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
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.74K- 32.89% |
$1.39M - $1.63M
|
13.8K
$3.92M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.77K- 7.1% |
$1.4M - $1.64M
|
88.7K
$25.2M
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.78K- 33.81% |
$1.4M - $1.64M
|
13.3K
$3.78M
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-6.8K- 44.31% |
$1.4M - $1.65M
|
8.55K
$2.43M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.81K- 5.56% |
$1.4M - $1.65M
|
116K
$32.9M
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-6.88K- 1.45% |
$1.42M - $1.67M
|
468K
$133M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.01K- 70.37% |
$1.45M - $1.7M
|
2.95K
$840K
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-7.14K- 44.31% |
$1.47M - $1.73M
|
8.98K
$2.56M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-7.17K- 4.65% |
$1.48M - $1.74M
|
147K
$41.8M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.18K- 8.34% |
$1.48M - $1.74M
|
78.9K
$22.4M
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.2K- 32.1% |
$1.49M - $1.74M
|
15.2K
$4.34M
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.22K- 65.68% |
$1.49M - $1.75M
|
3.77K
$1.07M
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.35K- 30.0% |
$1.52M - $1.78M
|
17.1K
$4.88M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.41K- 4.6% |
$1.53M - $1.8M
|
154K
$43.7M
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-7.42K- 28.66% |
$1.53M - $1.8M
|
18.5K
$5.26M
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.48K- 52.03% |
$1.54M - $1.81M
|
6.89K
$1.96M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-7.82K- 5.56% |
$1.61M - $1.89M
|
133K
$37.8M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.84K- 42.08% |
$1.62M - $1.9M
|
10.8K
$3.07M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.87K- 5.28% |
$1.62M - $1.91M
|
141K
$40.2M
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.11K- 43.59% |
$1.67M - $1.96M
|
10.5K
$2.99M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.24K- 49.99% |
$1.7M - $2M
|
8.24K
$2.35M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.37K- 23.86% |
$1.73M - $2.03M
|
26.7K
$7.61M
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-8.4K- 17.14% |
$1.73M - $2.03M
|
40.6K
$11.6M
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8.43K- 3.84% |
$1.74M - $2.04M
|
211K
$60.1M
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-8.53K- 19.52% |
$1.76M - $2.06M
|
35.2K
$10M
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-8.55K- 43.73% |
$1.76M - $2.07M
|
11K
$3.13M
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-8.57K- 34.32% |
$1.77M - $2.07M
|
16.4K
$4.67M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.09K- 2.88% |
$1.88M - $2.2M
|
306K
$87.2M
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-9.26K- 59.11% |
$1.91M - $2.24M
|
6.41K
$1.82M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.43K- 11.75% |
$1.95M - $2.28M
|
70.8K
$20.2M
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-9.48K- 17.51% |
$1.96M - $2.3M
|
44.7K
$12.7M
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-9.61K- 54.67% |
$1.98M - $2.33M
|
7.97K
$2.27M
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-9.82K- 24.58% |
$2.03M - $2.38M
|
30.1K
$8.57M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.93K- 9.06% |
$2.05M - $2.4M
|
99.7K
$28.4M
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-9.93K- 20.81% |
$2.05M - $2.4M
|
37.8K
$10.8M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.97K- 8.69% |
$2.06M - $2.42M
|
105K
$29.8M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.2K- 22.41% |
$2.1M - $2.47M
|
35.2K
$10M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.3K- 48.65% |
$2.13M - $2.5M
|
10.9K
$3.1M
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-10.4K- 86.91% |
$2.14M - $2.51M
|
1.56K
$444K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-10.8K- 5.68% |
$2.23M - $2.62M
|
180K
$51.1M
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-10.9K- 87.0% |
$2.24M - $2.63M
|
1.62K
$462K
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-11.2K- 47.83% |
$2.32M - $2.72M
|
12.3K
$3.49M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-11.5K- 5.97% |
$2.37M - $2.78M
|
181K
$51.4M
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-11.5K- 39.94% |
$2.38M - $2.79M
|
17.3K
$4.93M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.9K- 76.04% |
$2.46M - $2.88M
|
3.75K
$1.07M
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-12.1K- 2.93% |
$2.51M - $2.94M
|
403K
$115M
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-12.3K- 34.67% |
$2.53M - $2.97M
|
23.1K
$6.58M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-12.5K- 3.48% |
$2.58M - $3.02M
|
346K
$98.6M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.7K- 19.49% |
$2.62M - $3.08M
|
52.5K
$15M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 31.69% |
$2.66M - $3.12M
|
27.7K
$7.9M
|