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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.74K- 32.89% |
$1.39M - $1.63M
|
13.8K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-125- 53.65% |
$25.8K - $30.3K
|
108
$25.3K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-418- 26.93% |
$86.3K - $101K
|
1.13K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-163- 3.69% |
$33.6K - $39.5K
|
4.26K
$997K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
30+ 0.36% |
$6.19K - $7.27K
|
8.34K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.9K+ 35.03% |
$4.92M - $5.78M
|
92K
$21.5M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6.49K- 58.54% |
$1.34M - $1.57M
|
4.6K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-33.8K- 30.76% |
$6.97M - $8.18M
|
76.1K
$17.8M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 2.09% |
$1.24K - $1.45K
|
293
$68.6K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
218+ 3.47% |
$45K - $52.8K
|
6.51K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-307- 0.84% |
$63.4K - $74.3K
|
36.4K
$8.52M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
20K+ 20.27% |
$4.13M - $4.84M
|
119K
$27.8M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
11.3K+ 151.65% |
$2.33M - $2.74M
|
18.7K
$4.39M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-5.69K- 54.52% |
$1.17M - $1.38M
|
4.75K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-7.14K- 44.31% |
$1.47M - $1.73M
|
8.98K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14+ 1.47% |
$2.89K - $3.39K
|
964
$226K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-672- 5.51% |
$139K - $163K
|
11.5K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.81K- 2.76% |
$786K - $922K
|
134K
$31.4M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.87K- 31.05% |
$593K - $696K
|
6.38K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-500- 1.43% |
$103K - $121K
|
34.4K
$8.06M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-405- 0.85% |
$83.6K - $98.1K
|
47.4K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
50.7KNew |
$10.5M - $12.3M
|
50.7K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
593+ 7.27% |
$122K - $144K
|
8.75K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2+ 0.12% |
$413 - $484
|
1.63K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6.42K- 19.17% |
$1.32M - $1.55M
|
27.1K
$6.34M
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-10.9K- 87.0% |
$2.24M - $2.63M
|
1.62K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40K+ 5.58% |
$8.25M - $9.68M
|
756K
$177M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-127- 0.58% |
$26.2K - $30.8K
|
21.9K
$5.13M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-501- 30.59% |
$103K - $121K
|
1.14K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.39M- 54.26% |
$286M - $336M
|
1.17M
$274M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.55K- 63.58% |
$1.35M - $1.59M
|
3.75K
$878K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
260+ 6.67% |
$53.7K - $63K
|
4.16K
$973K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
511+ 3.43% |
$105K - $124K
|
15.4K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
184+ 3.67% |
$38K - $44.6K
|
5.2K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-466- 21.99% |
$96.2K - $113K
|
1.65K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
474+ 11.29% |
$97.8K - $115K
|
4.67K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.28K+ 64.24% |
$264K - $309K
|
3.27K
$765K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
379+ 9.48% |
$78.2K - $91.8K
|
4.38K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.11K- 43.59% |
$1.67M - $1.96M
|
10.5K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
963+ 20.11% |
$199K - $233K
|
5.75K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
51+ 2.29% |
$10.5K - $12.4K
|
2.28K
$533K
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
4.64KNew |
$957K - $1.12M
|
4.64K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 1.79% |
$2.67M - $3.13M
|
736K
$172M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
500New |
$103K - $121K
|
500
$117K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-61.4K- 98.59% |
$12.7M - $14.9M
|
876
$205K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
771+ 0.97% |
$159K - $187K
|
80.7K
$18.9M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
257+ 7.2% |
$53K - $62.2K
|
3.83K
$896K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7.72KNew |
$1.59M - $1.87M
|
7.72K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
76+ 2.7% |
$15.7K - $18.4K
|
2.89K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
116New |
$23.9K - $28.1K
|
116
$27.2K
|