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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.95K- 2.34% |
$889K - $1.25M
|
206K
$53.4M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
17+ 0.25% |
$3.06K - $4.3K
|
6.94K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
262+ 5.05% |
$47.1K - $66.3K
|
5.45K
$1.41M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-337- 4.21% |
$60.6K - $85.3K
|
7.66K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-4- 0.25% |
$719 - $1.01K
|
1.58K
$408K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
382New |
$68.7K - $96.7K
|
382
$98.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
188+ 8.66% |
$33.8K - $47.6K
|
2.36K
$611K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
12+ 1.18% |
$2.16K - $3.04K
|
1.03K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
415+ 14.19% |
$74.6K - $105K
|
3.34K
$864K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.99K- 12.38% |
$357K - $504K
|
14.1K
$3.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-128- 66.32% |
$23K - $32.4K
|
65
$16.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3+ 0.16% |
$539 - $760
|
1.83K
$473K
|
|
|
Jul 23, 2025
Q2 2025
|
Trustees Of Dartmouth College
Hanover, NH |
BUY
|
- |
1.04KNew |
$186K - $262K
|
1.04K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.81K- 7.47% |
$505K - $712K
|
34.8K
$9.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-169- 1.55% |
$30.4K - $42.8K
|
10.7K
$2.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-101- 66.89% |
$18.2K - $25.6K
|
50
$12.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.19K- 1.21% |
$214K - $302K
|
97K
$25.1M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
212K+ 10.89% |
$38.1M - $53.6M
|
2.16M
$558M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.18K- 8.42% |
$213K - $300K
|
12.9K
$3.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.93K- 7.77% |
$885K - $1.25M
|
58.4K
$15.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
235+ 122.4% |
$42.2K - $59.5K
|
427
$111K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-526- 0.52% |
$94.5K - $133K
|
99.7K
$25.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
492+ 18.33% |
$88.4K - $125K
|
3.18K
$822K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
80+ 11.2% |
$14.4K - $20.3K
|
794
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-86- 5.78% |
$15.5K - $21.8K
|
1.4K
$363K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
228+ 1.32% |
$41K - $57.7K
|
17.4K
$4.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
87+ 1.4% |
$15.6K - $22K
|
6.32K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-254- 15.45% |
$45.7K - $64.3K
|
1.39K
$360K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
11.5K+ 173.31% |
$2.07M - $2.92M
|
18.2K
$4.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-651- 9.31% |
$117K - $165K
|
6.34K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-921- 2.68% |
$166K - $233K
|
33.5K
$8.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
109+ 9.63% |
$19.6K - $27.6K
|
1.24K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-96- 1.3% |
$17.3K - $24.3K
|
7.26K
$1.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
813New |
$146K - $206K
|
813
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.48K+ 0.74% |
$625K - $881K
|
472K
$122M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.03K+ 2.61% |
$185K - $261K
|
40.5K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-1.37K- 50.0% |
$246K - $347K
|
1.37K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-1.03K- 0.42% |
$184K - $260K
|
241K
$62.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
112+ 9.82% |
$20.1K - $28.4K
|
1.25K
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-16- 0.5% |
$2.88K - $4.05K
|
3.18K
$822K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
796New |
$143K - $202K
|
796
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-25- 0.1% |
$4.49K - $6.33K
|
24K
$6.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.1K+ 180.66% |
$917K - $1.29M
|
7.92K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.09K+ 6.12% |
$196K - $276K
|
18.9K
$4.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-60- 2.04% |
$10.8K - $15.2K
|
2.88K
$745K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
610+ 0.95% |
$110K - $154K
|
65.1K
$16.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-740- 1.47% |
$133K - $187K
|
49.5K
$12.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-22- 0.15% |
$3.95K - $5.57K
|
14.7K
$3.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-1.23K- 2.59% |
$220K - $310K
|
46.1K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-491- 17.36% |
$88.2K - $124K
|
2.34K
$605K
|