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 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
1.53KNew |
$275K - $387K
|
1.53K
$435K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.5K+ 1.06% |
$270K - $380K
|
143K
$40.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.47KNew |
$265K - $373K
|
1.47K
$419K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.47K+ 4.5% |
$263K - $371K
|
34K
$9.69M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.46K+ 31.23% |
$262K - $369K
|
6.12K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.45KNew |
$261K - $368K
|
1.45K
$413K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
1.44KNew |
$259K - $365K
|
1.44K
$411K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.44K+ 4.7% |
$259K - $365K
|
32.1K
$9.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
1.43KNew |
$258K - $363K
|
1.43K
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.42KNew |
$256K - $360K
|
1.42K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.42K+ 69.59% |
$255K - $360K
|
3.46K
$986K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.42K+ 6.49% |
$255K - $360K
|
23.3K
$6.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.41K+ 13.41% |
$254K - $358K
|
12K
$3.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.41KNew |
$254K - $357K
|
1.41K
$402K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.4K+ 68.92% |
$251K - $354K
|
3.42K
$975K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.4K+ 23.15% |
$251K - $354K
|
7.43K
$2.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.36K+ 0.14% |
$245K - $345K
|
943K
$269M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.34K+ 8.34% |
$241K - $340K
|
17.4K
$4.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.33KNew |
$239K - $337K
|
1.33K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.32KNew |
$238K - $335K
|
1.32K
$377K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.32K+ 0.93% |
$237K - $334K
|
143K
$40.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.32K+ 41.31% |
$237K - $334K
|
4.51K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.32KNew |
$237K - $334K
|
1.32K
$375K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.31K+ 6.99% |
$236K - $332K
|
20.1K
$5.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1.31K+ 12.21% |
$236K - $332K
|
12.1K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.31K+ 51.39% |
$235K - $332K
|
3.86K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.31KNew |
$235K - $330K
|
1.31K
$372K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.29K+ 17.62% |
$232K - $327K
|
8.62K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 12.08% |
$229K - $323K
|
11.8K
$3.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.26K+ 3.73% |
$226K - $319K
|
34.9K
$9.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
1.25KNew |
$225K - $317K
|
1.25K
$356K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.25K+ 9.44% |
$224K - $315K
|
14.4K
$4.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.24K+ 3.07% |
$223K - $315K
|
41.7K
$11.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.24K+ 52.88% |
$223K - $314K
|
3.59K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.24K+ 32.12% |
$222K - $313K
|
5.08K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.24KNew |
$222K - $313K
|
1.24K
$352K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.21K+ 1.42% |
$217K - $306K
|
86.1K
$24.5M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.21K+ 30.28% |
$217K - $305K
|
5.19K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.18K+ 3.23% |
$212K - $299K
|
37.8K
$10.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.17K+ 4.61% |
$211K - $297K
|
26.7K
$7.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.17K+ 27.49% |
$210K - $297K
|
5.43K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.17K+ 80.07% |
$210K - $296K
|
2.63K
$748K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.17K+ 43.39% |
$210K - $296K
|
3.86K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.16K+ 5.3% |
$208K - $293K
|
23K
$6.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
1.15KNew |
$207K - $292K
|
1.15K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.14KNew |
$205K - $289K
|
1.14K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.14K+ 9.29% |
$205K - $289K
|
13.4K
$3.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.14K+ 27.42% |
$205K - $289K
|
5.3K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 4.41% |
$204K - $287K
|
26.9K
$7.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.13KNew |
$203K - $286K
|
1.13K
$322K
|