Purchases and Sales Made in Q3 2025 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
40.9KNew |
$10.3M - $11.6M
|
40.9K
$11.6M
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
39.9KNew |
$10M - $11.3M
|
39.9K
$11.3M
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
37.6K+ 6.51% |
$9.45M - $10.6M
|
616K
$175M
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
36.6K+ 226.19% |
$9.17M - $10.3M
|
52.7K
$15M
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
28.8K+ 283.93% |
$7.23M - $8.14M
|
39K
$11.1M
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
25.3K+ 142.25% |
$6.34M - $7.14M
|
43K
$12.2M
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
24.8KNew |
$6.24M - $7.02M
|
24.8K
$7.07M
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.6K+ 61.74% |
$5.67M - $6.38M
|
59.2K
$16.8M
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
16.2KNew |
$4.07M - $4.59M
|
16.2K
$4.62M
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
13.6K+ 75.18% |
$3.41M - $3.85M
|
31.7K
$9.02M
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9.92K+ 85.7% |
$2.49M - $2.8M
|
21.5K
$6.12M
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9.9K+ 411.43% |
$2.48M - $2.8M
|
12.3K
$3.5M
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
9.19K+ 3.81% |
$2.31M - $2.6M
|
250K
$71.2M
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
8.75K+ 677.01% |
$2.2M - $2.47M
|
10K
$2.86M
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
8.35K+ 18.04% |
$2.1M - $2.36M
|
54.7K
$15.6M
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.03K+ 15.55% |
$2.02M - $2.27M
|
59.7K
$17M
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.2K+ 7.8% |
$1.81M - $2.03M
|
99.4K
$28.3M
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
7.11K+ 88.95% |
$1.78M - $2.01M
|
15.1K
$4.3M
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.35KNew |
$1.59M - $1.79M
|
6.35K
$1.81M
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.4K+ 3.02% |
$1.35M - $1.53M
|
184K
$52.4M
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.03K+ 5.84% |
$1.26M - $1.42M
|
91.1K
$25.9M
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.63K+ 31.09% |
$1.16M - $1.31M
|
19.5K
$5.56M
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
4.53K+ 3.18% |
$1.14M - $1.28M
|
147K
$41.8M
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.81KNew |
$955K - $1.08M
|
3.81K
$1.08M
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.43KNew |
$860K - $968K
|
3.43K
$975K
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.26K+ 375.69% |
$818K - $922K
|
4.13K
$1.18M
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.21K+ 10.13% |
$806K - $907K
|
34.9K
$9.94M
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.64K+ 117.2% |
$664K - $747K
|
4.9K
$1.39M
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.57K+ 46.53% |
$644K - $725K
|
8.08K
$2.3M
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.32K+ 50.29% |
$582K - $656K
|
6.93K
$1.97M
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.16K+ 3.65% |
$543K - $611K
|
61.4K
$17.5M
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
2.14K+ 5.35% |
$537K - $604K
|
42.1K
$12M
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.09K+ 3.46% |
$525K - $591K
|
62.6K
$17.8M
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.92K+ 14.47% |
$483K - $544K
|
15.2K
$4.33M
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.91K+ 4.52% |
$479K - $540K
|
44.1K
$12.6M
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.77K+ 191.68% |
$445K - $501K
|
2.7K
$768K
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.76K+ 2.38% |
$441K - $497K
|
75.6K
$21.5M
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.62K+ 16.61% |
$406K - $457K
|
11.4K
$3.23M
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.6K+ 7.72% |
$401K - $451K
|
22.3K
$6.34M
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.36K+ 7.99% |
$340K - $383K
|
18.3K
$5.22M
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.27KNew |
$318K - $358K
|
1.27K
$361K
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.24K+ 1.83% |
$311K - $350K
|
68.9K
$19.6M
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.22K+ 26.93% |
$305K - $343K
|
5.73K
$1.63M
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.19K+ 78.53% |
$298K - $336K
|
2.7K
$769K
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.18K+ 167.86% |
$295K - $332K
|
1.88K
$534K
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.16K+ 0.99% |
$292K - $329K
|
118K
$33.7M
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.1KNew |
$275K - $310K
|
1.1K
$312K
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.09K+ 9.01% |
$273K - $308K
|
13.2K
$3.75M
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
1.07KNew |
$269K - $303K
|
1.07K
$305K
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.03K+ 10.85% |
$258K - $291K
|
10.5K
$2.99M
|