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 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
300+ 25.66% |
$75.3K - $84.8K
|
1.47K
$418K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
294+ 2.1% |
$73.8K - $83.1K
|
14.3K
$4.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
289+ 9.17% |
$72.5K - $81.7K
|
3.44K
$979K
|
|
|
Oct 14, 2025
Q3 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
267+ 18.62% |
$67K - $75.5K
|
1.7K
$484K
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
239+ 1.06% |
$60K - $67.6K
|
22.9K
$6.51M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
233+ 0.87% |
$58.5K - $65.9K
|
26.9K
$7.66M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
221+ 7.15% |
$55.5K - $62.5K
|
3.31K
$943K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
217+ 4.49% |
$54.5K - $61.3K
|
5.05K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
208+ 16.15% |
$52.2K - $58.8K
|
1.5K
$426K
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
191+ 1.16% |
$47.9K - $54K
|
16.6K
$4.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
177+ 18.08% |
$44.4K - $50K
|
1.16K
$329K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
169+ 8.55% |
$42.4K - $47.8K
|
2.15K
$611K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
168+ 9.61% |
$42.2K - $47.5K
|
1.92K
$546K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
158+ 3.04% |
$39.7K - $44.7K
|
5.35K
$1.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
150+ 5.27% |
$37.6K - $42.4K
|
3K
$853K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
148+ 0.91% |
$37.1K - $41.8K
|
16.3K
$4.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
145+ 3.23% |
$36.4K - $41K
|
4.64K
$1.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
136+ 16.23% |
$34.1K - $38.4K
|
974
$277K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
106+ 0.97% |
$26.6K - $30K
|
11.1K
$3.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
101+ 2.66% |
$25.3K - $28.5K
|
3.9K
$1.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
100+ 10.16% |
$25.1K - $28.3K
|
1.08K
$309K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
100+ 1.98% |
$25.1K - $28.3K
|
5.16K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
96+ 5.55% |
$24.1K - $27.1K
|
1.83K
$520K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
60+ 0.48% |
$15.1K - $17K
|
12.6K
$3.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
60+ 0.17% |
$15.1K - $17K
|
35.7K
$10.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
58+ 1.11% |
$14.6K - $16.4K
|
5.26K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
50+ 6.18% |
$12.5K - $14.1K
|
859
$245K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
48+ 2.46% |
$12K - $13.6K
|
2K
$569K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
38+ 1.56% |
$9.54K - $10.7K
|
2.48K
$706K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
31+ 1.86% |
$7.78K - $8.76K
|
1.7K
$484K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
30+ 0.47% |
$7.53K - $8.48K
|
6.44K
$1.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
30+ 2.94% |
$7.53K - $8.48K
|
1.05K
$299K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
29+ 1.18% |
$7.28K - $8.2K
|
2.48K
$706K
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
29+ 1.04% |
$7.28K - $8.2K
|
2.82K
$803K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
27+ 0.77% |
$6.78K - $7.63K
|
3.52K
$1M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
25+ 0.86% |
$6.27K - $7.07K
|
2.93K
$834K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22+ 1.76% |
$5.52K - $6.22K
|
1.28K
$363K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
21+ 0.62% |
$5.27K - $5.94K
|
3.39K
$965K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20+ 2.17% |
$5.02K - $5.65K
|
940
$268K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
20+ 0.46% |
$5.02K - $5.65K
|
4.4K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
18+ 1.69% |
$4.52K - $5.09K
|
1.08K
$308K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17+ 0.13% |
$4.27K - $4.81K
|
12.9K
$3.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
16+ 1.07% |
$4.02K - $4.52K
|
1.52K
$432K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.6% |
$3.51K - $3.96K
|
2.37K
$673K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.07% |
$3.26K - $3.67K
|
18.3K
$5.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
11+ 0.47% |
$2.76K - $3.11K
|
2.36K
$671K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
8+ 0.24% |
$2.01K - $2.26K
|
3.28K
$933K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
8+ 0.7% |
$2.01K - $2.26K
|
1.16K
$330K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
6+ 0.42% |
$1.51K - $1.7K
|
1.45K
$413K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
6+ 0.12% |
$1.51K - $1.7K
|
5.2K
$1.48M
|