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 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.8KNew |
$1.2M - $1.4M
|
5.8K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
994New |
$205K - $241K
|
994
$233K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-9.61K- 54.67% |
$1.98M - $2.33M
|
7.97K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.18K- 13.51% |
$244K - $287K
|
7.58K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
23+ 1.57% |
$4.75K - $5.57K
|
1.49K
$349K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
451+ 13.65% |
$93.1K - $109K
|
3.75K
$879K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-382- 3.26% |
$78.8K - $92.5K
|
11.3K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-5.79K- 12.32% |
$1.2M - $1.4M
|
41.2K
$9.65M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.14K- 12.05% |
$441K - $518K
|
15.6K
$3.65M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
34+ 1.59% |
$7.02K - $8.23K
|
2.17K
$508K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-236- 1.08% |
$48.7K - $57.2K
|
21.6K
$5.06M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-36- 0.79% |
$7.43K - $8.72K
|
4.55K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-11.5K- 5.97% |
$2.37M - $2.78M
|
181K
$42.3M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-85- 0.88% |
$17.5K - $20.6K
|
9.55K
$2.24M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10+ 0.81% |
$2.06K - $2.42K
|
1.24K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8.7KNew |
$1.8M - $2.11M
|
8.7K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-403- 12.11% |
$83.2K - $97.6K
|
2.92K
$685K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.57KNew |
$323K - $379K
|
1.57K
$367K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-6- 2.34% |
$1.24K - $1.45K
|
250
$58.5K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.59K+ 1.21% |
$535K - $627K
|
217K
$50.9M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-457- 0.39% |
$94.3K - $111K
|
117K
$27.3M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.25K- 0.87% |
$258K - $303K
|
142K
$33.3M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.81K- 27.71% |
$580K - $681K
|
7.33K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-425- 16.97% |
$87.7K - $103K
|
2.08K
$487K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
118+ 4.97% |
$24.4K - $28.6K
|
2.49K
$584K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.36K+ 14.57% |
$486K - $570K
|
18.5K
$4.34M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.17K+ 20.13% |
$240K - $282K
|
6.95K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
1.08KNew |
$224K - $262K
|
1.08K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-10.8K- 5.68% |
$2.23M - $2.62M
|
180K
$42.1M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
3.88K+ 23.39% |
$800K - $939K
|
20.5K
$4.79M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-771- 26.57% |
$159K - $187K
|
2.13K
$499K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-64- 26.23% |
$13.2K - $15.5K
|
180
$42.1K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.39K+ 6.01% |
$700K - $821K
|
59.8K
$14M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-212- 1.35% |
$43.8K - $51.3K
|
15.5K
$3.62M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
155+ 0.8% |
$32K - $37.5K
|
19.5K
$4.56M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.37K+ 7.89% |
$282K - $331K
|
18.7K
$4.38M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-342- 16.55% |
$70.6K - $82.8K
|
1.72K
$404K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-84- 6.2% |
$17.3K - $20.3K
|
1.27K
$298K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-85- 4.98% |
$17.5K - $20.6K
|
1.62K
$380K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
46+ 1.82% |
$9.49K - $11.1K
|
2.58K
$603K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
625+ 2.82% |
$129K - $151K
|
22.8K
$5.34M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-560- 34.72% |
$116K - $136K
|
1.05K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.34KNew |
$277K - $325K
|
1.34K
$314K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-602- 1.65% |
$124K - $146K
|
35.8K
$8.39M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.23K- 19.95% |
$666K - $782K
|
13K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
8.17K+ 15.9% |
$1.69M - $1.98M
|
59.5K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
30+ 2.44% |
$6.19K - $7.27K
|
1.26K
$295K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
2.16KNew |
$446K - $523K
|
2.16K
$506K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
359+ 5.41% |
$74.1K - $86.9K
|
6.99K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.1K+ 4.32% |
$433K - $508K
|
50.6K
$11.9M
|