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
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.05K+ 1.73% |
$630K - $739K
|
180K
$42.1M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.46K- 1.98% |
$300K - $353K
|
72K
$16.9M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
50New |
$10.3K - $12.1K
|
50
$11.7K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
856New |
$177K - $207K
|
856
$200K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
19.1KNew |
$3.94M - $4.63M
|
19.1K
$4.47M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-197- 6.59% |
$40.7K - $47.7K
|
2.79K
$654K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-256- 13.88% |
$52.8K - $62K
|
1.59K
$372K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.08K+ 0.65% |
$223K - $262K
|
167K
$39.2M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.7K- 27.59% |
$557K - $653K
|
7.08K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
242+ 6.51% |
$49.9K - $58.6K
|
3.96K
$928K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.04% |
$413 - $484
|
4.62K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
181+ 3.03% |
$37.4K - $43.8K
|
6.16K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-224- 2.49% |
$46.2K - $54.2K
|
8.76K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.12K- 24.74% |
$230K - $270K
|
3.39K
$794K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.26K- 16.49% |
$1.08M - $1.27M
|
26.6K
$6.23M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
298+ 23.08% |
$61.5K - $72.2K
|
1.59K
$372K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
12K+ 2.55% |
$2.48M - $2.91M
|
483K
$113M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.24K+ 8.15% |
$461K - $541K
|
29.7K
$6.94M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
106+ 1.01% |
$21.9K - $25.7K
|
10.6K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-20.3K- 11.37% |
$4.19M - $4.92M
|
158K
$37.1M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
11+ 0.24% |
$2.27K - $2.66K
|
4.68K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.01K- 58.13% |
$621K - $729K
|
2.17K
$507K
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-5.23K- 9.52% |
$1.08M - $1.27M
|
49.7K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-185K- 67.77% |
$38.3M - $44.9M
|
88.2K
$20.7M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
14.8K+ 82.51% |
$3.04M - $3.57M
|
32.6K
$7.64M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
100+ 11.11% |
$20.6K - $24.2K
|
1K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-801- 43.51% |
$165K - $194K
|
1.04K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-310- 1.52% |
$64K - $75.1K
|
20.1K
$4.71M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
136New |
$28.1K - $32.9K
|
136
$31.8K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
CALL |
1.8KNew |
$371K - $436K
|
1.8K
$421K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-81.4K- 1.09% |
$16.8M - $19.7M
|
7.39M
$1.73B
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.17% |
$1.03K - $1.21K
|
3.03K
$710K
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
78.8KNew |
$16.3M - $19.1M
|
78.8K
$18.4M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.01KNew |
$208K - $245K
|
1.01K
$237K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
21New |
$4.33K - $5.09K
|
21
$4.92K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
993+ 0.73% |
$205K - $240K
|
136K
$31.9M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
702+ 6.89% |
$145K - $170K
|
10.9K
$2.55M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-576- 26.67% |
$119K - $139K
|
1.58K
$371K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
575+ 52.18% |
$119K - $139K
|
1.68K
$393K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
448+ 80.87% |
$92.5K - $108K
|
1K
$235K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.13M- 99.52% |
$1.06B - $1.24B
|
25K
$5.85M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-502- 8.94% |
$104K - $122K
|
5.11K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-400- 9.41% |
$82.6K - $96.9K
|
3.85K
$902K
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.28K+ 4.13% |
$263K - $309K
|
32.2K
$7.53M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
SELL
|
- |
-588- 12.2% |
$121K - $142K
|
4.23K
$990K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-118K- 25.33% |
$24.4M - $28.7M
|
349K
$81.8M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
156New |
$32.2K - $37.8K
|
156
$36.5K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-345- 10.8% |
$71.2K - $83.6K
|
2.85K
$667K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5- 0.49% |
$1.03K - $1.21K
|
1.02K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8+ 0.54% |
$1.65K - $1.94K
|
1.48K
$347K
|