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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.44K+ 98.39% |
$679K - $742K
|
4.92K
$1.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.97K+ 100.0% |
$1.11M - $1.21M
|
7.94K
$2.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
12.3K+ 103.05% |
$3.42M - $3.74M
|
24.2K
$6.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
143K+ 97.08% |
$39.7M - $43.4M
|
290K
$83.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
47.8KNew |
$13.3M - $14.5M
|
47.8K
$13.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.3K+ 100.0% |
$361K - $394K
|
2.59K
$747K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.14K+ 100.0% |
$874K - $955K
|
6.28K
$1.81M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
2.56K+ 54.04% |
$713K - $779K
|
7.3K
$2.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
17.9K+ 174.76% |
$4.98M - $5.44M
|
28.1K
$8.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
3.19K+ 100.0% |
$887K - $969K
|
6.37K
$1.84M
|
|
|
Jan 16, 2026
Q4 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.16K+ 100.0% |
$322K - $352K
|
2.32K
$667K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.55K+ 88.96% |
$987K - $1.08M
|
7.53K
$2.17M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.17K+ 109.63% |
$1.16M - $1.27M
|
7.97K
$2.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.42KNew |
$675K - $737K
|
2.42K
$698K
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$393K - $430K
|
1.41K
$407K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.47K+ 96.4% |
$687K - $750K
|
5.03K
$1.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
148+ 100.0% |
$41.2K - $45K
|
296
$85.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.59K+ 128.3% |
$1.84M - $2M
|
11.7K
$3.38M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
9.66K+ 100.0% |
$2.69M - $2.94M
|
19.3K
$5.57M
|
|
|
Jan 16, 2026
Q4 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
1.38K+ 100.0% |
$384K - $420K
|
2.76K
$795K
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.66K+ 102.17% |
$1.58M - $1.72M
|
11.2K
$3.23M
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
13.4K+ 99.41% |
$3.72M - $4.07M
|
26.8K
$7.73M
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
22.8K+ 99.62% |
$6.34M - $6.93M
|
45.6K
$13.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
8.71K+ 99.45% |
$2.42M - $2.65M
|
17.5K
$5.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.65K+ 91.75% |
$1.57M - $1.72M
|
11.8K
$3.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Asset Planning Services Inc
|
BUY
|
- |
1.55K+ 100.0% |
$432K - $471K
|
3.1K
$893K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.85K+ 95.4% |
$1.91M - $2.08M
|
14K
$4.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
598+ 100.0% |
$166K - $182K
|
1.2K
$345K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.04K+ 180.95% |
$1.68M - $1.84M
|
9.38K
$2.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.81K+ 100.0% |
$782K - $854K
|
5.62K
$1.62M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
591+ 99.83% |
$165K - $180K
|
1.18K
$341K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
349+ 78.78% |
$97.2K - $106K
|
792
$228K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
2.29K+ 107.0% |
$638K - $697K
|
4.44K
$1.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
106K+ 94.66% |
$29.6M - $32.3M
|
218K
$62.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
6.6K+ 91.57% |
$1.84M - $2.01M
|
13.8K
$3.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
23.4K+ 97.64% |
$6.51M - $7.12M
|
47.4K
$13.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
BUY
|
- |
1.56K+ 100.13% |
$433K - $473K
|
3.11K
$896K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.7K+ 101.43% |
$7.16M - $7.82M
|
51.1K
$14.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.91K+ 96.26% |
$2.76M - $3.01M
|
20.2K
$5.82M
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.81K+ 104.04% |
$2.45M - $2.68M
|
17.3K
$4.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
28.8K+ 109.53% |
$8.03M - $8.77M
|
55.1K
$15.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
732+ 100.0% |
$204K - $223K
|
1.46K
$422K
|
|
|
Jan 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
708+ 69.55% |
$197K - $215K
|
1.73K
$497K
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5+ 100.0% |
$1.39K - $1.52K
|
10
$2.88K
|
|
|
Jan 15, 2026
Q4 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
1.81K+ 100.06% |
$503K - $550K
|
3.61K
$1.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.57KNew |
$436K - $477K
|
1.57K
$452K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
787+ 78.78% |
$219K - $239K
|
1.79K
$515K
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
9.52KNew |
$2.65M - $2.9M
|
9.52K
$2.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
16.2K+ 99.13% |
$4.5M - $4.92M
|
32.5K
$9.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
20.5K+ 96.93% |
$5.7M - $6.23M
|
41.6K
$12M
|
|