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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
723+ 41.77% |
$130K - $183K
|
2.45K
$635K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-137- 0.4% |
$24.6K - $34.7K
|
34.2K
$8.84M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-126- 5.09% |
$22.6K - $31.9K
|
2.35K
$608K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-300- 16.17% |
$53.9K - $76K
|
1.56K
$402K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-25- 0.46% |
$4.49K - $6.33K
|
5.45K
$1.41M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-62- 0.53% |
$11.1K - $15.7K
|
11.6K
$3M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
43+ 0.7% |
$7.73K - $10.9K
|
6.16K
$1.59M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
567+ 9.08% |
$102K - $144K
|
6.81K
$1.76M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-2- 0.02% |
$359 - $506
|
9.37K
$2.43M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.74K+ 32.22% |
$1.03M - $1.45M
|
23.5K
$6.09M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
868New |
$156K - $220K
|
868
$225K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-164- 0.34% |
$29.5K - $41.5K
|
48.5K
$12.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.17K+ 43.39% |
$210K - $296K
|
3.86K
$999K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
318+ 25.36% |
$57.2K - $80.5K
|
1.57K
$407K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.46K+ 31.23% |
$262K - $369K
|
6.12K
$1.58M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
853New |
$153K - $216K
|
853
$221K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
1.06K+ 9.86% |
$218K - $256K
|
11.8K
$3.05M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.34K+ 137.5% |
$690K - $810K
|
5.78K
$1.49M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
433+ 1.54% |
$89.4K - $105K
|
28.5K
$7.37M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
58+ 5.91% |
$12K - $14K
|
1.04K
$269K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-255- 7.85% |
$52.6K - $61.8K
|
2.99K
$775K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-100- 18.87% |
$20.6K - $24.2K
|
430
$111K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.16% |
$413 - $484
|
1.23K
$317K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
157New |
$32.4K - $38K
|
157
$40.6K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-13K- 9.93% |
$2.69M - $3.16M
|
118K
$30.6M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
9New |
$1.86K - $2.18K
|
9
$2.33K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
131K+ 775.27% |
$27.1M - $31.8M
|
148K
$38.4M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-133- 5.36% |
$27.4K - $32.2K
|
2.35K
$607K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.16K+ 16.88% |
$239K - $281K
|
8.03K
$2.08M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.33K- 30.82% |
$686K - $805K
|
7.46K
$1.93M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-400- 7.81% |
$82.6K - $96.9K
|
4.72K
$1.22M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
312+ 1.43% |
$64.4K - $75.6K
|
22.1K
$5.73M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.4K+ 207.35% |
$2.35M - $2.76M
|
16.9K
$4.37M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-20- 3.71% |
$4.13K - $4.84K
|
519
$134K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-126- 10.15% |
$26K - $30.5K
|
1.12K
$289K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.3K+ 55.6% |
$681K - $800K
|
9.24K
$2.39M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.28K+ 31.2% |
$265K - $310K
|
5.39K
$1.4M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
706+ 70.6% |
$146K - $171K
|
1.71K
$442K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-43- 0.77% |
$8.87K - $10.4K
|
5.52K
$1.43M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-331- 9.99% |
$68.3K - $80.2K
|
2.98K
$772K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
301K+ 123.42% |
$62.1M - $72.9M
|
545K
$141M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
136+ 15.74% |
$28.1K - $32.9K
|
1K
$259K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.93K- 4.59% |
$1.02M - $1.19M
|
102K
$26.5M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-93- 5.29% |
$19.2K - $22.5K
|
1.67K
$431K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-5- 0.2% |
$1.03K - $1.21K
|
2.47K
$638K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
367+ 160.26% |
$75.7K - $88.9K
|
596
$154K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17+ 0.87% |
$3.51K - $4.12K
|
1.98K
$512K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
110+ 11.19% |
$22.7K - $26.6K
|
1.09K
$283K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
244+ 15.07% |
$50.4K - $59.1K
|
1.86K
$482K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-15.3K- 45.68% |
$3.15M - $3.69M
|
18.1K
$4.7M
|
|