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 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-49- 0.05% |
$10.1K - $11.9K
|
99.4K
$23.3M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 7.6% |
$41.3K - $48.4K
|
2.43K
$569K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.13% |
$1.24K - $1.45K
|
4.62K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-352- 2.0% |
$72.6K - $85.2K
|
17.2K
$4.03M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-144- 1.02% |
$29.7K - $34.9K
|
13.9K
$3.26M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
194New |
$40K - $47K
|
194
$45.4K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-169- 0.45% |
$34.9K - $40.9K
|
37.3K
$8.74M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
31+ 2.22% |
$6.4K - $7.51K
|
1.43K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-93- 7.27% |
$19.2K - $22.5K
|
1.19K
$278K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.96K+ 5.99% |
$404K - $474K
|
34.6K
$8.1M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
80+ 0.67% |
$16.5K - $19.4K
|
12K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.54K+ 3.99% |
$317K - $372K
|
40.1K
$9.38M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
336+ 4.83% |
$69.3K - $81.4K
|
7.29K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
604+ 29.75% |
$125K - $146K
|
2.63K
$617K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-265- 11.89% |
$54.7K - $64.2K
|
1.96K
$460K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.35K- 30.0% |
$1.52M - $1.78M
|
17.1K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.21K+ 74.14% |
$869K - $1.02M
|
9.89K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-922- 3.45% |
$190K - $223K
|
25.8K
$6.05M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-377- 26.81% |
$77.8K - $91.3K
|
1.03K
$241K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.17K+ 2.93% |
$240K - $282K
|
40.9K
$9.58M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
122+ 0.96% |
$25.2K - $29.5K
|
12.8K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$429K - $503K
|
2.08K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1K- 22.03% |
$207K - $243K
|
3.55K
$832K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-817- 6.1% |
$169K - $198K
|
12.6K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
492+ 21.3% |
$102K - $119K
|
2.8K
$656K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-407- 6.06% |
$84K - $98.6K
|
6.31K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
29+ 0.42% |
$5.99K - $7.02K
|
6.86K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-189- 7.3% |
$39K - $45.8K
|
2.4K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
188+ 3.93% |
$38.8K - $45.5K
|
4.98K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.95K+ 12.66% |
$402K - $472K
|
17.4K
$4.06M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 19.66% |
$229K - $269K
|
4.53K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.71KNew |
$559K - $656K
|
2.71K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
5KNew |
$1.03M - $1.21M
|
5K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.81K+ 38.7% |
$580K - $681K
|
10.1K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.3K- 22.51% |
$1.3M - $1.52M
|
21.7K
$5.07M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.54K+ 6.38% |
$524K - $615K
|
42.3K
$9.91M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10+ 0.41% |
$2.06K - $2.42K
|
2.47K
$579K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
55+ 1.26% |
$11.4K - $13.3K
|
4.41K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.2K+ 5.45% |
$247K - $290K
|
23.1K
$5.42M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-3.69K- 20.05% |
$762K - $894K
|
14.7K
$3.45M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.95K+ 19.72% |
$610K - $715K
|
17.9K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-62- 0.72% |
$12.8K - $15K
|
8.54K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
579+ 5.15% |
$119K - $140K
|
11.8K
$2.77M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-141- 2.02% |
$29.1K - $34.1K
|
6.83K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.16KNew |
$239K - $280K
|
1.16K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-97- 1.69% |
$20K - $23.5K
|
5.66K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-17.6K- 1.22% |
$3.63M - $4.26M
|
1.42M
$333M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-85- 20.73% |
$17.5K - $20.6K
|
325
$76.1K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-26.4K- 77.16% |
$5.45M - $6.39M
|
7.82K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-615- 3.18% |
$127K - $149K
|
18.7K
$4.38M
|