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 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
157New |
$28.2K - $39.8K
|
157
$42.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
207+ 12.88% |
$37.2K - $52.4K
|
1.81K
$491K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-42.8K- 55.47% |
$7.69M - $10.8M
|
34.3K
$9.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
69.6K+ 14.33% |
$12.5M - $17.6M
|
556K
$150M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-171- 17.74% |
$30.7K - $43.3K
|
793
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
912New |
$164K - $231K
|
912
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.66K+ 310.33% |
$1.38M - $1.94M
|
10.1K
$2.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-258- 0.37% |
$46.4K - $65.3K
|
70.1K
$19M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
156+ 2.49% |
$28K - $39.5K
|
6.42K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
6.18K+ 11.88% |
$1.11M - $1.57M
|
58.2K
$15.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6.59K- 78.29% |
$1.18M - $1.67M
|
1.83K
$495K
|
|
|
Jul 31, 2025
Q2 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
895New |
$161K - $227K
|
895
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
90+ 1.02% |
$16.2K - $22.8K
|
8.9K
$2.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.19K- 2.21% |
$752K - $1.06M
|
185K
$50.1M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-22.4K- 37.67% |
$4.03M - $5.68M
|
37.1K
$10.1M
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.11K+ 38.93% |
$919K - $1.3M
|
18.2K
$4.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-52- 4.07% |
$9.35K - $13.2K
|
1.23K
$332K
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
4.9KNew |
$880K - $1.24M
|
4.9K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.78K- 15.08% |
$319K - $449K
|
10K
$2.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-251- 15.89% |
$45.1K - $63.6K
|
1.33K
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
140+ 1.29% |
$25.2K - $35.5K
|
11K
$2.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-962- 12.86% |
$173K - $244K
|
6.52K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-18- 0.57% |
$3.24K - $4.56K
|
3.16K
$857K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-539- 4.83% |
$96.9K - $136K
|
10.6K
$2.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.3K+ 6.29% |
$594K - $836K
|
55.8K
$15.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-215- 2.7% |
$38.6K - $54.4K
|
7.75K
$2.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
41+ 2.56% |
$7.37K - $10.4K
|
1.64K
$445K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12- 6.0% |
$2.16K - $3.04K
|
188
$50.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-209- 4.53% |
$37.6K - $52.9K
|
4.41K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-27- 0.12% |
$4.85K - $6.84K
|
22.5K
$6.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
366+ 45.98% |
$65.8K - $92.7K
|
1.16K
$315K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-90- 3.75% |
$16.2K - $22.8K
|
2.31K
$627K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 16.67% |
$8.99K - $12.7K
|
250
$67.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-11.1K- 2.29% |
$1.99M - $2.8M
|
473K
$128M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-340- 2.95% |
$61.1K - $86.1K
|
11.2K
$3.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
140+ 4.45% |
$25.2K - $35.5K
|
3.29K
$890K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
196+ 4.63% |
$35.2K - $49.6K
|
4.43K
$1.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.22K- 1.79% |
$579K - $815K
|
177K
$47.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.65K+ 8.68% |
$1.56M - $2.19M
|
108K
$29.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
80+ 2.03% |
$14.4K - $20.3K
|
4.03K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
471K+ 9.31% |
$84.7M - $119M
|
5.53M
$1.5B
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-437- 4.81% |
$78.5K - $111K
|
8.64K
$2.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.43K+ 72.56% |
$437K - $615K
|
5.78K
$1.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
215K+ 202.91% |
$38.7M - $54.5M
|
322K
$87.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
12.7K+ 68.58% |
$2.28M - $3.21M
|
31.1K
$8.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-150- 2.0% |
$27K - $38K
|
7.33K
$1.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.47K+ 4.5% |
$263K - $371K
|
34K
$9.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
753+ 7.71% |
$135K - $191K
|
10.5K
$2.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.02K- 2.81% |
$362K - $511K
|
69.8K
$18.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
175+ 6.99% |
$31.5K - $44.3K
|
2.68K
$726K
|