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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
285+ 91.94% |
$51.2K - $72.2K
|
595
$161K
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
277+ 1.2% |
$49.8K - $70.1K
|
23.4K
$6.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-93.8K- 88.17% |
$16.9M - $23.8M
|
12.6K
$3.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.24KNew |
$941K - $1.33M
|
5.24K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-16.8K- 44.13% |
$3.01M - $4.25M
|
21.2K
$5.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
431+ 19.95% |
$77.5K - $109K
|
2.59K
$702K
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-170- 10.47% |
$30.6K - $43K
|
1.45K
$394K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.09K+ 15.21% |
$376K - $530K
|
15.9K
$4.29M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-664- 1.76% |
$119K - $168K
|
37.2K
$10.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-140- 2.07% |
$25.2K - $35.5K
|
6.63K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
255+ 3.25% |
$45.8K - $64.6K
|
8.1K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-603- 2.77% |
$108K - $153K
|
21.2K
$5.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.72K+ 6.89% |
$489K - $689K
|
42.2K
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-230- 11.68% |
$41.3K - $58.2K
|
1.74K
$471K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.82K+ 2.13% |
$866K - $1.22M
|
231K
$62.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
918New |
$165K - $232K
|
918
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-27- 2.44% |
$4.85K - $6.84K
|
1.08K
$292K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-873- 9.56% |
$157K - $221K
|
8.26K
$2.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-418- 22.36% |
$75.1K - $106K
|
1.45K
$393K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-510- 4.21% |
$91.7K - $129K
|
11.6K
$3.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-42- 10.5% |
$7.55K - $10.6K
|
358
$97K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-879- 12.04% |
$158K - $223K
|
6.42K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
911New |
$164K - $231K
|
911
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.35K- 12.58% |
$423K - $596K
|
16.3K
$4.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.87K+ 15.22% |
$336K - $473K
|
14.2K
$3.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-92- 3.35% |
$16.5K - $23.3K
|
2.66K
$720K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.53K- 6.71% |
$275K - $388K
|
21.3K
$5.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-50- 50.51% |
$8.99K - $12.7K
|
49
$13.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.07K+ 21.82% |
$731K - $1.03M
|
22.7K
$6.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
295+ 0.04% |
$53K - $74.7K
|
835K
$226M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-54.4K- 28.06% |
$9.78M - $13.8M
|
139K
$37.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
424+ 19.77% |
$76.2K - $107K
|
2.57K
$696K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-136- 0.56% |
$24.4K - $34.4K
|
24K
$6.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-7- 0.24% |
$1.26K - $1.77K
|
2.86K
$773K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-115- 2.48% |
$20.7K - $29.1K
|
4.53K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2K+ 1.72% |
$360K - $507K
|
119K
$32.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.13K+ 11.93% |
$203K - $285K
|
10.6K
$2.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-198- 2.71% |
$35.6K - $50.1K
|
7.1K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
900New |
$162K - $228K
|
900
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.65K- 3.46% |
$297K - $419K
|
46.1K
$12.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
791New |
$142K - $200K
|
791
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-8.3K- 17.03% |
$1.49M - $2.1M
|
40.5K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-246- 15.86% |
$44.2K - $62.3K
|
1.31K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.11K+ 1.79% |
$380K - $535K
|
120K
$32.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1K+ 8.77% |
$180K - $254K
|
12.4K
$3.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.04K- 9.39% |
$726K - $1.02M
|
39K
$10.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1- 0.07% |
$180 - $253
|
1.42K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.77K+ 8.68% |
$317K - $447K
|
22.1K
$5.99M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
27+ 2.56% |
$4.85K - $6.84K
|
1.08K
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
837New |
$150K - $212K
|
837
$227K
|