Purchases and Sales Made in Q1 2025 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
627K+ 20548.02% |
$129M - $152M
|
630K
$130M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.11K+ 21.28% |
$435K - $511K
|
12K
$2.48M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.43K+ 66.4% |
$295K - $347K
|
3.59K
$740K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.36K+ 5.31% |
$281K - $329K
|
27K
$5.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.16K+ 8.48% |
$240K - $282K
|
14.9K
$3.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
814+ 8.78% |
$168K - $197K
|
10.1K
$2.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
377+ 2.16% |
$77.8K - $91.3K
|
17.8K
$3.67M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
309+ 19.94% |
$63.8K - $74.8K
|
1.86K
$384K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
240+ 1.96% |
$49.5K - $58.1K
|
12.5K
$2.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
81+ 27.0% |
$16.7K - $19.6K
|
381
$78.6K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
75+ 6.36% |
$15.5K - $18.2K
|
1.25K
$259K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
74+ 6.78% |
$15.3K - $17.9K
|
1.17K
$241K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
49+ 0.14% |
$10.1K - $11.9K
|
33.9K
$7M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
25+ 0.07% |
$5.16K - $6.05K
|
34.3K
$7.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3+ 0.11% |
$619 - $727
|
2.69K
$556K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-43- 0.43% |
$8.87K - $10.4K
|
9.98K
$2.06M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-51- 80.95% |
$10.5K - $12.4K
|
12
$2.48K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-57- 1.64% |
$11.8K - $13.8K
|
3.41K
$704K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-101- 4.6% |
$20.8K - $24.5K
|
2.09K
$432K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-120- 1.29% |
$24.8K - $29.1K
|
9.19K
$1.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-159- 10.13% |
$32.8K - $38.5K
|
1.41K
$291K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-166- 5.65% |
$34.3K - $40.2K
|
2.77K
$572K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-344- 3.54% |
$71K - $83.3K
|
9.38K
$1.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-403- 2.89% |
$83.2K - $97.6K
|
13.5K
$2.79M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-495- 21.06% |
$102K - $120K
|
1.86K
$383K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-530- 7.17% |
$109K - $128K
|
6.86K
$1.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-631- 19.03% |
$130K - $153K
|
2.68K
$554K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.22K- 11.12% |
$665K - $780K
|
25.7K
$5.31M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.29K- 23.28% |
$678K - $796K
|
10.8K
$2.24M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.31K- 15.66% |
$682K - $801K
|
17.8K
$3.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-21.4K- 32.13% |
$4.41M - $5.18M
|
45.2K
$9.32M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-25.2K- 77.08% |
$5.19M - $6.09M
|
7.48K
$1.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-239K- 49.52% |
$49.3M - $57.9M
|
244K
$50.3M
|