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 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
492+ 18.33% |
$88.4K - $125K
|
3.18K
$904K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
491+ 11.69% |
$88.2K - $124K
|
4.69K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
485New |
$87.2K - $123K
|
485
$138K
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
473+ 0.88% |
$85K - $120K
|
54.4K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
464+ 36.51% |
$83.4K - $117K
|
1.74K
$494K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
463+ 1.45% |
$83.2K - $117K
|
32.4K
$9.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
460New |
$82.7K - $116K
|
460
$131K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
459+ 2.58% |
$82.5K - $116K
|
18.2K
$5.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
455+ 4.51% |
$81.8K - $115K
|
10.5K
$3M
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
454+ 0.84% |
$81.6K - $115K
|
54.3K
$15.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
448+ 2.81% |
$80.5K - $113K
|
16.4K
$4.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
434+ 41.22% |
$78K - $110K
|
1.49K
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
431+ 19.95% |
$77.5K - $109K
|
2.59K
$738K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
424+ 19.77% |
$76.2K - $107K
|
2.57K
$731K
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
417+ 2.41% |
$74.9K - $106K
|
17.7K
$5.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
415+ 14.19% |
$74.6K - $105K
|
3.34K
$951K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
410+ 10.89% |
$73.7K - $104K
|
4.17K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
407+ 2.0% |
$73.2K - $103K
|
20.7K
$5.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
404+ 0.27% |
$72.6K - $102K
|
151K
$42.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
400+ 17.78% |
$71.9K - $101K
|
2.65K
$754K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
400+ 13.87% |
$71.9K - $101K
|
3.28K
$935K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
396New |
$71.2K - $100K
|
396
$113K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
392+ 31.54% |
$70.5K - $99.3K
|
1.64K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
390+ 1.81% |
$70.1K - $98.8K
|
22K
$6.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
382New |
$68.7K - $96.7K
|
382
$109K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
380+ 2.68% |
$68.3K - $96.2K
|
14.6K
$4.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
377+ 0.9% |
$67.8K - $95.5K
|
42.4K
$12.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
373+ 6.33% |
$67K - $94.5K
|
6.27K
$1.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
371+ 1.14% |
$66.7K - $93.9K
|
33K
$9.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
369+ 2.22% |
$66.3K - $93.4K
|
17K
$4.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
366+ 45.98% |
$65.8K - $92.7K
|
1.16K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
363+ 7.9% |
$65.2K - $91.9K
|
4.96K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
361+ 24.03% |
$64.9K - $91.4K
|
1.86K
$530K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
359+ 5.16% |
$64.5K - $90.9K
|
7.31K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
355+ 1.0% |
$63.8K - $89.9K
|
35.8K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
355+ 3.03% |
$63.8K - $89.9K
|
12.1K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
354+ 0.95% |
$63.6K - $89.6K
|
37.5K
$10.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
351+ 4.82% |
$63.1K - $88.9K
|
7.64K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
350+ 7.52% |
$62.9K - $88.6K
|
5.01K
$1.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
349+ 2.55% |
$62.7K - $88.4K
|
14K
$3.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
345New |
$62K - $87.4K
|
345
$98.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
341+ 0.32% |
$61.3K - $86.4K
|
105K
$30M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
337+ 2.62% |
$60.6K - $85.3K
|
13.2K
$3.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
335+ 2.61% |
$60.2K - $84.8K
|
13.2K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
334+ 13.93% |
$60K - $84.6K
|
2.73K
$777K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
332+ 3.79% |
$59.7K - $84.1K
|
9.09K
$2.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
321+ 1.67% |
$57.7K - $81.3K
|
19.5K
$5.55M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
318+ 25.36% |
$57.2K - $80.5K
|
1.57K
$448K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
318+ 0.97% |
$57.2K - $80.5K
|
32.9K
$9.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
315+ 954.55% |
$56.6K - $79.8K
|
348
$99.1K
|