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
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-418- 7.73% |
$86.3K - $101K
|
4.99K
$1.17M
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-26- 2.31% |
$5.37K - $6.3K
|
1.1K
$258K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
41New |
$8.46K - $9.93K
|
41
$9.6K
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
101+ 7.93% |
$20.8K - $24.5K
|
1.37K
$322K
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
116New |
$23.9K - $28.1K
|
116
$27.2K
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-975- 0.91% |
$201K - $236K
|
106K
$24.8M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.23K+ 0.15% |
$253K - $297K
|
835K
$196M
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
1.06K+ 9.86% |
$218K - $256K
|
11.8K
$2.76M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.78K- 0.51% |
$987K - $1.16M
|
940K
$220M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.78K- 7.18% |
$573K - $672K
|
35.9K
$8.4M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
190+ 2.59% |
$39.2K - $46K
|
7.53K
$1.76M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.42K- 5.63% |
$911K - $1.07M
|
74.1K
$17.3M
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-161- 3.96% |
$33.2K - $39K
|
3.9K
$914K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.45K+ 14.81% |
$712K - $836K
|
26.8K
$6.27M
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10+ 0.39% |
$2.06K - $2.42K
|
2.58K
$603K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
540+ 59.93% |
$111K - $131K
|
1.44K
$337K
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
6.66K+ 14.68% |
$1.37M - $1.61M
|
52K
$12.2M
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
1.61KNew |
$332K - $390K
|
1.61K
$377K
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
20+ 1.29% |
$4.13K - $4.84K
|
1.58K
$369K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.59K+ 10.92% |
$327K - $384K
|
16.1K
$3.77M
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
247+ 18.94% |
$51K - $59.8K
|
1.55K
$363K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-348- 54.37% |
$71.8K - $84.3K
|
292
$68.4K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.6K+ 6.14% |
$3.21M - $3.77M
|
269K
$63M
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
153+ 0.43% |
$31.6K - $37.1K
|
35.4K
$8.3M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.01K+ 2.73% |
$1.24M - $1.46M
|
226K
$52.9M
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
285+ 4.07% |
$58.8K - $69K
|
7.29K
$1.71M
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$413K - $484K
|
2K
$468K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
380+ 23.65% |
$78.4K - $92K
|
1.99K
$465K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-721- 3.67% |
$149K - $175K
|
18.9K
$4.43M
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-86- 0.09% |
$17.7K - $20.8K
|
97.4K
$22.8M
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
240+ 9.97% |
$49.5K - $58.1K
|
2.65K
$620K
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-90- 1.98% |
$18.6K - $21.8K
|
4.46K
$1.04M
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-250- 11.89% |
$51.6K - $60.5K
|
1.85K
$434K
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
215+ 4.26% |
$44.4K - $52.1K
|
5.26K
$1.23M
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-169- 4.11% |
$34.9K - $40.9K
|
3.95K
$924K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
176+ 174.26% |
$36.3K - $42.6K
|
277
$64.9K
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.37K- 3.52% |
$696K - $817K
|
92.4K
$21.6M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.37K- 23.86% |
$1.73M - $2.03M
|
26.7K
$6.26M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
87+ 3.43% |
$18K - $21.1K
|
2.62K
$614K
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.95K+ 143.07% |
$402K - $472K
|
3.31K
$776K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
184New |
$38K - $44.6K
|
184
$43.1K
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-327- 2.91% |
$67.5K - $79.2K
|
10.9K
$2.55M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.9K- 10.68% |
$3.7M - $4.34M
|
150K
$35.1M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
524+ 27.71% |
$108K - $127K
|
2.42K
$565K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-172- 1.95% |
$35.5K - $41.7K
|
8.64K
$2.02M
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-559- 2.27% |
$115K - $135K
|
24.1K
$5.64M
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-226- 4.04% |
$46.6K - $54.7K
|
5.37K
$1.26M
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.27K+ 48.64% |
$262K - $307K
|
3.88K
$908K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.27K+ 12.06% |
$263K - $309K
|
11.8K
$2.77M
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
206New |
$42.5K - $49.9K
|
206
$48.2K
|