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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
91+ 5.59% |
$18.8K - $22K
|
1.72K
$490K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
90+ 8.71% |
$18.6K - $21.8K
|
1.12K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
90New |
$18.6K - $21.8K
|
90
$25.6K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
90+ 0.6% |
$18.6K - $21.8K
|
15.1K
$4.31M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
89+ 2.29% |
$18.4K - $21.6K
|
3.98K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
89+ 4.08% |
$18.4K - $21.6K
|
2.27K
$646K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
88+ 14.06% |
$18.2K - $21.3K
|
714
$203K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
87+ 3.43% |
$18K - $21.1K
|
2.62K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
87+ 6.46% |
$18K - $21.1K
|
1.43K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
85+ 1.22% |
$17.5K - $20.6K
|
7.08K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
85+ 6.82% |
$17.5K - $20.6K
|
1.33K
$379K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
81+ 27.0% |
$16.7K - $19.6K
|
381
$108K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
80+ 0.97% |
$16.5K - $19.4K
|
8.3K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
80+ 0.67% |
$16.5K - $19.4K
|
12K
$3.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
80+ 3.14% |
$16.5K - $19.4K
|
2.63K
$748K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79+ 5.07% |
$16.3K - $19.1K
|
1.64K
$466K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
78+ 0.93% |
$16.1K - $18.9K
|
8.48K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
78New |
$16.1K - $18.9K
|
78
$22.2K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
78+ 3.94% |
$16.1K - $18.9K
|
2.06K
$586K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
77+ 1.21% |
$15.9K - $18.6K
|
6.44K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
77+ 1.98% |
$15.9K - $18.6K
|
3.96K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
77+ 7.22% |
$15.9K - $18.6K
|
1.14K
$326K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
76+ 1.0% |
$15.7K - $18.4K
|
7.7K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
76+ 2.7% |
$15.7K - $18.4K
|
2.89K
$823K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
76+ 7.75% |
$15.7K - $18.4K
|
1.06K
$301K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
75+ 6.36% |
$15.5K - $18.2K
|
1.25K
$357K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
75+ 3.16% |
$15.5K - $18.2K
|
2.45K
$697K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
75+ 0.83% |
$15.5K - $18.2K
|
9.14K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
75+ 6.82% |
$15.5K - $18.2K
|
1.18K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
75+ 0.83% |
$15.5K - $18.2K
|
9.07K
$2.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
74+ 6.78% |
$15.3K - $17.9K
|
1.17K
$332K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
74+ 4.47% |
$15.3K - $17.9K
|
1.73K
$493K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
72+ 2.8% |
$14.9K - $17.4K
|
2.65K
$753K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
72+ 2.9% |
$14.9K - $17.4K
|
2.56K
$728K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
69+ 55.65% |
$14.2K - $16.7K
|
193
$54.9K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
68+ 4.08% |
$14K - $16.5K
|
1.74K
$494K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
67+ 4.17% |
$13.8K - $16.2K
|
1.67K
$476K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
65+ 16.41% |
$13.4K - $15.7K
|
461
$131K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
65+ 1.2% |
$13.4K - $15.7K
|
5.48K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
65New |
$13.4K - $15.7K
|
65
$18.5K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
65+ 2.32% |
$13.4K - $15.7K
|
2.86K
$815K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
63+ 19.57% |
$13K - $15.3K
|
385
$110K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
63+ 0.45% |
$13K - $15.3K
|
14.2K
$4.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
61+ 1.65% |
$12.6K - $14.8K
|
3.76K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
60+ 5.54% |
$12.4K - $14.5K
|
1.14K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
59+ 2.44% |
$12.2K - $14.3K
|
2.48K
$705K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
59+ 1.45% |
$12.2K - $14.3K
|
4.14K
$1.18M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
58+ 5.91% |
$12K - $14K
|
1.04K
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
57+ 407.14% |
$11.8K - $13.8K
|
71
$20.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
56+ 1.15% |
$11.6K - $13.6K
|
4.93K
$1.4M
|