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
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.14% |
$1.25K - $1.41K
|
3.61K
$1.03M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5+ 0.17% |
$1.25K - $1.41K
|
2.91K
$828K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5+ 0.4% |
$1.25K - $1.41K
|
1.27K
$360K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.04% |
$1.25K - $1.41K
|
13.1K
$3.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3+ 0.02% |
$753 - $848
|
16.3K
$4.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.1% |
$753 - $848
|
2.97K
$846K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.08% |
$753 - $848
|
3.83K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.05% |
$502 - $565
|
3.81K
$1.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
2+ 0.15% |
$502 - $565
|
1.36K
$388K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2+ 0.11% |
$502 - $565
|
1.85K
$526K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 0.07% |
$502 - $565
|
2.86K
$813K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.02% |
$251 - $283
|
5.16K
$1.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1+ 0.11% |
$251 - $283
|
897
$255K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1+ 0.07% |
$251 - $283
|
1.47K
$417K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$251 - $283
|
2.13K
$606K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
1+ 0.09% |
$251 - $283
|
1.14K
$324K
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1+ 0.1% |
$251 - $283
|
1.03K
$294K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$251 - $283
|
1.13K
$321K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.23% |
$251 - $283
|
443
$126K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.03% |
$251 - $283
|
3.39K
$966K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$251 - $283
|
1.71K
$487K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.03% |
$251 - $283
|
3K
$854K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.1% |
$251 - $283
|
1.01K
$288K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.08% |
$251 - $283
|
1.25K
$357K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
1+ 0.12% |
$251 - $283
|
806
$229K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$251 - $283
|
1.36K
$387K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1- 0.03% |
$251 - $283
|
3.36K
$955K
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1- 0.26% |
$251 - $283
|
378
$108K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$251 - $283
|
2.56K
$728K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 0.3% |
$502 - $565
|
658
$187K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-2- 0.03% |
$502 - $565
|
7.6K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4- 0.11% |
$1K - $1.13K
|
3.57K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-4- 0.7% |
$1K - $1.13K
|
570
$162K
|
|
|
Oct 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-5- 0.31% |
$1.25K - $1.41K
|
1.63K
$464K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-5- 0.2% |
$1.25K - $1.41K
|
2.51K
$716K
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-5- 0.13% |
$1.25K - $1.41K
|
3.72K
$1.06M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.09% |
$1.51K - $1.7K
|
6.51K
$1.85M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6- 0.08% |
$1.51K - $1.7K
|
7.38K
$2.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-7- 0.14% |
$1.76K - $1.98K
|
4.95K
$1.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-8- 1.87% |
$2.01K - $2.26K
|
419
$119K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-9- 1.72% |
$2.26K - $2.54K
|
513
$146K
|
|
|
Oct 15, 2025
Q3 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-9- 0.86% |
$2.26K - $2.54K
|
1.04K
$297K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-10- 21.74% |
$2.51K - $2.83K
|
36
$10.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-10- 0.44% |
$2.51K - $2.83K
|
2.28K
$650K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-15- 0.31% |
$3.76K - $4.24K
|
4.8K
$1.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-16- 6.43% |
$4.02K - $4.52K
|
233
$66.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-19- 0.03% |
$4.77K - $5.37K
|
70.1K
$20M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-20- 14.18% |
$5.02K - $5.65K
|
121
$34.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-20- 0.8% |
$5.02K - $5.65K
|
2.5K
$710K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-22- 1.78% |
$5.52K - $6.22K
|
1.21K
$346K
|