1.48M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
6.2KNew |
$917K - $1.09M
|
6.2K
$1.48M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
6.12K+ 19.28% |
$906K - $1.08M
|
37.9K
$9.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.09KNew |
$902K - $1.08M
|
6.09K
$1.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.94KNew |
$879K - $1.05M
|
5.94K
$1.42M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
5.84K+ 8.83% |
$864K - $1.03M
|
71.9K
$17.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
5.83KNew |
$863K - $1.03M
|
5.83K
$1.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.82K+ 19.78% |
$862K - $1.03M
|
35.2K
$8.43M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.6KNew |
$829K - $989K
|
5.6K
$1.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5.58K+ 329.03% |
$826K - $985K
|
7.27K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
5.5K+ 6.08% |
$814K - $972K
|
96K
$23M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5.46KNew |
$808K - $964K
|
5.46K
$1.31M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
5.28KNew |
$781K - $932K
|
5.28K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.24KNew |
$776K - $925K
|
5.24K
$1.25M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.21K+ 1.81% |
$771K - $920K
|
292K
$69.9M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.13K+ 19.09% |
$759K - $906K
|
32K
$7.65M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
5.02K+ 2.42% |
$744K - $887K
|
213K
$50.9M
|