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 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.81KNew |
$211K - $247K
|
1.81K
$404K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.81KNew |
$211K - $247K
|
1.81K
$403K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.79K+ 8.14% |
$209K - $244K
|
23.8K
$5.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.79K+ 3.12% |
$209K - $244K
|
59.2K
$13.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.79KNew |
$208K - $243K
|
1.79K
$398K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
1.79KNew |
$208K - $243K
|
1.79K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.78KNew |
$207K - $242K
|
1.78K
$396K
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 10.16% |
$207K - $242K
|
19.2K
$4.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.77KNew |
$206K - $241K
|
1.77K
$394K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.77KNew |
$206K - $241K
|
1.77K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.76KNew |
$205K - $240K
|
1.76K
$392K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.76KNew |
$205K - $239K
|
1.76K
$391K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.75KNew |
$204K - $238K
|
1.75K
$390K
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.75KNew |
$204K - $238K
|
1.75K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.74K+ 1.23% |
$202K - $236K
|
143K
$31.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.73KNew |
$202K - $236K
|
1.73K
$385K
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
1.73KNew |
$201K - $235K
|
1.73K
$384K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.7KNew |
$198K - $231K
|
1.7K
$378K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.68KNew |
$196K - $229K
|
1.68K
$374K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
1.67KNew |
$195K - $227K
|
1.67K
$372K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.66KNew |
$194K - $227K
|
1.66K
$370K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
1.66KNew |
$193K - $225K
|
1.66K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.65K+ 58.79% |
$192K - $225K
|
4.45K
$991K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.65KNew |
$192K - $224K
|
1.65K
$366K
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.64KNew |
$192K - $224K
|
1.64K
$366K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.64KNew |
$192K - $224K
|
1.64K
$366K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.64KNew |
$191K - $223K
|
1.64K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.64KNew |
$191K - $223K
|
1.64K
$364K
|
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1.64KNew |
$191K - $223K
|
1.64K
$364K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
1.63K+ 84.66% |
$190K - $222K
|
3.56K
$793K
|
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
1.63KNew |
$189K - $221K
|
1.63K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.62KNew |
$189K - $221K
|
1.62K
$361K
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
1.62KNew |
$188K - $220K
|
1.62K
$360K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.62KNew |
$188K - $220K
|
1.62K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
1.61KNew |
$188K - $219K
|
1.61K
$358K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.61KNew |
$187K - $219K
|
1.61K
$358K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$186K - $217K
|
1.6K
$355K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 13.79% |
$184K - $215K
|
13K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.57KNew |
$183K - $214K
|
1.57K
$350K
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.56K+ 7.91% |
$181K - $212K
|
21.2K
$4.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.55K+ 1.77% |
$181K - $211K
|
89.5K
$19.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.55K+ 4.52% |
$181K - $211K
|
35.8K
$7.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.55KNew |
$181K - $211K
|
1.55K
$345K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.54K+ 59.51% |
$179K - $210K
|
4.13K
$918K
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.53K+ 4.49% |
$178K - $208K
|
35.5K
$7.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
1.51K+ 1.58% |
$176K - $206K
|
97.6K
$21.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
1.47K+ 53.17% |
$172K - $201K
|
4.25K
$945K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.45K+ 7.14% |
$169K - $198K
|
21.8K
$4.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
1.43K+ 15.15% |
$167K - $195K
|
10.9K
$2.42M
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.39K+ 9.6% |
$161K - $189K
|
15.8K
$3.52M
|