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 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1K+ 69.4% |
$180K - $253K
|
2.44K
$661K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
531+ 15.11% |
$95.4K - $134K
|
4.05K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.24K+ 52.88% |
$223K - $314K
|
3.59K
$972K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-13- 0.5% |
$2.34K - $3.29K
|
2.56K
$694K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 0.65% |
$300K - $422K
|
253K
$68.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
553K+ 1270.16% |
$99.3M - $140M
|
596K
$162M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-100- 7.11% |
$18K - $25.3K
|
1.31K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-805- 29.56% |
$145K - $204K
|
1.92K
$520K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-595- 26.02% |
$107K - $151K
|
1.69K
$458K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-231- 19.66% |
$41.5K - $58.5K
|
944
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
2+ 0.19% |
$359 - $506
|
1.04K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-63.6K- 63.05% |
$11.4M - $16.1M
|
37.3K
$10.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-256- 1.16% |
$46K - $64.8K
|
21.9K
$5.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-221K- 94.14% |
$39.7M - $55.9M
|
13.7K
$3.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-3.09K- 57.4% |
$556K - $783K
|
2.29K
$621K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2+ 0.19% |
$359 - $506
|
1.04K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.7K- 31.39% |
$4.98M - $7.01M
|
60.5K
$16.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-586- 6.7% |
$105K - $148K
|
8.16K
$2.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
856+ 9.91% |
$154K - $217K
|
9.49K
$2.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.28K- 14.28% |
$230K - $325K
|
7.7K
$2.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-23- 1.06% |
$4.13K - $5.82K
|
2.15K
$582K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.51K+ 7.66% |
$1.17M - $1.65M
|
91.4K
$24.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-462- 6.77% |
$83K - $117K
|
6.36K
$1.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.4K- 2.55% |
$3.66M - $5.15M
|
778K
$211M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
62.8K+ 7.29% |
$11.3M - $15.9M
|
924K
$250M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20K+ 9.48% |
$3.59M - $5.06M
|
231K
$62.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.2K- 91.71% |
$215K - $303K
|
108
$29.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
361+ 24.03% |
$64.9K - $91.4K
|
1.86K
$505K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.34% |
$180 - $253
|
293
$79.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-354- 13.51% |
$63.6K - $89.6K
|
2.27K
$614K
|
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-305- 0.1% |
$54.8K - $77.2K
|
312K
$84.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.32K+ 0.93% |
$237K - $334K
|
143K
$38.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-2.6K- 0.85% |
$467K - $658K
|
303K
$82M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-28.9K- 70.77% |
$5.19M - $7.32M
|
11.9K
$3.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.9K+ 8.23% |
$3.21M - $4.53M
|
235K
$63.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9+ 0.17% |
$1.62K - $2.28K
|
5.38K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-232- 13.46% |
$41.7K - $58.7K
|
1.49K
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.22K- 34.3% |
$219K - $309K
|
2.34K
$633K
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
41.3KNew |
$7.43M - $10.5M
|
41.3K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.55K- 69.05% |
$457K - $644K
|
1.14K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
9+ 0.1% |
$1.62K - $2.28K
|
9.46K
$2.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
140+ 157.3% |
$25.2K - $35.5K
|
229
$62K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.6K- 2.91% |
$288K - $406K
|
53.5K
$14.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
500+ 39.09% |
$89.9K - $127K
|
1.78K
$482K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
92+ 16.58% |
$16.5K - $23.3K
|
647
$175K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.91K+ 4.68% |
$344K - $484K
|
42.8K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.47K+ 198.79% |
$444K - $626K
|
3.71K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.94K- 10.24% |
$348K - $491K
|
17K
$4.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
80.7KNew |
$14.5M - $20.4M
|
80.7K
$21.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.04K- 16.52% |
$1.09M - $1.53M
|
30.5K
$8.27M
|