Purchases and Sales Made in Q2 2025 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
706+ 88.92% |
$127K - $179K
|
1.5K
$427K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
705+ 3.19% |
$127K - $179K
|
22.8K
$6.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
705New |
$127K - $179K
|
705
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
700+ 21.96% |
$126K - $177K
|
3.89K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
699+ 1.38% |
$126K - $177K
|
51.3K
$14.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
698+ 40.91% |
$125K - $177K
|
2.4K
$684K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
671+ 4.87% |
$121K - $170K
|
14.5K
$4.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
667+ 33.02% |
$120K - $169K
|
2.69K
$765K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
663+ 1.85% |
$119K - $168K
|
36.5K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
654+ 65.79% |
$118K - $166K
|
1.65K
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
653+ 25.26% |
$117K - $165K
|
3.24K
$922K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
652+ 13.02% |
$117K - $165K
|
5.66K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
630+ 1.73% |
$113K - $160K
|
37K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
624+ 3.33% |
$112K - $158K
|
19.4K
$5.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
619+ 41.6% |
$111K - $157K
|
2.11K
$600K
|
|
|
Oct 10, 2025
Q2 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
617+ 2.95% |
$111K - $156K
|
21.5K
$6.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
616+ 21.17% |
$111K - $156K
|
3.53K
$1M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
613+ 15.14% |
$110K - $155K
|
4.66K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
611+ 1.65% |
$110K - $155K
|
37.7K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
610+ 0.95% |
$110K - $154K
|
65.1K
$18.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
608+ 5.63% |
$109K - $154K
|
11.4K
$3.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
607+ 0.37% |
$109K - $154K
|
163K
$46.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
600+ 4.37% |
$108K - $152K
|
14.3K
$4.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
600New |
$108K - $152K
|
600
$171K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
585+ 4.1% |
$105K - $148K
|
14.9K
$4.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
581New |
$104K - $147K
|
581
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
578+ 2.56% |
$104K - $146K
|
23.2K
$6.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
577+ 8.75% |
$104K - $146K
|
7.18K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
577+ 7.62% |
$104K - $146K
|
8.15K
$2.32M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
567+ 9.08% |
$102K - $144K
|
6.81K
$1.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
558+ 18.51% |
$100K - $141K
|
3.57K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
555+ 7.87% |
$99.8K - $141K
|
7.6K
$2.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
550+ 55.0% |
$98.9K - $139K
|
1.55K
$441K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
546+ 50.05% |
$98.1K - $138K
|
1.64K
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
545+ 54.5% |
$98K - $138K
|
1.55K
$440K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
544+ 2.99% |
$97.8K - $138K
|
18.8K
$5.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
544+ 20.92% |
$97.8K - $138K
|
3.15K
$895K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
543+ 7.88% |
$97.6K - $138K
|
7.44K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
531+ 15.11% |
$95.4K - $134K
|
4.05K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
529+ 4.98% |
$95.1K - $134K
|
11.2K
$3.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
513+ 51.2% |
$92.2K - $130K
|
1.52K
$431K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
513+ 4.31% |
$92.2K - $130K
|
12.4K
$3.54M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
507+ 8.82% |
$91.1K - $128K
|
6.26K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
503+ 51.86% |
$90.4K - $127K
|
1.47K
$419K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
502+ 14.89% |
$90.2K - $127K
|
3.87K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
502+ 7.76% |
$90.2K - $127K
|
6.97K
$1.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
500+ 16.06% |
$89.9K - $127K
|
3.61K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Gruss & Co., LLC
|
BUY
|
- |
500+ 50.0% |
$89.9K - $127K
|
1.5K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
500+ 39.09% |
$89.9K - $127K
|
1.78K
$506K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
494+ 10.65% |
$88.8K - $125K
|
5.13K
$1.46M
|