Purchases and Sales Made in Q4 2022 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-24.3K- 74.23% |
$2.83M - $3.3M
|
8.42K
$1.87M
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-24.5K- 13.3% |
$2.85M - $3.33M
|
159K
$35.5M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-25K- 19.64% |
$2.92M - $3.41M
|
103K
$22.8M
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-25.6K- 43.74% |
$2.99M - $3.49M
|
33K
$7.34M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-25.7K- 62.19% |
$3M - $3.5M
|
15.6K
$3.48M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-25.8K- 17.88% |
$3.01M - $3.51M
|
119K
$26.4M
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-26K- 28.85% |
$3.03M - $3.54M
|
64.2K
$14.3M
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-26.5K- 22.86% |
$3.09M - $3.61M
|
89.4K
$19.9M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-27.2K- 31.93% |
$3.17M - $3.7M
|
57.9K
$12.9M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.6K- 16.17% |
$3.45M - $4.03M
|
153K
$34.1M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-30.3K- 2.23% |
$3.53M - $4.12M
|
1.33M
$295M
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-32.2K- 16.56% |
$3.76M - $4.39M
|
162K
$36.1M
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-32.3K- 26.35% |
$3.76M - $4.39M
|
90.2K
$20.1M
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-34.4K- 67.04% |
$4.01M - $4.69M
|
16.9K
$3.77M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-36.3K- 47.0% |
$4.23M - $4.94M
|
40.9K
$9.11M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38.1K- 45.23% |
$4.44M - $5.19M
|
46.2K
$10.3M
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-44.9K- 77.68% |
$5.24M - $6.12M
|
12.9K
$2.87M
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
SELL
|
- |
-46.1K- 86.58% |
$5.37M - $6.27M
|
7.15K
$1.59M
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-52.8K- 38.3% |
$6.16M - $7.2M
|
85.1K
$19M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-58K- 55.68% |
$6.76M - $7.89M
|
46.2K
$10.3M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-60.6K- 7.03% |
$7.06M - $8.25M
|
801K
$178M
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-62.1K- 76.32% |
$7.23M - $8.45M
|
19.3K
$4.28M
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-63.6K- 7.97% |
$7.41M - $8.66M
|
735K
$164M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-67K- 68.93% |
$7.81M - $9.12M
|
30.2K
$6.72M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-74.6K- 6.62% |
$8.69M - $10.2M
|
1.05M
$234M
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-75.3K- 13.94% |
$8.77M - $10.2M
|
465K
$103M
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-78.5K- 61.73% |
$9.15M - $10.7M
|
48.7K
$10.8M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-79.5K- 22.13% |
$9.27M - $10.8M
|
280K
$62.3M
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-88.4K- 21.19% |
$10.3M - $12M
|
329K
$73.1M
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-94.6K- 96.13% |
$11M - $12.9M
|
3.81K
$847K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-95.3K- 9.92% |
$11.1M - $13M
|
865K
$192M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-96.8K- 48.4% |
$11.3M - $13.2M
|
103K
$23M
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-103K- 67.72% |
$12M - $14M
|
48.9K
$10.9M
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-105K- 12.51% |
$12.2M - $14.2M
|
731K
$163M
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-105K- 62.71% |
$12.2M - $14.2M
|
62.2K
$13.8M
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-112K- 51.64% |
$13M - $15.2M
|
105K
$23.3M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-120K- 2.84% |
$14M - $16.4M
|
4.12M
$917M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-127K- 1.73% |
$14.9M - $17.4M
|
7.23M
$1.61B
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-132K- 3.32% |
$15.4M - $18M
|
3.84M
$855M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-132K- 3.32% |
$15.4M - $18M
|
3.84M
$855M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-143K- 67.38% |
$16.7M - $19.5M
|
69.2K
$15.4M
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-150K- 49.99% |
$17.5M - $20.4M
|
150K
$33.4M
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-157K- 95.65% |
$18.3M - $21.4M
|
7.14K
$1.59M
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-162K- 79.34% |
$18.9M - $22M
|
42.2K
$9.38M
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-162K- 5.35% |
$18.9M - $22.1M
|
2.87M
$640M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-177K- 3.94% |
$20.6M - $24.1M
|
4.31M
$959M
|
|
Feb 10, 2023
Q4 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-187K- 10.27% |
$21.8M - $25.4M
|
1.63M
$363M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-201K- 13.77% |
$23.4M - $27.3M
|
1.26M
$280M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-248K- 10.68% |
$28.9M - $33.8M
|
2.07M
$462M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-276K- 6.08% |
$32.2M - $37.6M
|
4.26M
$949M
|