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 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.78K- 33.81% |
$1.4M - $1.64M
|
13.3K
$3.11M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
150+ 1.64% |
$31K - $36.3K
|
9.29K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-98- 1.78% |
$20.2K - $23.7K
|
5.4K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-16.8K- 25.63% |
$3.47M - $4.07M
|
48.8K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-300- 21.43% |
$61.9K - $72.7K
|
1.1K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.01KNew |
$209K - $245K
|
1.01K
$237K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
600+ 17.39% |
$124K - $145K
|
4.05K
$948K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1.13K- 7.62% |
$232K - $272K
|
13.6K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-153- 2.02% |
$31.6K - $37.1K
|
7.44K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
21+ 0.09% |
$4.33K - $5.09K
|
24.1K
$5.65M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
91+ 5.59% |
$18.8K - $22K
|
1.72K
$403K
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-52.2K- 99.95% |
$10.8M - $12.6M
|
24
$5.62K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
410+ 31.16% |
$84.6K - $99.3K
|
1.73K
$404K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79+ 5.07% |
$16.3K - $19.1K
|
1.64K
$384K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-228- 19.03% |
$47.1K - $55.2K
|
970
$227K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-168- 14.38% |
$34.7K - $40.7K
|
1K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3+ 0.16% |
$619 - $727
|
1.86K
$436K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-29- 1.1% |
$5.99K - $7.02K
|
2.6K
$610K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.98KNew |
$615K - $722K
|
2.98K
$698K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
2.51KNew |
$518K - $608K
|
2.51K
$588K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-55- 0.74% |
$11.4K - $13.3K
|
7.36K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.23K+ 5.1% |
$254K - $298K
|
25.4K
$5.94M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.36K- 13.01% |
$487K - $572K
|
15.8K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-121- 2.36% |
$25K - $29.3K
|
5.01K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.96K+ 8.98% |
$610K - $716K
|
35.9K
$8.4M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
9.77KNew |
$2.02M - $2.37M
|
9.77K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-689- 9.83% |
$142K - $167K
|
6.32K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-8- 0.21% |
$1.65K - $1.94K
|
3.82K
$894K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
180+ 0.57% |
$37.1K - $43.6K
|
32K
$7.49M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
46+ 0.74% |
$9.49K - $11.1K
|
6.23K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-21.6K- 17.05% |
$4.45M - $5.22M
|
105K
$24.6M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
65+ 2.32% |
$13.4K - $15.7K
|
2.86K
$670K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
52+ 1.13% |
$10.7K - $12.6K
|
4.66K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-624- 1.63% |
$129K - $151K
|
37.6K
$8.81M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
997+ 62.82% |
$206K - $241K
|
2.58K
$605K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.47KNew |
$922K - $1.08M
|
4.47K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-26- 3.69% |
$5.37K - $6.3K
|
679
$159K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.35K- 1.53% |
$279K - $328K
|
87.4K
$20.5M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.13K+ 12.68% |
$1.47M - $1.73M
|
63.4K
$14.8M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-7.42K- 28.66% |
$1.53M - $1.8M
|
18.5K
$4.33M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
1.24KNew |
$256K - $301K
|
1.24K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
89+ 4.08% |
$18.4K - $21.6K
|
2.27K
$531K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.2K- 56.52% |
$5.41M - $6.35M
|
20.2K
$4.72M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-23.9K- 19.21% |
$4.93M - $5.79M
|
101K
$23.5M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-36- 17.06% |
$7.43K - $8.72K
|
175
$41K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-642- 37.02% |
$132K - $155K
|
1.09K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.03K- 64.96% |
$212K - $249K
|
555
$130K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.47KNew |
$304K - $356K
|
1.47K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
138+ 6.11% |
$28.5K - $33.4K
|
2.4K
$561K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-451- 7.25% |
$93.1K - $109K
|
5.77K
$1.35M
|