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 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
853+ 100.0% |
$237K - $259K
|
1.71K
$492K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
785+ 88.7% |
$219K - $239K
|
1.67K
$481K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.83K+ 110.86% |
$787K - $860K
|
5.38K
$1.55M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.44K+ 127.76% |
$400K - $437K
|
2.56K
$738K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
2.11K+ 99.72% |
$589K - $643K
|
4.23K
$1.22M
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.87K+ 103.09% |
$520K - $568K
|
3.68K
$1.06M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
11.8K+ 112.59% |
$3.29M - $3.6M
|
22.3K
$6.44M
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
8.7K+ 210.78% |
$2.42M - $2.65M
|
12.8K
$3.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17K+ 79.5% |
$4.72M - $5.16M
|
38.3K
$11M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
45.7K+ 114.62% |
$12.7M - $13.9M
|
85.6K
$24.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
14.5K+ 94.05% |
$4.04M - $4.41M
|
29.9K
$8.62M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5.21K+ 99.83% |
$1.45M - $1.58M
|
10.4K
$3.01M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
16.1K+ 72.28% |
$4.48M - $4.9M
|
38.4K
$11.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
19.4K+ 91.66% |
$5.39M - $5.89M
|
40.5K
$11.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.16K+ 108.49% |
$1.71M - $1.87M
|
11.8K
$3.41M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
33.9K+ 99.47% |
$9.43M - $10.3M
|
68K
$19.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
2.66KNew |
$741K - $810K
|
2.66K
$767K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
10.7K+ 157.51% |
$2.97M - $3.24M
|
17.4K
$5.02M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
420+ 35.0% |
$117K - $128K
|
1.62K
$467K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
11.3K+ 89.53% |
$3.14M - $3.43M
|
23.9K
$6.89M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
443+ 100.0% |
$123K - $135K
|
886
$255K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
148K+ 590.56% |
$41.3M - $45.1M
|
173K
$49.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.89K+ 100.0% |
$1.08M - $1.18M
|
7.77K
$2.24M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.37K+ 68.9% |
$1.22M - $1.33M
|
10.7K
$3.09M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
305+ 100.0% |
$84.9K - $92.8K
|
610
$176K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
858+ 100.0% |
$239K - $261K
|
1.72K
$494K
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.17K+ 100.0% |
$324K - $354K
|
2.33K
$671K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.5K+ 167.26% |
$1.25M - $1.37M
|
7.19K
$2.07M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
30.5K+ 104.23% |
$8.49M - $9.28M
|
59.8K
$17.2M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
17.1K+ 78.97% |
$4.76M - $5.2M
|
38.8K
$11.2M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
27.2K+ 101.11% |
$7.57M - $8.27M
|
54.1K
$15.6M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.17K+ 100.0% |
$325K - $355K
|
2.33K
$673K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.25K+ 158.47% |
$1.46M - $1.6M
|
8.56K
$2.47M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-47.4K- 16.32% |
$11.9M - $13.4M
|
243K
$70M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
13.1K+ 1247.0% |
$3.28M - $3.7M
|
14.1K
$4.07M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-242- 12.22% |
$60.7K - $68.4K
|
1.74K
$501K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-21.9K- 71.6% |
$5.5M - $6.2M
|
8.7K
$2.51M
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
734New |
$184K - $207K
|
734
$212K
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
BUY
|
- |
114+ 9.07% |
$28.6K - $32.2K
|
1.37K
$395K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-91- 0.23% |
$22.8K - $25.7K
|
40.2K
$11.6M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
31+ 0.57% |
$7.78K - $8.76K
|
5.48K
$1.58M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-94- 4.45% |
$23.6K - $26.6K
|
2.02K
$581K
|
|
|
Dec 08, 2025
Q3 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
1+ 0.12% |
$251 - $283
|
838
$241K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-140- 19.02% |
$35.1K - $39.6K
|
596
$172K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
66New |
$16.6K - $18.7K
|
66
$19K
|
|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-20- 10.31% |
$5.02K - $5.65K
|
174
$50.1K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
29+ 0.78% |
$7.28K - $8.2K
|
3.76K
$1.08M
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
SELL
|
- |
-1.96K- 9.69% |
$491K - $553K
|
18.2K
$5.25M
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
559+ 0.49% |
$140K - $158K
|
115K
$33.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-442- 1.34% |
$111K - $125K
|
32.6K
$9.39M
|
|