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
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.07% |
$206 - $242
|
1.46K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1- 0.06% |
$206 - $242
|
1.58K
$448K
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-1- 0.46% |
$206 - $242
|
217
$61.8K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2- 0.09% |
$413 - $484
|
2.34K
$667K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.1% |
$619 - $727
|
3.13K
$892K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-3- 0.09% |
$619 - $727
|
3.22K
$917K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-3- 0.12% |
$619 - $727
|
2.6K
$741K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-3- 0.24% |
$619 - $727
|
1.25K
$355K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-4- 0.13% |
$826 - $969
|
3.04K
$864K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5- 0.31% |
$1.03K - $1.21K
|
1.62K
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5- 0.28% |
$1.03K - $1.21K
|
1.77K
$505K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-5- 0.43% |
$1.03K - $1.21K
|
1.16K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5- 0.49% |
$1.03K - $1.21K
|
1.02K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-5- 0.01% |
$1.03K - $1.21K
|
33.5K
$9.55M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-5- 0.2% |
$1.03K - $1.21K
|
2.47K
$702K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-6- 2.34% |
$1.24K - $1.45K
|
250
$71.2K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-6- 0.52% |
$1.24K - $1.45K
|
1.15K
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-7- 26.92% |
$1.44K - $1.7K
|
19
$5.41K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-8- 0.08% |
$1.65K - $1.94K
|
10K
$2.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8- 0.69% |
$1.65K - $1.94K
|
1.14K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-8- 0.19% |
$1.65K - $1.94K
|
4.26K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-8- 0.21% |
$1.65K - $1.94K
|
3.82K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-9- 0.42% |
$1.86K - $2.18K
|
2.12K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-9- 0.03% |
$1.86K - $2.18K
|
25.7K
$7.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 0.36% |
$2.06K - $2.42K
|
2.74K
$781K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-12- 0.45% |
$2.48K - $2.91K
|
2.65K
$754K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-12- 0.62% |
$2.48K - $2.91K
|
1.92K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12- 0.52% |
$2.48K - $2.91K
|
2.29K
$651K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-13- 0.99% |
$2.68K - $3.15K
|
1.3K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-13- 0.6% |
$2.68K - $3.15K
|
2.16K
$615K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-13- 1.13% |
$2.68K - $3.15K
|
1.14K
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-15- 0.88% |
$3.1K - $3.63K
|
1.68K
$479K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15- 5.45% |
$3.1K - $3.63K
|
260
$74K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 0.12% |
$3.1K - $3.63K
|
12.1K
$3.43M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-15- 0.37% |
$3.1K - $3.63K
|
4.04K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-19- 0.94% |
$3.92K - $4.6K
|
2K
$569K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 1.58% |
$4.13K - $4.84K
|
1.24K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-20- 0.11% |
$4.13K - $4.84K
|
19K
$5.4M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-20- 3.71% |
$4.13K - $4.84K
|
519
$148K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-22- 13.58% |
$4.54K - $5.33K
|
140
$39.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-23- 0.06% |
$4.75K - $5.57K
|
38.9K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23- 1.17% |
$4.75K - $5.57K
|
1.95K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-23- 1.43% |
$4.75K - $5.57K
|
1.59K
$452K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-24- 2.35% |
$4.95K - $5.81K
|
996
$284K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-24- 2.7% |
$4.95K - $5.81K
|
866
$247K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-24- 0.46% |
$4.95K - $5.81K
|
5.21K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-25- 0.18% |
$5.16K - $6.05K
|
13.7K
$3.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-25- 0.41% |
$5.16K - $6.05K
|
6.03K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-25- 0.4% |
$5.16K - $6.05K
|
6.17K
$1.76M
|