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 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-5- 0.43% |
$1.03K - $1.21K
|
1.16K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-227- 1.79% |
$46.8K - $55K
|
12.5K
$2.92M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.76K- 12.4% |
$363K - $426K
|
12.4K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
730+ 5.31% |
$151K - $177K
|
14.5K
$3.39M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.01K+ 2.38% |
$828K - $972K
|
172K
$40.4M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-340- 2.7% |
$70.2K - $82.3K
|
12.3K
$2.87M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-6.25K- 82.64% |
$1.29M - $1.51M
|
1.31K
$307K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.27K- 5.19% |
$261K - $306K
|
23.1K
$5.41M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-941- 3.53% |
$194K - $228K
|
25.8K
$6.03M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
676+ 21.81% |
$140K - $164K
|
3.78K
$884K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 13.57% |
$2.09M - $2.46M
|
84.9K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.6K+ 2.92% |
$4.67M - $5.48M
|
798K
$187M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
125+ 3.35% |
$25.8K - $30.3K
|
3.86K
$904K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-22.9K- 94.43% |
$4.72M - $5.54M
|
1.35K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-52- 0.61% |
$10.7K - $12.6K
|
8.48K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
258+ 28.96% |
$53.2K - $62.5K
|
1.15K
$269K
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
85+ 6.82% |
$17.5K - $20.6K
|
1.33K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-24- 2.7% |
$4.95K - $5.81K
|
866
$203K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
45+ 1.79% |
$9.29K - $10.9K
|
2.57K
$601K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.5K- 23.61% |
$5.06M - $5.94M
|
79.3K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-6.8K- 44.31% |
$1.4M - $1.65M
|
8.55K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.95KNew |
$1.02M - $1.2M
|
4.95K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
78.6K+ 27.74% |
$16.2M - $19M
|
362K
$84.7M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-201- 1.95% |
$41.5K - $48.7K
|
10.1K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-20.3K- 62.39% |
$4.19M - $4.92M
|
12.2K
$2.87M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
47.9KNew |
$9.88M - $11.6M
|
47.9K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
635K+ 65.24% |
$131M - $154M
|
1.61M
$377M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-40- 2.44% |
$8.26K - $9.69K
|
1.6K
$375K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.37K- 22.93% |
$1.11M - $1.3M
|
18.1K
$4.23M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-32- 2.58% |
$6.6K - $7.75K
|
1.21K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.2K- 3.09% |
$3.34M - $3.92M
|
507K
$119M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-945- 5.86% |
$195K - $229K
|
15.2K
$3.55M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-756- 1.26% |
$156K - $183K
|
59.3K
$13.9M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-246- 3.27% |
$50.8K - $59.6K
|
7.28K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-51- 1.62% |
$10.5K - $12.4K
|
3.1K
$725K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-73- 1.81% |
$15.1K - $17.7K
|
3.95K
$925K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
304New |
$62.7K - $73.6K
|
304
$71.2K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.07K+ 35.16% |
$221K - $260K
|
4.12K
$965K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
379+ 12.21% |
$78.2K - $91.8K
|
3.48K
$816K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-773- 43.5% |
$160K - $187K
|
1K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
100+ 3.52% |
$20.6K - $24.2K
|
2.94K
$688K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
1.14K+ 4.35% |
$236K - $277K
|
27.4K
$6.42M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-6.52K- 1.33% |
$1.35M - $1.58M
|
484K
$113M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.01K+ 2.85% |
$209K - $246K
|
36.6K
$8.56M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
4+ 0.27% |
$826 - $969
|
1.5K
$352K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
68+ 4.08% |
$14K - $16.5K
|
1.74K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 0.12% |
$3.1K - $3.63K
|
12.1K
$2.82M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.24KNew |
$462K - $542K
|
2.24K
$524K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16+ 1.02% |
$3.3K - $3.87K
|
1.58K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
241+ 1.57% |
$49.7K - $58.4K
|
15.6K
$3.64M
|