Latest Institutional Transactions on Technology Sector Spdr (XLK)
This table provides information on the latest institutional transactions involving Technology Sector Spdr (XLK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-613- 1.21% |
$127K - $148K
|
50.2K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-45- 2.73% |
$9.29K - $10.9K
|
1.6K
$335K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
983+ 18.93% |
$203K - $238K
|
6.18K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-66.2K- 49.68% |
$13.7M - $16M
|
67K
$14M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 31.69% |
$2.66M - $3.12M
|
27.7K
$5.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-461- 0.45% |
$95.1K - $112K
|
101K
$21.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-40.3K- 12.83% |
$8.32M - $9.76M
|
274K
$57.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
855+ 16.96% |
$176K - $207K
|
5.9K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.41K- 53.13% |
$291K - $341K
|
1.24K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.66K- 1.94% |
$549K - $644K
|
134K
$28.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-9- 0.03% |
$1.86K - $2.18K
|
25.7K
$5.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-170- 6.92% |
$35.1K - $41.2K
|
2.29K
$478K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.66K+ 31.28% |
$549K - $644K
|
11.2K
$2.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
143+ 0.17% |
$29.5K - $34.6K
|
86.2K
$18M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
169+ 1.22% |
$34.9K - $40.9K
|
14K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
147+ 2.4% |
$30.3K - $35.6K
|
6.27K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-25- 0.4% |
$5.16K - $6.05K
|
6.17K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-335- 2.32% |
$69.1K - $81.1K
|
14.1K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
437+ 44.68% |
$90.2K - $106K
|
1.42K
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2K+ 33.31% |
$413K - $484K
|
8K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.81KNew |
$373K - $437K
|
1.81K
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-145- 4.45% |
$29.9K - $35.1K
|
3.11K
$650K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.2K- 30.18% |
$3.35M - $3.93M
|
37.5K
$7.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
444+ 85.88% |
$91.6K - $108K
|
961
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-159- 8.17% |
$32.8K - $38.5K
|
1.79K
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.39K- 5.27% |
$493K - $579K
|
42.9K
$8.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-485- 16.79% |
$100K - $117K
|
2.4K
$502K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-7.82K- 5.56% |
$1.61M - $1.89M
|
133K
$27.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
75+ 6.82% |
$15.5K - $18.2K
|
1.18K
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-283- 74.08% |
$58.4K - $68.5K
|
99
$20.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-601- 0.86% |
$124K - $146K
|
69.4K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
30.4K+ 137.02% |
$6.28M - $7.37M
|
52.7K
$11M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.73K+ 5.56% |
$357K - $419K
|
32.9K
$6.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
186New |
$38.4K - $45K
|
186
$38.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
54.3K+ 34.88% |
$11.2M - $13.2M
|
210K
$43.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.69K+ 16.19% |
$761K - $893K
|
26.5K
$5.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
95+ 2.5% |
$19.6K - $23K
|
3.89K
$813K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-748- 5.22% |
$154K - $181K
|
13.6K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.41K- 4.6% |
$1.53M - $1.8M
|
154K
$32.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-956- 4.02% |
$197K - $232K
|
22.8K
$4.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-130- 1.75% |
$26.8K - $31.5K
|
7.3K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-467- 5.97% |
$96.4K - $113K
|
7.36K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-223- 7.85% |
$46K - $54K
|
2.62K
$547K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
PUT |
1.1KNew |
$227K - $266K
|
1.1K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
56+ 1.15% |
$11.6K - $13.6K
|
4.93K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-272- 8.62% |
$56.1K - $65.9K
|
2.88K
$603K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
478K+ 28.02% |
$98.6M - $116M
|
2.18M
$457M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.09K- 24.67% |
$225K - $264K
|
3.33K
$697K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.3K+ 18.87% |
$4.82M - $5.65M
|
147K
$30.7M
|