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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-2.83K- 0.7% |
$508K - $715K
|
400K
$114M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-2.84K- 64.68% |
$511K - $720K
|
1.55K
$442K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.94K- 14.57% |
$528K - $744K
|
17.2K
$4.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.04K- 8.4% |
$546K - $769K
|
33.1K
$9.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-3.09K- 57.4% |
$556K - $783K
|
2.29K
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.14K- 2.14% |
$564K - $795K
|
144K
$40.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.17K- 8.44% |
$569K - $802K
|
34.4K
$9.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.19K- 14.61% |
$573K - $808K
|
18.6K
$5.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.21K- 61.72% |
$577K - $812K
|
1.99K
$567K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.22K- 1.79% |
$579K - $815K
|
177K
$50.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-3.34K- 2.76% |
$600K - $846K
|
118K
$33.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.38K- 17.44% |
$607K - $855K
|
16K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-3.4K- 4.26% |
$610K - $860K
|
76.3K
$21.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.44K- 17.31% |
$619K - $872K
|
16.5K
$4.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.5K- 23.32% |
$628K - $885K
|
11.5K
$3.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-3.65K- 15.42% |
$656K - $925K
|
20K
$5.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.67K- 2.58% |
$659K - $928K
|
139K
$39.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-3.69K- 66.78% |
$662K - $933K
|
1.83K
$522K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.73K- 7.23% |
$669K - $943K
|
47.8K
$13.6M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.73K- 40.19% |
$671K - $946K
|
5.56K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.04K- 9.39% |
$726K - $1.02M
|
39K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.06K- 9.1% |
$730K - $1.03M
|
40.6K
$11.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.1K- 5.34% |
$738K - $1.04M
|
72.8K
$20.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.12K- 37.73% |
$740K - $1.04M
|
6.79K
$1.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.16K- 7.49% |
$747K - $1.05M
|
51.3K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.19K- 2.21% |
$752K - $1.06M
|
185K
$52.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.27K- 7.65% |
$767K - $1.08M
|
51.5K
$14.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4.4K- 98.55% |
$792K - $1.12M
|
65
$18.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4.42K- 2.98% |
$794K - $1.12M
|
144K
$41M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.42K- 54.96% |
$795K - $1.12M
|
3.63K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.42K- 4.6% |
$795K - $1.12M
|
91.8K
$26.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.45K- 66.3% |
$801K - $1.13M
|
2.26K
$645K
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-4.51K- 26.22% |
$811K - $1.14M
|
12.7K
$3.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.6K- 22.7% |
$826K - $1.16M
|
15.7K
$4.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4.62K- 3.99% |
$830K - $1.17M
|
111K
$31.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.63K- 13.13% |
$832K - $1.17M
|
30.6K
$8.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.65K- 5.06% |
$836K - $1.18M
|
87.3K
$24.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.77K- 17.94% |
$858K - $1.21M
|
21.8K
$6.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.87K- 2.81% |
$874K - $1.23M
|
168K
$47.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.93K- 7.77% |
$885K - $1.25M
|
58.4K
$16.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-4.93K- 73.61% |
$886K - $1.25M
|
1.77K
$503K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.95K- 2.34% |
$889K - $1.25M
|
206K
$58.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.02K- 20.5% |
$903K - $1.27M
|
19.5K
$5.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-5.32K- 23.01% |
$955K - $1.35M
|
17.8K
$5.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.33K- 14.4% |
$958K - $1.35M
|
31.7K
$9.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.57K- 25.07% |
$1M - $1.41M
|
16.7K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.81K- 5.54% |
$1.04M - $1.47M
|
99K
$28.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-6.04K- 13.52% |
$1.09M - $1.53M
|
38.6K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6.04K- 63.35% |
$1.09M - $1.53M
|
3.49K
$995K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.04K- 16.52% |
$1.09M - $1.53M
|
30.5K
$8.69M
|