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 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.21K+ 3.38% |
$398K - $560K
|
67.7K
$19.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.19K+ 205.94% |
$393K - $553K
|
3.25K
$924K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.17K+ 2.14% |
$391K - $551K
|
104K
$29.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.14K+ 5.05% |
$385K - $542K
|
44.5K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.11K+ 1.79% |
$380K - $535K
|
120K
$34.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.11K+ 40.69% |
$379K - $534K
|
7.29K
$2.08M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
2.1KNew |
$378K - $533K
|
2.1K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.1K+ 6.56% |
$378K - $532K
|
34.2K
$9.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.09K+ 15.21% |
$376K - $530K
|
15.9K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.09K+ 158.87% |
$375K - $528K
|
3.4K
$968K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.07K+ 34.91% |
$372K - $524K
|
7.99K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.05K+ 54.63% |
$368K - $519K
|
5.8K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.05K+ 24.49% |
$368K - $518K
|
10.4K
$2.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.02KNew |
$362K - $510K
|
2.02K
$574K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2K+ 1.72% |
$360K - $507K
|
119K
$33.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.99K+ 9.95% |
$358K - $504K
|
22K
$6.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.98K+ 27.56% |
$357K - $502K
|
9.18K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.97KNew |
$353K - $498K
|
1.97K
$560K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.95KNew |
$350K - $493K
|
1.95K
$554K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.94K+ 3.93% |
$349K - $492K
|
51.4K
$14.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.91K+ 4.68% |
$344K - $484K
|
42.8K
$12.2M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.89K+ 3.9% |
$340K - $479K
|
50.3K
$14.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.88K+ 21.39% |
$337K - $475K
|
10.7K
$3.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
1.87KNew |
$336K - $474K
|
1.87K
$533K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.87K+ 15.22% |
$336K - $473K
|
14.2K
$4.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.84KNew |
$331K - $467K
|
1.84K
$525K
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.83K+ 3.9% |
$329K - $464K
|
48.9K
$13.9M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.83K+ 31.58% |
$328K - $462K
|
7.61K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.82K+ 7.2% |
$327K - $460K
|
27.1K
$7.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.77K+ 96.47% |
$319K - $449K
|
3.61K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.77K+ 8.68% |
$317K - $447K
|
22.1K
$6.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.76KNew |
$316K - $445K
|
1.76K
$500K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.74K+ 91.54% |
$313K - $441K
|
3.65K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.73KNew |
$311K - $438K
|
1.73K
$492K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.72K+ 8.31% |
$310K - $437K
|
22.5K
$6.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.72K+ 358.04% |
$308K - $434K
|
2.19K
$625K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.7K+ 147.69% |
$305K - $430K
|
2.85K
$810K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.69KNew |
$303K - $427K
|
1.69K
$481K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.68K+ 3.71% |
$302K - $426K
|
47K
$13.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
1.68KNew |
$301K - $424K
|
1.68K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.67K+ 17.68% |
$300K - $423K
|
11.1K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.66K+ 17.99% |
$299K - $421K
|
10.9K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 11.58% |
$292K - $411K
|
15.6K
$4.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.59K+ 77.69% |
$286K - $403K
|
3.64K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.58K+ 108.05% |
$285K - $401K
|
3.05K
$868K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.57K+ 8.27% |
$283K - $398K
|
20.6K
$5.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.56K+ 1.72% |
$280K - $394K
|
92K
$26.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.53K+ 622.76% |
$275K - $388K
|
1.78K
$506K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.53K+ 7.85% |
$275K - $387K
|
21K
$5.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.53K+ 43.45% |
$275K - $387K
|
5.05K
$1.44M
|