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 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
503+ 51.86% |
$90.4K - $127K
|
1.47K
$399K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.49K+ 15.06% |
$626K - $883K
|
26.6K
$7.21M
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-94- 4.06% |
$16.9K - $23.8K
|
2.22K
$601K
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-416- 1.72% |
$74.8K - $105K
|
23.7K
$6.42M
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-481- 2.85% |
$86.5K - $122K
|
16.4K
$4.45M
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-200- 0.98% |
$35.9K - $50.6K
|
20.3K
$5.5M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11.1K+ 39.1% |
$2M - $2.82M
|
39.7K
$10.7M
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
70+ 0.52% |
$12.6K - $17.7K
|
13.5K
$3.66M
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-135- 11.87% |
$24.3K - $34.2K
|
1K
$271K
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-17.1K- 12.72% |
$3.08M - $4.33M
|
117K
$31.8M
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
558+ 18.51% |
$100K - $141K
|
3.57K
$968K
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
808New |
$145K - $205K
|
808
$219K
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
59+ 4.5% |
$10.6K - $14.9K
|
1.37K
$371K
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-624- 15.99% |
$112K - $158K
|
3.28K
$888K
|
|
Aug 04, 2025
Q2 2025
|
Gruss & Co., LLC
|
BUY
|
- |
500+ 50.0% |
$89.9K - $127K
|
1.5K
$406K
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
266+ 21.16% |
$47.8K - $67.4K
|
1.52K
$413K
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.38K- 36.72% |
$248K - $350K
|
2.38K
$645K
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.7K+ 147.69% |
$305K - $430K
|
2.85K
$771K
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-25.6K- 67.72% |
$4.6M - $6.48M
|
12.2K
$3.3M
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-137- 1.23% |
$24.6K - $34.7K
|
11K
$2.97M
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
18.6KNew |
$3.34M - $4.71M
|
18.6K
$5.03M
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
30.8KNew |
$5.53M - $7.79M
|
30.8K
$8.34M
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-266- 10.25% |
$47.8K - $67.4K
|
2.33K
$631K
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
302+ 5.53% |
$54.3K - $76.5K
|
5.76K
$1.56M
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.57K- 18.12% |
$461K - $650K
|
11.6K
$3.14M
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
711+ 14.36% |
$128K - $180K
|
5.66K
$1.53M
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16.6K+ 1149.38% |
$2.97M - $4.19M
|
18K
$4.87M
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.68K+ 3.71% |
$302K - $426K
|
47K
$12.7M
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-273- 5.21% |
$49.1K - $69.1K
|
4.96K
$1.34M
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-14- 1.19% |
$2.52K - $3.55K
|
1.17K
$316K
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-98- 3.51% |
$17.6K - $24.8K
|
2.7K
$730K
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
15.7K+ 2.89% |
$2.82M - $3.98M
|
560K
$152M
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
79+ 7.6% |
$14.2K - $20K
|
1.12K
$303K
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-6.5K- 6.15% |
$1.17M - $1.65M
|
99.2K
$26.9M
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
92+ 0.41% |
$16.5K - $23.3K
|
22.5K
$6.11M
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
24+ 0.86% |
$4.31K - $6.08K
|
2.82K
$763K
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.38K- 11.8% |
$428K - $603K
|
17.8K
$4.83M
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-21.1K- 65.42% |
$3.79M - $5.35M
|
11.2K
$3.02M
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
71+ 0.66% |
$12.8K - $18K
|
10.8K
$2.91M
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
613+ 15.14% |
$110K - $155K
|
4.66K
$1.26M
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.61% |
$180 - $253
|
165
$44.7K
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
218+ 20.62% |
$39.2K - $55.2K
|
1.28K
$345K
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
SELL
|
- |
-129- 0.35% |
$23.2K - $32.7K
|
36.3K
$9.82M
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-253- 4.86% |
$45.5K - $64.1K
|
4.96K
$1.34M
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-7.23K- 17.54% |
$1.3M - $1.83M
|
34K
$9.21M
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
577+ 8.75% |
$104K - $146K
|
7.18K
$1.94M
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.02K+ 6.24% |
$184K - $259K
|
17.4K
$4.72M
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-288- 6.16% |
$51.8K - $72.9K
|
4.39K
$1.19M
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
500+ 16.06% |
$89.9K - $127K
|
3.61K
$979K
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.73K- 40.19% |
$671K - $946K
|
5.56K
$1.51M
|