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 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.13KNew |
$234K - $275K
|
1.13K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4+ 0.14% |
$826 - $969
|
2.91K
$600K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
5.67K+ 17.99% |
$1.17M - $1.37M
|
37.2K
$7.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.06% |
$206 - $242
|
1.57K
$324K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-175- 4.14% |
$36.1K - $42.4K
|
4.05K
$835K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
713+ 13.47% |
$147K - $173K
|
6.01K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
59+ 2.44% |
$12.2K - $14.3K
|
2.48K
$511K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
375+ 33.45% |
$77.4K - $90.8K
|
1.5K
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.09K- 26.53% |
$225K - $264K
|
3.02K
$624K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
6.55K+ 5.12% |
$1.35M - $1.59M
|
134K
$27.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
67+ 4.17% |
$13.8K - $16.2K
|
1.67K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-55- 2.84% |
$11.4K - $13.3K
|
1.88K
$388K
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-469- 9.51% |
$96.8K - $114K
|
4.46K
$921K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$206 - $242
|
1.13K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.85K+ 105.48% |
$795K - $932K
|
7.5K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
425+ 12.7% |
$87.7K - $103K
|
3.77K
$778K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-336- 29.22% |
$69.3K - $81.4K
|
814
$168K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.87K+ 29.73% |
$1M - $1.18M
|
21.2K
$4.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
618+ 24.0% |
$128K - $150K
|
3.19K
$659K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-13.2K- 71.52% |
$2.72M - $3.2M
|
5.25K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-141- 1.47% |
$29.1K - $34.1K
|
9.43K
$1.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 0.67% |
$10.1K - $11.9K
|
7.3K
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
130+ 2.72% |
$26.8K - $31.5K
|
4.9K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.1K+ 95127.78% |
$3.53M - $4.15M
|
17.1K
$3.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.08K- 5.24% |
$222K - $261K
|
19.5K
$4.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
14.2K+ 6.22% |
$2.93M - $3.44M
|
242K
$50M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.24% |
$2.27K - $2.66K
|
4.67K
$963K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
63+ 19.57% |
$13K - $15.3K
|
385
$79.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
52+ 9.52% |
$10.7K - $12.6K
|
598
$123K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-406- 3.06% |
$83.8K - $98.3K
|
12.9K
$2.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.24K- 39.41% |
$255K - $300K
|
1.9K
$393K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-660- 1.34% |
$136K - $160K
|
48.7K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
772+ 1.45% |
$159K - $187K
|
53.8K
$11.1M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-113- 3.44% |
$23.3K - $27.4K
|
3.17K
$655K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
115K+ 333.84% |
$23.8M - $27.9M
|
150K
$30.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4K+ 7.55% |
$2.14M - $2.51M
|
148K
$30.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-950- 4.29% |
$196K - $230K
|
21.2K
$4.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-4.25K- 12.88% |
$876K - $1.03M
|
28.7K
$5.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.2K+ 90.13% |
$247K - $290K
|
2.52K
$521K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
594+ 18.02% |
$123K - $144K
|
3.89K
$803K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-457- 21.05% |
$94.3K - $111K
|
1.71K
$354K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3+ 0.11% |
$619 - $727
|
2.69K
$556K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
81+ 27.0% |
$16.7K - $19.6K
|
381
$78.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
74+ 6.78% |
$15.3K - $17.9K
|
1.17K
$241K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.36K+ 5.31% |
$281K - $329K
|
27K
$5.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-239K- 49.52% |
$49.3M - $57.9M
|
244K
$50.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-631- 19.03% |
$130K - $153K
|
2.68K
$554K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-344- 3.54% |
$71K - $83.3K
|
9.38K
$1.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-21.4K- 32.13% |
$4.41M - $5.18M
|
45.2K
$9.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-166- 5.65% |
$34.3K - $40.2K
|
2.77K
$572K
|