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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
284K+ 169.99% |
$51.1M - $72M
|
452K
$122M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
396New |
$71.2K - $100K
|
396
$107K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.34K+ 6.53% |
$420K - $592K
|
38.2K
$10.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-114- 0.6% |
$20.5K - $28.9K
|
18.8K
$5.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-247- 2.29% |
$44.4K - $62.5K
|
10.5K
$2.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.6K+ 76.12% |
$1.9M - $2.68M
|
24.5K
$6.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.51K- 4.76% |
$270K - $381K
|
30.1K
$8.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-235- 1.57% |
$42.2K - $59.5K
|
14.7K
$3.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
321+ 1.67% |
$57.7K - $81.3K
|
19.5K
$5.29M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
969+ 4.66% |
$174K - $245K
|
21.8K
$5.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.08K- 34.49% |
$1.09M - $1.54M
|
11.5K
$3.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-43K- 75.88% |
$7.74M - $10.9M
|
13.7K
$3.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
705+ 3.19% |
$127K - $179K
|
22.8K
$6.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
14+ 0.37% |
$2.52K - $3.55K
|
3.84K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
158+ 11.03% |
$28.4K - $40K
|
1.59K
$431K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-127- 0.29% |
$22.8K - $32.2K
|
43.3K
$11.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-598- 1.99% |
$107K - $151K
|
29.4K
$7.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 0.57% |
$180 - $253
|
176
$47.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-171- 4.4% |
$30.7K - $43.3K
|
3.71K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.2K+ 49.06% |
$2.02M - $2.84M
|
34.1K
$9.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-384- 9.27% |
$69K - $97.2K
|
3.76K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
112+ 13.04% |
$20.1K - $28.4K
|
971
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-294- 3.11% |
$52.8K - $74.4K
|
9.17K
$2.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.17% |
$539 - $760
|
1.81K
$491K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-64- 0.4% |
$11.5K - $16.2K
|
16.1K
$4.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.73KNew |
$491K - $691K
|
2.73K
$740K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-18- 0.17% |
$3.24K - $4.56K
|
10.6K
$2.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.29K+ 17.62% |
$232K - $327K
|
8.62K
$2.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.43K- 2.99% |
$257K - $362K
|
46.4K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
265+ 16.03% |
$47.6K - $67.1K
|
1.92K
$520K
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-55.5K- 60.04% |
$9.98M - $14.1M
|
36.9K
$10M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-151- 6.41% |
$27.1K - $38.2K
|
2.21K
$597K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.95KNew |
$350K - $493K
|
1.95K
$527K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-14K- 28.37% |
$2.51M - $3.54M
|
35.3K
$9.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.12K- 37.73% |
$740K - $1.04M
|
6.79K
$1.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.04% |
$539 - $760
|
7.7K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
26+ 0.31% |
$4.67K - $6.58K
|
8.5K
$2.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
190+ 1.67% |
$34.1K - $48.1K
|
11.6K
$3.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.04K- 8.4% |
$546K - $769K
|
33.1K
$8.97M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
244+ 7.79% |
$43.9K - $61.8K
|
3.38K
$914K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.21K+ 3.6% |
$1.12M - $1.57M
|
179K
$48.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
6.23KNew |
$1.12M - $1.58M
|
6.23K
$1.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-99- 13.69% |
$17.8K - $25.1K
|
624
$169K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-859- 30.43% |
$154K - $218K
|
1.96K
$532K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.79K+ 31.8% |
$502K - $707K
|
11.6K
$3.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.59K+ 314.9% |
$824K - $1.16M
|
6.04K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.37% |
$180 - $253
|
273
$74K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
950New |
$171K - $241K
|
950
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-4.93K- 73.61% |
$886K - $1.25M
|
1.77K
$478K
|
|
|
Jul 29, 2025
Q2 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-400- 7.5% |
$71.9K - $101K
|
4.93K
$1.34M
|