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 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.45K+ 9.55% |
$510K - $609K
|
39.5K
$9.04M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.39K+ 4.13% |
$503K - $600K
|
85.7K
$19.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.39K+ 2.28% |
$502K - $599K
|
152K
$34.8M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3.39KNew |
$502K - $598K
|
3.39K
$775K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.39K+ 19.28% |
$501K - $598K
|
21K
$4.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
3.35KNew |
$496K - $592K
|
3.35K
$767K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.31K+ 15.06% |
$490K - $584K
|
25.3K
$5.78M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.3KNew |
$488K - $583K
|
3.3K
$755K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
3.29K+ 24.27% |
$487K - $581K
|
16.8K
$3.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.26KNew |
$483K - $576K
|
3.26K
$746K
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.24K+ 105.75% |
$479K - $572K
|
6.3K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.2KNew |
$474K - $566K
|
3.2K
$733K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.2KNew |
$474K - $565K
|
3.2K
$732K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.14KNew |
$464K - $554K
|
3.14K
$717K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
3.13K+ 3.3% |
$463K - $552K
|
97.9K
$22.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.12K+ 125.4% |
$461K - $550K
|
5.6K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
3.1KNew |
$459K - $547K
|
3.1K
$709K
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
3.08KNew |
$455K - $543K
|
3.08K
$704K
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3.07K+ 76.8% |
$455K - $543K
|
7.07K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.04K+ 30.59% |
$450K - $537K
|
13K
$2.97M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.97KNew |
$440K - $525K
|
2.97K
$680K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.96K+ 0.04% |
$438K - $523K
|
8.36M
$1.91B
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.94KNew |
$435K - $518K
|
2.94K
$671K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
2.86K+ 3.81% |
$424K - $506K
|
78K
$17.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
2.85K+ 6.73% |
$423K - $504K
|
45.3K
$10.4M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.82KNew |
$417K - $497K
|
2.82K
$644K
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.8KNew |
$415K - $495K
|
2.8K
$641K
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.8KNew |
$415K - $495K
|
2.8K
$641K
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.79KNew |
$412K - $492K
|
2.79K
$637K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.75K+ 1.99% |
$407K - $485K
|
141K
$32.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.68K+ 26.41% |
$396K - $473K
|
12.8K
$2.93M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.65K+ 7.09% |
$392K - $467K
|
40K
$9.15M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.61KNew |
$386K - $461K
|
2.61K
$597K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.58K+ 1.25% |
$383K - $456K
|
210K
$48.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.57KNew |
$381K - $455K
|
2.57K
$589K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
2.57K+ 133.96% |
$381K - $454K
|
4.49K
$1.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Signify Wealth
|
BUY
|
- |
2.55KNew |
$378K - $451K
|
2.55K
$584K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.53K+ 7.86% |
$374K - $447K
|
34.7K
$7.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
2.53K+ 3.93% |
$374K - $446K
|
66.8K
$15.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
2.51K+ 3.0% |
$372K - $444K
|
86.3K
$19.7M
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.5K+ 11.73% |
$370K - $442K
|
23.8K
$5.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.48K+ 0.34% |
$368K - $439K
|
742K
$170M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.45K+ 53.9% |
$363K - $433K
|
7.01K
$1.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.45KNew |
$363K - $433K
|
2.45K
$561K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.45K+ 13.4% |
$362K - $432K
|
20.7K
$4.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.45K+ 77.97% |
$362K - $432K
|
5.58K
$1.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.39K+ 10.2% |
$354K - $422K
|
25.8K
$5.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
2.36KNew |
$349K - $416K
|
2.36K
$539K
|
|
|
Feb 11, 2022
Q4 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.34K+ 2.41% |
$346K - $413K
|
99.3K
$22.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
2.34K+ 13.66% |
$346K - $413K
|
19.4K
$4.45M
|