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 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
661+ 13.49% |
$136K - $160K
|
5.56K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.02K- 4.01% |
$210K - $247K
|
24.4K
$5.72M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
276+ 2.82% |
$57K - $66.8K
|
10.1K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-196- 0.35% |
$40.5K - $47.5K
|
55.9K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.09K- 8.12% |
$224K - $263K
|
12.3K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
218New |
$45K - $52.8K
|
218
$51K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.17K- 35.24% |
$241K - $283K
|
2.15K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
203+ 25.09% |
$41.9K - $49.2K
|
1.01K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.83K+ 30.79% |
$377K - $442K
|
7.76K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.73K- 23.32% |
$1.39M - $1.63M
|
22.1K
$5.19M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.08K+ 10.56% |
$430K - $504K
|
21.8K
$5.11M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
246+ 0.17% |
$50.8K - $59.6K
|
141K
$33.1M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.3K+ 0.82% |
$474K - $556K
|
284K
$66.5M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.55K+ 8.71% |
$320K - $376K
|
19.4K
$4.53M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
6.8K+ 2.28% |
$1.4M - $1.65M
|
305K
$71.5M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-173- 1.43% |
$35.7K - $41.9K
|
11.9K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-106- 0.38% |
$21.9K - $25.7K
|
27.6K
$6.47M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 1.49% |
$795K - $932K
|
255K
$59.7M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-76- 5.06% |
$15.7K - $18.4K
|
1.43K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-761K- 40.66% |
$157M - $184M
|
1.11M
$260M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-185- 1.55% |
$38.2K - $44.8K
|
11.7K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-49Closed |
$10.1K - $11.9K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.21K+ 7.41% |
$250K - $293K
|
17.5K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
177+ 0.77% |
$36.5K - $42.9K
|
23.3K
$5.46M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
80+ 3.14% |
$16.5K - $19.4K
|
2.63K
$615K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-5.45K- 4.19% |
$1.12M - $1.32M
|
125K
$29.2M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.4K- 49.7% |
$495K - $581K
|
2.43K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
37+ 2.75% |
$7.64K - $8.96K
|
1.38K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.24KNew |
$256K - $301K
|
1.24K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
420+ 14.49% |
$86.7K - $102K
|
3.32K
$777K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-386- 2.15% |
$79.7K - $93.5K
|
17.6K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-36- 2.16% |
$7.43K - $8.72K
|
1.63K
$381K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-647- 37.57% |
$134K - $157K
|
1.08K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-531- 7.22% |
$110K - $129K
|
6.82K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.83KNew |
$584K - $685K
|
2.83K
$662K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
354+ 29.87% |
$73.1K - $85.7K
|
1.54K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
478+ 1.44% |
$98.6K - $116K
|
33.7K
$7.89M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-207- 1.9% |
$42.7K - $50.1K
|
10.7K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-35.7K- 79.17% |
$7.36M - $8.64M
|
9.39K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.87K+ 20.1% |
$386K - $453K
|
11.2K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
26.5K+ 49.06% |
$5.47M - $6.42M
|
80.5K
$18.9M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.17K+ 2.09% |
$242K - $284K
|
57.3K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.3K- 36.32% |
$268K - $315K
|
2.28K
$534K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.75K- 4.13% |
$360K - $423K
|
40.5K
$9.47M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-134- 0.7% |
$27.7K - $32.5K
|
19.1K
$4.48M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.09KNew |
$224K - $263K
|
1.09K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.28K- 28.19% |
$264K - $309K
|
3.25K
$762K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-49- 0.8% |
$10.1K - $11.9K
|
6.1K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
999New |
$206K - $242K
|
999
$234K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-560- 3.82% |
$116K - $136K
|
14.1K
$3.3M
|