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 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
78+ 0.48% |
$14K - $19.8K
|
16.4K
$4.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-26- 1.01% |
$4.67K - $6.58K
|
2.55K
$692K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-135- 2.76% |
$24.3K - $34.2K
|
4.75K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.21K- 23.42% |
$218K - $307K
|
3.97K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-496- 25.9% |
$89.1K - $126K
|
1.42K
$384K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
8.62K+ 552.73% |
$1.55M - $2.18M
|
10.2K
$2.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-182K- 8.35% |
$32.8M - $46.2M
|
2M
$542M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.42K- 54.96% |
$795K - $1.12M
|
3.63K
$982K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
794+ 3.93% |
$143K - $201K
|
21K
$5.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.09K- 36.11% |
$196K - $277K
|
1.93K
$523K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
39+ 6.74% |
$7.01K - $9.88K
|
618
$167K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.05K+ 54.63% |
$368K - $519K
|
5.8K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17.6K+ 24.39% |
$3.16M - $4.45M
|
89.6K
$24.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1.31K+ 12.21% |
$236K - $332K
|
12.1K
$3.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
258New |
$46.4K - $65.3K
|
258
$69.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-200- 0.89% |
$35.9K - $50.6K
|
22.3K
$6.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
829New |
$149K - $210K
|
829
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.16K- 7.49% |
$747K - $1.05M
|
51.3K
$13.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
332+ 3.79% |
$59.7K - $84.1K
|
9.09K
$2.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-85- 1.91% |
$15.3K - $21.5K
|
4.38K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.66K- 14.81% |
$297K - $419K
|
9.52K
$2.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.57K- 25.07% |
$1M - $1.41M
|
16.7K
$4.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-209- 15.75% |
$37.6K - $52.9K
|
1.12K
$303K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
147+ 612.5% |
$26.4K - $37.2K
|
171
$46.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
180+ 6.88% |
$32.4K - $45.6K
|
2.8K
$758K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
7.68K+ 10.94% |
$1.38M - $1.94M
|
77.8K
$21.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-663- 3.02% |
$119K - $168K
|
21.3K
$5.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.32% |
$2.34K - $3.29K
|
4.07K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-55- 0.95% |
$9.89K - $13.9K
|
5.72K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-27.3K- 4.84% |
$4.9M - $6.9M
|
536K
$145M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-23K- 91.27% |
$4.13M - $5.82M
|
2.2K
$596K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.08K+ 93.43% |
$194K - $274K
|
2.24K
$606K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.42KNew |
$1.33M - $1.88M
|
7.42K
$2.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
711+ 2.36% |
$128K - $180K
|
30.8K
$8.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
713+ 4.58% |
$128K - $181K
|
16.3K
$4.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
266+ 0.79% |
$47.8K - $67.4K
|
33.8K
$9.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.11K+ 40.69% |
$379K - $534K
|
7.29K
$1.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
157+ 4.12% |
$28.2K - $39.8K
|
3.97K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.13K- 1.56% |
$383K - $539K
|
134K
$36.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
8+ 1.57% |
$1.44K - $2.03K
|
516
$140K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75+ 1.65% |
$13.5K - $19K
|
4.61K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-49.2K- 97.11% |
$8.85M - $12.5M
|
1.47K
$397K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.42K- 4.6% |
$795K - $1.12M
|
91.8K
$24.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
311+ 16.83% |
$55.9K - $78.8K
|
2.16K
$585K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3+ 0.05% |
$539 - $760
|
5.8K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
300+ 10.7% |
$53.9K - $76K
|
3.1K
$841K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2- 0.13% |
$359 - $506
|
1.54K
$417K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-55- 0.24% |
$9.89K - $13.9K
|
23.3K
$6.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.74K+ 91.54% |
$313K - $441K
|
3.65K
$987K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
275+ 2.28% |
$49.4K - $69.6K
|
12.3K
$3.34M
|