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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-585- 10.39% |
$121K - $142K
|
5.05K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
75+ 0.83% |
$15.5K - $18.2K
|
9.14K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-526- 1.7% |
$109K - $127K
|
30.4K
$7.12M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
953+ 18.87% |
$197K - $231K
|
6K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.68K- 50.87% |
$552K - $648K
|
2.59K
$605K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-235- 7.94% |
$48.5K - $56.9K
|
2.72K
$638K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-102- 13.16% |
$21.1K - $24.7K
|
673
$158K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-110- 66.67% |
$22.7K - $26.6K
|
55
$12.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
19.1K+ 17.23% |
$3.94M - $4.63M
|
130K
$30.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
4.25KNew |
$878K - $1.03M
|
4.25K
$996K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
725+ 6.5% |
$150K - $176K
|
11.9K
$2.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 0.36% |
$2.06K - $2.42K
|
2.74K
$642K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-362K- 6.68% |
$74.8M - $87.8M
|
5.06M
$1.19B
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-150- 1.42% |
$31K - $36.3K
|
10.4K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
155+ 1.12% |
$32K - $37.5K
|
14K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-157- 2.31% |
$32.4K - $38K
|
6.63K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-199- 2.15% |
$41.1K - $48.2K
|
9.08K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.43K- 11.8% |
$296K - $347K
|
10.7K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-348- 0.42% |
$71.8K - $84.3K
|
82.9K
$19.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-29- 17.06% |
$5.99K - $7.02K
|
141
$33K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.7K+ 31.67% |
$2.4M - $2.82M
|
48.5K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-139- 99.29% |
$28.7K - $33.7K
|
1
$234
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-8.4K- 17.14% |
$1.73M - $2.03M
|
40.6K
$9.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
196New |
$40.5K - $47.5K
|
196
$45.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-55- 4.91% |
$11.4K - $13.3K
|
1.07K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
14+ 0.38% |
$2.89K - $3.39K
|
3.69K
$864K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-465- 6.92% |
$96K - $113K
|
6.26K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-57- 0.54% |
$11.8K - $13.8K
|
10.6K
$2.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.16K- 2.28% |
$445K - $522K
|
92.4K
$21.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.1K+ 11.82% |
$434K - $509K
|
19.9K
$4.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.22K- 25.01% |
$871K - $1.02M
|
12.7K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
157+ 4.58% |
$32.4K - $38K
|
3.59K
$840K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-947- 2.78% |
$195K - $229K
|
33.1K
$7.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.49KNew |
$720K - $845K
|
3.49K
$817K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.04K+ 13.49% |
$215K - $253K
|
8.78K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-42- 1.09% |
$8.67K - $10.2K
|
3.82K
$895K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.37K+ 100.0% |
$283K - $332K
|
2.74K
$641K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
85+ 1.22% |
$17.5K - $20.6K
|
7.08K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37+ 0.2% |
$7.64K - $8.96K
|
18.5K
$4.32M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.18KNew |
$243K - $285K
|
1.18K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.47K- 4.74% |
$715K - $839K
|
69.6K
$16.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.36K+ 0.91% |
$280K - $329K
|
150K
$35.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.01K+ 2.83% |
$414K - $486K
|
72.9K
$17.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-4- 0.13% |
$826 - $969
|
3.04K
$711K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
5.46KNew |
$1.13M - $1.32M
|
5.46K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.94K- 20.81% |
$813K - $954K
|
15K
$3.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-99- 0.81% |
$20.4K - $24K
|
12.1K
$2.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-898- 2.76% |
$185K - $217K
|
31.6K
$7.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-1- 0.46% |
$206 - $242
|
217
$50.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
905+ 47.18% |
$187K - $219K
|
2.82K
$661K
|