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 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.13K- 11.2% |
$203K - $286K
|
8.95K
$2.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.13K- 13.65% |
$203K - $286K
|
7.14K
$2.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 5.35% |
$206K - $290K
|
20.3K
$5.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.14K- 0.32% |
$206K - $290K
|
361K
$103M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.15K- 2.68% |
$207K - $291K
|
41.8K
$11.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.18K- 8.42% |
$213K - $300K
|
12.9K
$3.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.19K- 1.21% |
$214K - $302K
|
97K
$27.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.2K- 91.71% |
$215K - $303K
|
108
$30.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.21K- 23.42% |
$218K - $307K
|
3.97K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.22K- 2.95% |
$219K - $308K
|
40K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.22K- 34.3% |
$219K - $309K
|
2.34K
$665K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.22K- 32.38% |
$219K - $309K
|
2.55K
$726K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.22K- 0.92% |
$219K - $309K
|
132K
$37.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-1.23K- 2.59% |
$220K - $310K
|
46.1K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-1.23K- 19.41% |
$221K - $311K
|
5.1K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.25K- 19.76% |
$225K - $317K
|
5.08K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.28K- 9.4% |
$229K - $323K
|
12.3K
$3.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.28K- 14.28% |
$230K - $325K
|
7.7K
$2.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.29K- 5.94% |
$231K - $325K
|
20.3K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.29K- 5.39% |
$231K - $325K
|
22.6K
$6.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.29K- 1.1% |
$231K - $326K
|
116K
$32.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.3K- 49.64% |
$234K - $330K
|
1.32K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.31K- 29.17% |
$235K - $331K
|
3.18K
$904K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.33K- 11.7% |
$238K - $336K
|
10K
$2.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-1.37K- 50.0% |
$246K - $347K
|
1.37K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 5.05% |
$248K - $350K
|
26K
$7.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.38K- 36.72% |
$248K - $350K
|
2.38K
$678K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.39K- 23.18% |
$250K - $352K
|
4.61K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.39K- 7.92% |
$250K - $352K
|
16.2K
$4.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.4K- 4.64% |
$251K - $354K
|
28.7K
$8.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.41K- 13.13% |
$254K - $358K
|
9.36K
$2.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.43K- 2.99% |
$257K - $362K
|
46.4K
$13.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 72.5% |
$258K - $363K
|
544
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.45K- 6.02% |
$260K - $366K
|
22.5K
$6.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.46K- 14.48% |
$262K - $369K
|
8.6K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.47K- 2.45% |
$264K - $373K
|
58.6K
$16.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1.48K- 2.73% |
$266K - $374K
|
52.6K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.48K- 18.91% |
$266K - $374K
|
6.34K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.5K- 7.28% |
$269K - $379K
|
19K
$5.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.5K- 5.86% |
$269K - $380K
|
24.1K
$6.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.5K- 32.25% |
$270K - $380K
|
3.15K
$897K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.51K- 4.76% |
$270K - $381K
|
30.1K
$8.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.52K- 11.2% |
$273K - $385K
|
12.1K
$3.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.53K- 6.71% |
$275K - $388K
|
21.3K
$6.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-1.55K- 3.9% |
$278K - $392K
|
38.1K
$10.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.6K- 2.91% |
$288K - $406K
|
53.5K
$15.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.63K- 12.29% |
$293K - $413K
|
11.6K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-1.64K- 22.21% |
$294K - $414K
|
5.73K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.64K- 11.74% |
$295K - $415K
|
12.3K
$3.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.64K- 1.12% |
$295K - $416K
|
145K
$41.4M
|