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 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.65K+ 70.63% |
$656K - $924K
|
8.82K
$2.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.65K+ 5.15% |
$656K - $924K
|
74.5K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
3.57KNew |
$641K - $903K
|
3.57K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
3.55K+ 600.17% |
$638K - $898K
|
4.14K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.51KNew |
$630K - $888K
|
3.51K
$998K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.49K+ 15.06% |
$626K - $883K
|
26.6K
$7.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.48K+ 0.74% |
$625K - $881K
|
472K
$134M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.46K+ 2.5% |
$621K - $875K
|
142K
$40.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.39K+ 32.62% |
$609K - $858K
|
13.8K
$3.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.34K+ 7.77% |
$600K - $846K
|
46.3K
$13.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.34K+ 4.58% |
$600K - $845K
|
76.2K
$21.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.31K+ 152.51% |
$595K - $838K
|
5.48K
$1.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.3K+ 6.29% |
$594K - $836K
|
55.8K
$15.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.16K+ 19.99% |
$568K - $800K
|
19K
$5.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3.13K+ 7.11% |
$563K - $793K
|
47.2K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.07K+ 11.89% |
$551K - $777K
|
28.9K
$8.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.04K+ 9.38% |
$547K - $770K
|
35.5K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
3.03K+ 125.2% |
$545K - $768K
|
5.45K
$1.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
3KNew |
$539K - $759K
|
3K
$853K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.93K+ 16.22% |
$526K - $742K
|
21K
$5.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2.91K+ 29.93% |
$523K - $737K
|
12.6K
$3.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.82K+ 107.57% |
$506K - $713K
|
5.43K
$1.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.8KNew |
$503K - $709K
|
2.8K
$797K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.79K+ 31.8% |
$502K - $707K
|
11.6K
$3.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.78K+ 13.58% |
$499K - $704K
|
23.2K
$6.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.73KNew |
$491K - $691K
|
2.73K
$777K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.72K+ 6.89% |
$489K - $689K
|
42.2K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.7K+ 4.85% |
$485K - $684K
|
58.4K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.7K+ 58.7% |
$485K - $684K
|
7.3K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.67KNew |
$480K - $677K
|
2.67K
$761K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.62KNew |
$471K - $664K
|
2.62K
$746K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.54K+ 2185.34% |
$456K - $642K
|
2.65K
$755K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
2.53K+ 4.25% |
$455K - $641K
|
62.1K
$17.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.53K+ 34.98% |
$454K - $640K
|
9.75K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.48K+ 41.55% |
$445K - $627K
|
8.43K
$2.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.47K+ 198.79% |
$444K - $626K
|
3.71K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.44K+ 70.8% |
$439K - $619K
|
5.9K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 50.56% |
$437K - $615K
|
7.24K
$2.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.43K+ 72.56% |
$437K - $615K
|
5.78K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.41K+ 13.46% |
$434K - $611K
|
20.4K
$5.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.39K+ 6.99% |
$429K - $605K
|
36.6K
$10.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.38K+ 25.95% |
$428K - $602K
|
11.5K
$3.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.37K+ 2.06% |
$425K - $599K
|
117K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
2.37KNew |
$425K - $599K
|
2.37K
$674K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.35K+ 20.08% |
$422K - $595K
|
14K
$4M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.34K+ 6.53% |
$420K - $592K
|
38.2K
$10.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.32K+ 239.53% |
$417K - $588K
|
3.29K
$937K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.27K+ 213.15% |
$408K - $575K
|
3.34K
$949K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.26K+ 6.84% |
$407K - $573K
|
35.3K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.25K+ 8.51% |
$405K - $571K
|
28.7K
$8.18M
|