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 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.81K- 2.76% |
$786K - $922K
|
134K
$38.2M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-3.81K- 62.03% |
$786K - $923K
|
2.33K
$664K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 1.49% |
$795K - $932K
|
255K
$72.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.86K- 13.94% |
$796K - $934K
|
23.8K
$6.78M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.9K- 8.66% |
$805K - $944K
|
41.1K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.94K- 20.81% |
$813K - $954K
|
15K
$4.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.06K- 25.39% |
$837K - $982K
|
11.9K
$3.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.13K- 0.84% |
$853K - $1M
|
486K
$138M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.22K- 12.76% |
$870K - $1.02M
|
28.8K
$8.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.22K- 25.01% |
$871K - $1.02M
|
12.7K
$3.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-4.25K- 12.88% |
$876K - $1.03M
|
28.7K
$8.17M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.37K- 11.69% |
$901K - $1.06M
|
33K
$9.39M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.39K- 4.36% |
$906K - $1.06M
|
96.2K
$27.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.42K- 5.63% |
$911K - $1.07M
|
74.1K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.78K- 8.64% |
$986K - $1.16M
|
50.5K
$14.4M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.78K- 8.64% |
$986K - $1.16M
|
50.5K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.78K- 0.51% |
$987K - $1.16M
|
940K
$268M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.82K- 23.57% |
$994K - $1.17M
|
15.6K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-4.84K- 17.3% |
$998K - $1.17M
|
23.1K
$6.58M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-4.86K- 30.26% |
$1M - $1.18M
|
11.2K
$3.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.88K- 51.36% |
$1.01M - $1.18M
|
4.62K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.9K- 4.12% |
$1.01M - $1.19M
|
114K
$32.4M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.93K- 4.59% |
$1.02M - $1.19M
|
102K
$29.1M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.02K- 9.26% |
$1.04M - $1.22M
|
49.2K
$14M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-5.23K- 9.52% |
$1.08M - $1.27M
|
49.7K
$14.2M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.26K- 16.49% |
$1.08M - $1.27M
|
26.6K
$7.57M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-5.29K- 11.37% |
$1.09M - $1.28M
|
41.2K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.37K- 22.93% |
$1.11M - $1.3M
|
18.1K
$5.14M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-5.45K- 4.19% |
$1.12M - $1.32M
|
125K
$35.5M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.5K- 67.86% |
$1.14M - $1.33M
|
2.61K
$742K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.52K- 2.98% |
$1.14M - $1.34M
|
180K
$51.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.68K- 12.48% |
$1.17M - $1.38M
|
39.8K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-5.69K- 54.52% |
$1.17M - $1.38M
|
4.75K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.71K- 37.66% |
$1.18M - $1.38M
|
9.45K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-5.79K- 12.32% |
$1.2M - $1.4M
|
41.2K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-5.85K- 15.61% |
$1.21M - $1.42M
|
31.6K
$9.01M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.97K- 49.99% |
$1.23M - $1.45M
|
5.97K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-6.08K- 31.16% |
$1.25M - $1.47M
|
13.4K
$3.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.08K- 56.13% |
$1.25M - $1.47M
|
4.75K
$1.35M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-6.19K- 84.81% |
$1.28M - $1.5M
|
1.11K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.21K- 8.5% |
$1.28M - $1.5M
|
66.8K
$19M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-6.25K- 82.64% |
$1.29M - $1.51M
|
1.31K
$374K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.26K- 9.09% |
$1.29M - $1.52M
|
62.6K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.3K- 22.51% |
$1.3M - $1.52M
|
21.7K
$6.17M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.4K- 52.1% |
$1.32M - $1.55M
|
5.89K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6.42K- 19.17% |
$1.32M - $1.55M
|
27.1K
$7.71M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6.49K- 58.54% |
$1.34M - $1.57M
|
4.6K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-6.52K- 1.33% |
$1.35M - $1.58M
|
484K
$138M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.55K- 63.58% |
$1.35M - $1.59M
|
3.75K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.73K- 23.32% |
$1.39M - $1.63M
|
22.1K
$6.3M
|