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
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
909+ 16.35% |
$163K - $230K
|
6.47K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-338- 1.37% |
$60.7K - $85.6K
|
24.4K
$6.6M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
13+ 0.4% |
$2.34K - $3.29K
|
3.28K
$888K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
34.3K+ 3001.05% |
$6.16M - $8.68M
|
35.4K
$9.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
39+ 3.19% |
$7.01K - $9.88K
|
1.26K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-14.9K- 14.81% |
$2.68M - $3.77M
|
85.7K
$23.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.21K+ 1.42% |
$217K - $306K
|
86.1K
$23.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-60- 42.55% |
$10.8K - $15.2K
|
81
$21.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-80- 5.05% |
$14.4K - $20.3K
|
1.5K
$407K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.5K- 3.03% |
$5.12M - $7.21M
|
911K
$247M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
351+ 4.82% |
$63.1K - $88.9K
|
7.64K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
44+ 1.97% |
$7.91K - $11.1K
|
2.28K
$618K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-69- 2.18% |
$12.4K - $17.5K
|
3.1K
$840K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-38.1K- 69.12% |
$6.85M - $9.65M
|
17K
$4.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.47KNew |
$265K - $373K
|
1.47K
$399K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
147+ 4.56% |
$26.4K - $37.2K
|
3.37K
$913K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4.62K- 3.99% |
$830K - $1.17M
|
111K
$30.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-326- 3.95% |
$58.6K - $82.6K
|
7.92K
$2.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-142- 6.55% |
$25.5K - $36K
|
2.03K
$549K
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
829New |
$149K - $210K
|
829
$225K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
32+ 0.17% |
$5.75K - $8.1K
|
19.2K
$5.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
58+ 5.07% |
$10.4K - $14.7K
|
1.2K
$326K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.07% |
$719 - $1.01K
|
6.03K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
21+ 0.13% |
$3.77K - $5.32K
|
15.6K
$4.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-4.51K- 26.22% |
$811K - $1.14M
|
12.7K
$3.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
53.4K+ 120.7% |
$9.6M - $13.5M
|
97.7K
$26.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.63K- 12.29% |
$293K - $413K
|
11.6K
$3.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-3- 0.15% |
$539 - $760
|
2.06K
$557K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-50- 1.72% |
$8.99K - $12.7K
|
2.85K
$773K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-50- 0.44% |
$8.99K - $12.7K
|
11.2K
$3.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2- 0.12% |
$359 - $506
|
1.63K
$442K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
280+ 2.57% |
$50.3K - $70.9K
|
11.2K
$3.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
277+ 0.76% |
$49.8K - $70.1K
|
36.5K
$9.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
81.5KNew |
$14.6M - $20.6M
|
81.5K
$22.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.85K- 5.62% |
$332K - $467K
|
31K
$8.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.68K- 11.88% |
$301K - $424K
|
12.4K
$3.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
26.2K+ 2.24% |
$4.71M - $6.64M
|
1.2M
$324M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3New |
$539 - $760
|
3
$813
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
608+ 5.63% |
$109K - $154K
|
11.4K
$3.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.81K- 7.14% |
$325K - $459K
|
23.6K
$6.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.94K- 14.57% |
$528K - $744K
|
17.2K
$4.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
253+ 4.69% |
$45.5K - $64.1K
|
5.65K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-16.4K- 2.31% |
$2.96M - $4.16M
|
695K
$188M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
303+ 6.5% |
$54.5K - $76.7K
|
4.97K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-177- 18.25% |
$31.8K - $44.8K
|
793
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-146- 24.5% |
$26.2K - $37K
|
450
$122K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
221+ 96.51% |
$39.7K - $56K
|
450
$122K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
4.09K+ 6.71% |
$736K - $1.04M
|
65.1K
$17.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.13KNew |
$203K - $286K
|
1.13K
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
667+ 33.02% |
$120K - $169K
|
2.69K
$728K
|