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 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
50+ 1.67% |
$10.3K - $12.1K
|
3.04K
$703K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
49+ 0.14% |
$10.1K - $11.9K
|
33.9K
$7.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
49+ 1.13% |
$10.1K - $11.9K
|
4.4K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
46+ 1.82% |
$9.49K - $11.1K
|
2.58K
$595K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
46+ 0.74% |
$9.49K - $11.1K
|
6.23K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 5.99% |
$9.29K - $10.9K
|
796
$184K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
45+ 1.79% |
$9.29K - $10.9K
|
2.57K
$593K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
42+ 1.9% |
$8.67K - $10.2K
|
2.26K
$521K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 0.31% |
$8.67K - $10.2K
|
13.4K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
42+ 3.95% |
$8.67K - $10.2K
|
1.11K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41+ 0.16% |
$8.46K - $9.93K
|
25.6K
$5.9M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
41New |
$8.46K - $9.93K
|
41
$9.47K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 1.52% |
$8.26K - $9.69K
|
2.67K
$617K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
39+ 2.4% |
$8.05K - $9.45K
|
1.67K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37+ 0.2% |
$7.64K - $8.96K
|
18.5K
$4.26M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
37+ 2.75% |
$7.64K - $8.96K
|
1.38K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
36+ 0.1% |
$7.43K - $8.72K
|
36.2K
$8.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
35+ 1.9% |
$7.22K - $8.48K
|
1.88K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
35New |
$7.22K - $8.48K
|
35
$8.08K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
34+ 1.59% |
$7.02K - $8.23K
|
2.17K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
33+ 0.22% |
$6.81K - $7.99K
|
14.8K
$3.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
33+ 0.19% |
$6.81K - $7.99K
|
17.8K
$4.1M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
32+ 0.73% |
$6.6K - $7.75K
|
4.4K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 0.35% |
$6.6K - $7.75K
|
9.29K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
31+ 2.22% |
$6.4K - $7.51K
|
1.43K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
30+ 2.44% |
$6.19K - $7.27K
|
1.26K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
30+ 0.36% |
$6.19K - $7.27K
|
8.34K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
30+ 1.7% |
$6.19K - $7.27K
|
1.8K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
29+ 0.42% |
$5.99K - $7.02K
|
6.86K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
28+ 1.89% |
$5.78K - $6.78K
|
1.51K
$349K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27+ 0.34% |
$5.57K - $6.54K
|
7.93K
$1.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
27+ 0.55% |
$5.57K - $6.54K
|
4.9K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
27+ 2.03% |
$5.57K - $6.54K
|
1.36K
$314K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
25+ 0.07% |
$5.16K - $6.05K
|
34.3K
$7.92M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
25+ 2.63% |
$5.16K - $6.05K
|
975
$225K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
24+ 2.15% |
$4.95K - $5.81K
|
1.14K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
23+ 1.26% |
$4.75K - $5.57K
|
1.85K
$428K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
23+ 1.57% |
$4.75K - $5.57K
|
1.49K
$344K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22+ 1.98% |
$4.54K - $5.33K
|
1.13K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
22+ 1.94% |
$4.54K - $5.33K
|
1.16K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
21+ 0.19% |
$4.33K - $5.09K
|
11.2K
$2.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
21+ 1.78% |
$4.33K - $5.09K
|
1.2K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
21+ 4.18% |
$4.33K - $5.09K
|
523
$121K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
21New |
$4.33K - $5.09K
|
21
$4.85K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
21+ 0.09% |
$4.33K - $5.09K
|
24.1K
$5.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
20+ 0.52% |
$4.13K - $4.84K
|
3.88K
$896K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
20+ 1.29% |
$4.13K - $4.84K
|
1.58K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20+ 2.0% |
$4.13K - $4.84K
|
1.02K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
20+ 1.08% |
$4.13K - $4.84K
|
1.87K
$432K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 2.9% |
$3.92K - $4.6K
|
674
$156K
|