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 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-81- 3.22% |
$16.7K - $19.6K
|
2.44K
$693K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-81- 0.91% |
$16.7K - $19.6K
|
8.77K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-82- 2.1% |
$16.9K - $19.9K
|
3.82K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-83- 6.04% |
$17.1K - $20.1K
|
1.29K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-83- 2.96% |
$17.1K - $20.1K
|
2.72K
$775K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-84- 6.2% |
$17.3K - $20.3K
|
1.27K
$362K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-85- 4.98% |
$17.5K - $20.6K
|
1.62K
$461K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-85- 0.88% |
$17.5K - $20.6K
|
9.55K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-85- 20.73% |
$17.5K - $20.6K
|
325
$92.5K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-85- 8.61% |
$17.5K - $20.6K
|
902
$257K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-86- 0.09% |
$17.7K - $20.8K
|
97.4K
$27.7M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-87- 6.5% |
$18K - $21.1K
|
1.25K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-87- 6.09% |
$18K - $21.1K
|
1.34K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-89- 6.07% |
$18.4K - $21.6K
|
1.38K
$392K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-90- 1.98% |
$18.6K - $21.8K
|
4.46K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-91- 0.2% |
$18.8K - $22K
|
45.3K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-92- 0.96% |
$19K - $22.3K
|
9.45K
$2.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-93- 0.92% |
$19.2K - $22.5K
|
9.98K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-93- 3.89% |
$19.2K - $22.5K
|
2.3K
$655K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-93- 7.27% |
$19.2K - $22.5K
|
1.19K
$338K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-93- 5.29% |
$19.2K - $22.5K
|
1.67K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-95- 4.87% |
$19.6K - $23K
|
1.86K
$528K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-97- 1.69% |
$20K - $23.5K
|
5.66K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-98- 1.78% |
$20.2K - $23.7K
|
5.4K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-99- 0.33% |
$20.4K - $24K
|
30.1K
$8.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-99- 0.81% |
$20.4K - $24K
|
12.1K
$3.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 1.53% |
$20.6K - $24.2K
|
6.46K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-100- 0.75% |
$20.6K - $24.2K
|
13.2K
$3.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-100- 6.08% |
$20.6K - $24.2K
|
1.54K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-100- 0.89% |
$20.6K - $24.2K
|
11.1K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-100- 17.61% |
$20.6K - $24.2K
|
468
$133K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-100- 18.87% |
$20.6K - $24.2K
|
430
$122K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-101- 4.6% |
$20.8K - $24.5K
|
2.09K
$596K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-102- 13.16% |
$21.1K - $24.7K
|
673
$192K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-103- 1.1% |
$21.3K - $24.9K
|
9.27K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-105- 4.8% |
$21.7K - $25.4K
|
2.08K
$593K
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-105- 4.57% |
$21.7K - $25.4K
|
2.19K
$625K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-106- 0.38% |
$21.9K - $25.7K
|
27.6K
$7.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-107- 66.88% |
$22.1K - $25.9K
|
53
$15.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-108- 1.52% |
$22.3K - $26.2K
|
6.99K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-110- 66.67% |
$22.7K - $26.6K
|
55
$15.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-111- 4.63% |
$22.9K - $26.9K
|
2.29K
$651K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-112- 1.5% |
$23.1K - $27.1K
|
7.37K
$2.1M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-113- 3.44% |
$23.3K - $27.4K
|
3.17K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-116- 1.04% |
$23.9K - $28.1K
|
11K
$3.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-118- 4.29% |
$24.4K - $28.6K
|
2.63K
$749K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-119- 6.51% |
$24.6K - $28.8K
|
1.71K
$486K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-120- 1.29% |
$24.8K - $29.1K
|
9.19K
$2.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-121- 1.24% |
$25K - $29.3K
|
9.66K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-121- 2.36% |
$25K - $29.3K
|
5.01K
$1.43M
|