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 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.69K+ 2.61% |
$843K - $1.19M
|
184K
$50M
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-420- 8.61% |
$75.5K - $106K
|
4.46K
$1.21M
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4- 0.25% |
$719 - $1.01K
|
1.62K
$438K
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-175- 14.29% |
$31.5K - $44.3K
|
1.05K
$284K
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-185- 4.84% |
$33.3K - $46.8K
|
3.64K
$986K
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
454+ 0.84% |
$81.6K - $115K
|
54.3K
$14.7M
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
13.2K+ 81.62% |
$2.36M - $3.33M
|
29.3K
$7.93M
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
76+ 3.69% |
$13.7K - $19.2K
|
2.14K
$578K
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.92K+ 50.05% |
$1.06M - $1.5M
|
17.8K
$4.81M
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
705New |
$127K - $179K
|
705
$191K
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4- 0.05% |
$719 - $1.01K
|
7.43K
$2.01M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.5K- 5.86% |
$269K - $380K
|
24.1K
$6.52M
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.46K- 14.48% |
$262K - $369K
|
8.6K
$2.33M
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.35K+ 20.08% |
$422K - $595K
|
14K
$3.8M
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-43- 2.49% |
$7.73K - $10.9K
|
1.68K
$456K
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
20New |
$3.59K - $5.06K
|
20
$5.42K
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-25- 3.86% |
$4.49K - $6.33K
|
623
$169K
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
200+ 8.34% |
$35.9K - $50.6K
|
2.6K
$704K
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-413- 4.46% |
$74.2K - $105K
|
8.84K
$2.39M
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-41- 4.01% |
$7.37K - $10.4K
|
981
$266K
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-595- 3.87% |
$107K - $151K
|
14.8K
$4.01M
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
3+ 0.06% |
$539 - $760
|
4.69K
$1.27M
|
|
Aug 07, 2025
Q2 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-39.6K- 75.29% |
$7.12M - $10M
|
13K
$3.52M
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-55- 0.47% |
$9.89K - $13.9K
|
11.6K
$3.16M
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.03K- 8.53% |
$364K - $513K
|
21.7K
$5.89M
|
|
Aug 07, 2025
Q2 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
496KNew |
$89.2M - $126M
|
496K
$134M
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-22- 2.04% |
$3.95K - $5.57K
|
1.06K
$286K
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-563- 0.91% |
$101K - $143K
|
61.2K
$16.6M
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-61- 1.32% |
$11K - $15.4K
|
4.56K
$1.23M
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
858New |
$154K - $217K
|
858
$232K
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.1% |
$180 - $253
|
979
$265K
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
790New |
$142K - $200K
|
790
$214K
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-54- 2.2% |
$9.71K - $13.7K
|
2.4K
$649K
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
885New |
$159K - $224K
|
885
$240K
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.12K+ 14.41% |
$741K - $1.04M
|
32.7K
$8.87M
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.9K+ 143.27% |
$1.06M - $1.5M
|
10K
$2.72M
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
507+ 8.82% |
$91.1K - $128K
|
6.26K
$1.7M
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
950New |
$171K - $241K
|
950
$257K
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
21+ 0.97% |
$3.77K - $5.32K
|
2.19K
$594K
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
245+ 5.87% |
$44K - $62K
|
4.42K
$1.2M
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16.5K+ 1317.03% |
$2.96M - $4.17M
|
17.7K
$4.8M
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.25K+ 9.44% |
$224K - $315K
|
14.4K
$3.91M
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
31+ 0.22% |
$5.57K - $7.85K
|
14.1K
$3.82M
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
18+ 1.15% |
$3.24K - $4.56K
|
1.58K
$427K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
8.93K+ 12.87% |
$1.61M - $2.26M
|
78.3K
$21.2M
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
44+ 0.68% |
$7.91K - $11.1K
|
6.55K
$1.77M
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
102+ 2.84% |
$18.3K - $25.8K
|
3.69K
$1M
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
907New |
$163K - $230K
|
907
$246K
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
166+ 12.02% |
$29.8K - $42K
|
1.55K
$419K
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-55- 4.1% |
$9.89K - $13.9K
|
1.29K
$349K
|