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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.37K- 4.5% |
$302K - $331K
|
29.1K
$6.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.36K+ 50.93% |
$1.62M - $1.78M
|
21.8K
$5.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-123- 2.63% |
$27.1K - $29.7K
|
4.56K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-354- 15.58% |
$78K - $85.5K
|
1.92K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
46+ 2.86% |
$10.1K - $11.1K
|
1.66K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-431- 2.81% |
$94.9K - $104K
|
14.9K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.08K+ 8.25% |
$238K - $261K
|
14.2K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
999New |
$220K - $241K
|
999
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.08% |
$220 - $241
|
1.24K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-245- 10.6% |
$54K - $59.2K
|
2.07K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
243+ 0.88% |
$53.5K - $58.7K
|
28K
$6.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-369- 1.19% |
$81.3K - $89.1K
|
30.6K
$7.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7- 0.13% |
$1.54K - $1.69K
|
5.23K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.9K+ 2.06% |
$2.63M - $2.88M
|
593K
$142M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.5K+ 43.84% |
$5.4M - $5.91M
|
80.4K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.37KNew |
$963K - $1.06M
|
4.37K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
229+ 0.82% |
$50.4K - $55.3K
|
28K
$6.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
345+ 18.32% |
$76K - $83.3K
|
2.23K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 89.23% |
$2.34M - $2.56M
|
1.28K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8New |
$1.76K - $1.93K
|
8
$1.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.73K+ 4.74% |
$602K - $660K
|
60.4K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.6K+ 20.35% |
$7.83M - $8.59M
|
210K
$50.5M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
668+ 50.61% |
$147K - $161K
|
1.99K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
206K+ 21.71% |
$45.5M - $49.8M
|
1.16M
$278M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 37.42% |
$324K - $355K
|
2.46K
$591K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29- 0.29% |
$6.39K - $7K
|
10K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
6.04KNew |
$1.33M - $1.46M
|
6.04K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.66K+ 10.53% |
$365K - $401K
|
17.4K
$4.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-705- 44.06% |
$155K - $170K
|
895
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
118+ 7.61% |
$26K - $28.5K
|
1.67K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.98K- 3.55% |
$436K - $478K
|
53.8K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
26+ 2.57% |
$5.73K - $6.28K
|
1.04K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.67KNew |
$588K - $645K
|
2.67K
$641K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.09% |
$220 - $241
|
1.18K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
975+ 25.0% |
$215K - $235K
|
4.88K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-240- 3.89% |
$52.9K - $57.9K
|
5.93K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-553- 3.81% |
$122K - $134K
|
14K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-51- 1.04% |
$11.2K - $12.3K
|
4.87K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-13.7K- 65.07% |
$3.02M - $3.31M
|
7.35K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
762+ 19.01% |
$168K - $184K
|
4.77K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-101- 0.57% |
$22.2K - $24.4K
|
17.6K
$4.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
96+ 0.45% |
$21.1K - $23.2K
|
21.6K
$5.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.21K- 39.72% |
$486K - $533K
|
3.35K
$804K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
47+ 4.36% |
$10.4K - $11.3K
|
1.13K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
400New |
$88.1K - $96.6K
|
400
$96K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
355+ 7.43% |
$78.2K - $85.7K
|
5.13K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.22K- 0.74% |
$1.37M - $1.5M
|
834K
$200M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.43K+ 10.7% |
$975K - $1.07M
|
45.8K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.73KNew |
$382K - $419K
|
1.73K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-66- 3.05% |
$14.5K - $15.9K
|
2.1K
$503K
|