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 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-3.47K- 27.94% |
$717K - $841K
|
8.96K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
530New |
$109K - $128K
|
530
$124K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.56K+ 116.79% |
$322K - $377K
|
2.89K
$677K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$206 - $242
|
8.2K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-35.9K- 34.32% |
$7.4M - $8.68M
|
68.6K
$16.1M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-25- 0.97% |
$5.16K - $6.05K
|
2.56K
$599K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-124- 9.79% |
$25.6K - $30K
|
1.14K
$267K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.67K+ 8.61% |
$1.79M - $2.1M
|
109K
$25.6M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.42K+ 8.33% |
$499K - $585K
|
31.4K
$7.36M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-291- 0.47% |
$60.1K - $70.5K
|
61.7K
$14.5M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
39+ 2.4% |
$8.05K - $9.45K
|
1.67K
$390K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
21.8K+ 131.36% |
$4.5M - $5.28M
|
38.4K
$8.99M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
18.1K+ 127.46% |
$3.74M - $4.38M
|
32.3K
$7.56M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
27+ 2.03% |
$5.57K - $6.54K
|
1.36K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
74+ 4.47% |
$15.3K - $17.9K
|
1.73K
$405K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
94+ 21.86% |
$19.4K - $22.8K
|
524
$123K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
355+ 1.81% |
$73.3K - $86K
|
20K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
168+ 4.16% |
$34.7K - $40.7K
|
4.21K
$985K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-32- 2.33% |
$6.6K - $7.75K
|
1.34K
$314K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.93K+ 11.41% |
$605K - $710K
|
28.6K
$6.7M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
248+ 8.42% |
$51.2K - $60.1K
|
3.19K
$748K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-629- 6.7% |
$130K - $152K
|
8.76K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-148- 7.37% |
$30.5K - $35.8K
|
1.86K
$436K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
4.67K+ 7.81% |
$964K - $1.13M
|
64.5K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-460- 3.78% |
$94.9K - $111K
|
11.7K
$2.74M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-251- 12.2% |
$51.8K - $60.8K
|
1.81K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-230- 17.48% |
$47.5K - $55.7K
|
1.09K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
36+ 0.1% |
$7.43K - $8.72K
|
36.2K
$8.47M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.49KNew |
$1.96M - $2.3M
|
9.49K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.1% |
$206 - $242
|
978
$229K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5+ 0.18% |
$1.03K - $1.21K
|
2.8K
$657K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-298- 6.06% |
$61.5K - $72.2K
|
4.62K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-479- 2.47% |
$98.9K - $116K
|
19K
$4.44M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.69K+ 32.92% |
$348K - $408K
|
6.8K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
327+ 14.42% |
$67.5K - $79.2K
|
2.59K
$607K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-420- 6.4% |
$86.7K - $102K
|
6.14K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
159+ 5.45% |
$32.8K - $38.5K
|
3.08K
$721K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.59KNew |
$533K - $626K
|
2.59K
$605K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.1K+ 98.9% |
$2.3M - $2.7M
|
22.4K
$5.25M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
785+ 7.88% |
$162K - $190K
|
10.7K
$2.52M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-28- 39.44% |
$5.78K - $6.78K
|
43
$10.1K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.93K- 9.06% |
$2.05M - $2.4M
|
99.7K
$23.4M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-150- 1.13% |
$31K - $36.3K
|
13.1K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
14+ 1.3% |
$2.89K - $3.39K
|
1.09K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
246+ 2.87% |
$50.8K - $59.6K
|
8.81K
$2.06M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.99K+ 4.34% |
$410K - $482K
|
47.8K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.04K+ 27.96% |
$627K - $736K
|
13.9K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
11.9KNew |
$2.46M - $2.88M
|
11.9K
$2.79M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
12.9K+ 1.97% |
$2.66M - $3.12M
|
667K
$156M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-250- 12.82% |
$51.6K - $60.5K
|
1.7K
$398K
|