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
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-345- 10.8% |
$71.2K - $83.6K
|
2.85K
$811K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-348- 0.42% |
$71.8K - $84.3K
|
82.9K
$23.6M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-348- 54.37% |
$71.8K - $84.3K
|
292
$83.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-350- 18.13% |
$72.2K - $84.8K
|
1.58K
$450K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-352- 2.0% |
$72.6K - $85.2K
|
17.2K
$4.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-364- 3.74% |
$75.1K - $88.2K
|
9.36K
$2.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-365- 10.53% |
$75.3K - $88.4K
|
3.1K
$883K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-372- 0.57% |
$76.8K - $90.1K
|
65.2K
$18.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-376- 28.42% |
$77.6K - $91.1K
|
947
$270K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-377- 26.81% |
$77.8K - $91.3K
|
1.03K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-379- 67.92% |
$78.2K - $91.8K
|
179
$51K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-382- 3.26% |
$78.8K - $92.5K
|
11.3K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-383- 2.45% |
$79K - $92.8K
|
15.3K
$4.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-386- 3.2% |
$79.7K - $93.5K
|
11.7K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-386- 2.15% |
$79.7K - $93.5K
|
17.6K
$5M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-390- 17.77% |
$80.5K - $94.5K
|
1.81K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-394- 22.01% |
$81.3K - $95.4K
|
1.4K
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-395- 11.76% |
$81.5K - $95.7K
|
2.97K
$844K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-396- 28.43% |
$81.7K - $95.9K
|
997
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-399- 20.06% |
$82.3K - $96.6K
|
1.59K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-399- 66.06% |
$82.3K - $96.6K
|
205
$58.4K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-400- 9.41% |
$82.6K - $96.9K
|
3.85K
$1.1M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-400- 7.81% |
$82.6K - $96.9K
|
4.72K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-403- 2.89% |
$83.2K - $97.6K
|
13.5K
$3.85M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-403- 12.11% |
$83.2K - $97.6K
|
2.92K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-404- 25.49% |
$83.4K - $97.8K
|
1.18K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-405- 0.85% |
$83.6K - $98.1K
|
47.4K
$13.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-406- 3.06% |
$83.8K - $98.3K
|
12.9K
$3.67M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-407- 6.06% |
$84K - $98.6K
|
6.31K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-415- 8.19% |
$85.6K - $101K
|
4.65K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-418- 26.93% |
$86.3K - $101K
|
1.13K
$323K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-418- 7.73% |
$86.3K - $101K
|
4.99K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-420- 6.4% |
$86.7K - $102K
|
6.14K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-425- 16.97% |
$87.7K - $103K
|
2.08K
$592K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-434- 2.46% |
$89.6K - $105K
|
17.2K
$4.9M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-442- 7.82% |
$91.2K - $107K
|
5.21K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-444- 14.48% |
$91.6K - $108K
|
2.62K
$747K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-444- 1.2% |
$91.6K - $108K
|
36.5K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-451- 2.66% |
$93.1K - $109K
|
16.5K
$4.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-451- 2.01% |
$93.1K - $109K
|
22K
$6.25M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-451- 7.25% |
$93.1K - $109K
|
5.77K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-457- 21.05% |
$94.3K - $111K
|
1.71K
$488K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-457- 0.39% |
$94.3K - $111K
|
117K
$33.2M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-460- 3.78% |
$94.9K - $111K
|
11.7K
$3.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-461- 0.45% |
$95.1K - $112K
|
101K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-463- 0.85% |
$95.6K - $112K
|
54.1K
$15.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-465- 6.92% |
$96K - $113K
|
6.26K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-466- 21.99% |
$96.2K - $113K
|
1.65K
$471K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-467- 5.97% |
$96.4K - $113K
|
7.36K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-468- 15.25% |
$96.6K - $113K
|
2.6K
$740K
|