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 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-487- 8.85% |
$87.5K - $123K
|
5.01K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
282+ 2.92% |
$50.7K - $71.4K
|
9.95K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-96- 2.92% |
$17.3K - $24.3K
|
3.19K
$864K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1+ 0.08% |
$180 - $253
|
1.29K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.24% |
$11.9K - $16.7K
|
27.7K
$7.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.42K- 7.35% |
$1.33M - $1.88M
|
93.6K
$25.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$180 - $253
|
1.21K
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
373+ 6.33% |
$67K - $94.5K
|
6.27K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.84KNew |
$331K - $467K
|
1.84K
$500K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.53K+ 622.76% |
$275K - $388K
|
1.78K
$482K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-193- 6.35% |
$34.7K - $48.9K
|
2.84K
$770K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
88+ 5.53% |
$15.8K - $22.3K
|
1.68K
$455K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
960New |
$173K - $243K
|
960
$260K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-56- 0.47% |
$10.1K - $14.2K
|
11.8K
$3.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.32KNew |
$237K - $334K
|
1.32K
$357K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
30+ 0.09% |
$5.39K - $7.6K
|
34.1K
$9.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2.49K- 40.06% |
$447K - $630K
|
3.72K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.11K+ 43.37% |
$199K - $280K
|
3.65K
$990K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-94- 3.05% |
$16.9K - $23.8K
|
2.99K
$810K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-61- 0.92% |
$11K - $15.4K
|
6.57K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25- 0.18% |
$4.49K - $6.33K
|
14K
$3.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
31+ 0.95% |
$5.57K - $7.85K
|
3.29K
$890K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-840- 5.65% |
$151K - $213K
|
14K
$3.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
SELL
|
- |
-430- 3.85% |
$77.3K - $109K
|
10.7K
$2.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-35- 0.57% |
$6.29K - $8.86K
|
6.12K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
23.7KNew |
$4.26M - $6M
|
23.7K
$6.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
886New |
$159K - $224K
|
886
$240K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-158- 1.06% |
$28.4K - $40K
|
14.7K
$3.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
22.4K+ 28.37% |
$4.02M - $5.66M
|
101K
$27.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-263- 9.12% |
$47.3K - $66.6K
|
2.62K
$710K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.4K+ 68.92% |
$251K - $354K
|
3.42K
$927K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
663+ 1.85% |
$119K - $168K
|
36.5K
$9.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
142+ 2.43% |
$25.5K - $36K
|
5.98K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
7.02K+ 76.87% |
$1.26M - $1.78M
|
16.2K
$4.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-15- 1.44% |
$2.7K - $3.8K
|
1.02K
$277K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
18+ 0.12% |
$3.24K - $4.56K
|
14.9K
$4.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 0.16% |
$1.08K - $1.52K
|
3.85K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-380- 7.64% |
$68.3K - $96.2K
|
4.59K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-50- 2.94% |
$8.99K - $12.7K
|
1.65K
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
126+ 2.55% |
$22.6K - $31.9K
|
5.06K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
120+ 0.05% |
$21.6K - $30.4K
|
220K
$59.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
31+ 1.18% |
$5.57K - $7.85K
|
2.65K
$718K
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-48.5K- 8.26% |
$8.72M - $12.3M
|
539K
$146M
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-13.8K- 17.94% |
$2.48M - $3.5M
|
63.2K
$17.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
2+ 0.15% |
$359 - $506
|
1.3K
$351K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
448+ 2.81% |
$80.5K - $113K
|
16.4K
$4.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
925+ 7.31% |
$166K - $234K
|
13.6K
$3.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.26K+ 3.73% |
$226K - $319K
|
34.9K
$9.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.8KNew |
$503K - $709K
|
2.8K
$758K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
955+ 5.5% |
$172K - $242K
|
18.3K
$4.96M
|