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
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
957New |
$172K - $242K
|
957
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-137- 0.78% |
$24.6K - $34.7K
|
17.4K
$4.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-505- 11.32% |
$90.8K - $128K
|
3.96K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-19- 1.71% |
$3.41K - $4.81K
|
1.1K
$297K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
699+ 1.38% |
$126K - $177K
|
51.3K
$13.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
299+ 4.78% |
$53.7K - $75.7K
|
6.56K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
231+ 2.3% |
$41.5K - $58.5K
|
10.3K
$2.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
804New |
$145K - $204K
|
804
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4.57K+ 3.67% |
$821K - $1.16M
|
129K
$35M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.19K- 3.91% |
$393K - $554K
|
53.7K
$14.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-92- 1.32% |
$16.5K - $23.3K
|
6.9K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
616+ 21.17% |
$111K - $156K
|
3.53K
$955K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.22K- 0.92% |
$219K - $309K
|
132K
$35.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100New |
$18K - $25.3K
|
100
$27.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.27K- 7.65% |
$767K - $1.08M
|
51.5K
$14M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
1.87KNew |
$336K - $474K
|
1.87K
$507K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.24K- 5.45% |
$403K - $568K
|
38.9K
$10.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-302- 9.06% |
$54.3K - $76.5K
|
3.03K
$821K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-190- 7.22% |
$34.1K - $48.1K
|
2.44K
$661K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
100+ 2.22% |
$18K - $25.3K
|
4.61K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.17K- 8.44% |
$569K - $802K
|
34.4K
$9.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-582- 4.87% |
$105K - $147K
|
11.4K
$3.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-1.55K- 3.9% |
$278K - $392K
|
38.1K
$10.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21.3K- 14.43% |
$3.83M - $5.39M
|
126K
$34.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-319- 2.64% |
$57.3K - $80.8K
|
11.8K
$3.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.13K- 13.65% |
$203K - $286K
|
7.14K
$1.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.5K- 32.25% |
$270K - $380K
|
3.15K
$854K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-90- 4.53% |
$16.2K - $22.8K
|
1.9K
$514K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.53K+ 7.85% |
$275K - $387K
|
21K
$5.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
18.8K+ 1396.0% |
$3.38M - $4.77M
|
20.2K
$5.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
8.39K+ 172.67% |
$1.51M - $2.12M
|
13.2K
$3.59M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
24.3K+ 4.1% |
$4.37M - $6.16M
|
617K
$167M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-499- 9.09% |
$89.7K - $126K
|
4.99K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.65K+ 70.63% |
$656K - $924K
|
8.82K
$2.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.81KNew |
$864K - $1.22M
|
4.81K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-259- 12.06% |
$46.6K - $65.6K
|
1.89K
$512K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-162- 4.09% |
$29.1K - $41K
|
3.8K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
836New |
$150K - $212K
|
836
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.94K+ 22.81% |
$888K - $1.25M
|
26.6K
$7.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-283- 5.29% |
$50.9K - $71.7K
|
5.07K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
15.5K+ 14.15% |
$2.79M - $3.92M
|
125K
$33.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
307KNew |
$55.2M - $77.7M
|
307K
$83.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-535K- 90.11% |
$96.2M - $135M
|
58.7K
$15.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
297+ 0.47% |
$53.4K - $75.2K
|
62.9K
$17M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-521- 1.4% |
$93.6K - $132K
|
36.8K
$9.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-101- 0.38% |
$18.2K - $25.6K
|
26.6K
$7.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-125- 9.78% |
$22.5K - $31.7K
|
1.15K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-361- 20.0% |
$64.9K - $91.4K
|
1.44K
$391K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
65+ 4.58% |
$11.7K - $16.5K
|
1.48K
$402K
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
3KNew |
$539K - $759K
|
3K
$812K
|