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 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
569+ 1.7% |
$117K - $138K
|
34.1K
$7.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
2.67K+ 104.17% |
$551K - $647K
|
5.24K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.86K- 13.94% |
$796K - $934K
|
23.8K
$5.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-808- 12.16% |
$167K - $196K
|
5.84K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-7- 26.92% |
$1.44K - $1.7K
|
19
$4.45K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-41- 0.89% |
$8.46K - $9.93K
|
4.55K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
700+ 145.83% |
$144K - $170K
|
1.18K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.2K- 32.1% |
$1.49M - $1.74M
|
15.2K
$3.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23- 1.17% |
$4.75K - $5.57K
|
1.95K
$456K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
502+ 1.62% |
$104K - $122K
|
31.5K
$7.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.9K+ 12.28% |
$598K - $702K
|
26.5K
$6.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-121- 1.24% |
$25K - $29.3K
|
9.66K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.08% |
$413 - $484
|
2.38K
$556K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.89K- 1.49% |
$389K - $457K
|
124K
$29.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-12- 0.62% |
$2.48K - $2.91K
|
1.92K
$448K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-989- 31.87% |
$204K - $240K
|
2.11K
$495K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-262- 4.82% |
$54.1K - $63.5K
|
5.18K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.1K- 13.31% |
$227K - $266K
|
7.17K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4+ 0.12% |
$826 - $969
|
3.48K
$815K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2+ 0.08% |
$413 - $484
|
2.49K
$582K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-587- 1.47% |
$121K - $142K
|
39.2K
$9.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-501- 0.47% |
$103K - $121K
|
106K
$24.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-83- 6.04% |
$17.1K - $20.1K
|
1.29K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-505- 2.06% |
$104K - $122K
|
24K
$5.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.22KNew |
$252K - $296K
|
1.22K
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
106+ 0.82% |
$21.9K - $25.7K
|
13K
$3.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-8- 0.19% |
$1.65K - $1.94K
|
4.26K
$998K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.14K- 4.7% |
$442K - $519K
|
43.4K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
243+ 27.9% |
$50.2K - $58.8K
|
1.11K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.62K+ 305.57% |
$747K - $877K
|
4.81K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.26K- 9.09% |
$1.29M - $1.52M
|
62.6K
$14.7M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.9KNew |
$599K - $703K
|
2.9K
$680K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-81- 0.91% |
$16.7K - $19.6K
|
8.77K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-17K- 23.09% |
$3.51M - $4.12M
|
56.7K
$13.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.42K+ 96.03% |
$499K - $585K
|
4.93K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
61+ 1.65% |
$12.6K - $14.8K
|
3.76K
$881K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41+ 0.16% |
$8.46K - $9.93K
|
25.6K
$5.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.3KNew |
$3.15M - $3.69M
|
15.3K
$3.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-35- 1.57% |
$7.22K - $8.48K
|
2.2K
$515K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-96.1K- 99.55% |
$19.8M - $23.3M
|
435
$102K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.08% |
$206 - $242
|
1.25K
$294K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.04K- 12.22% |
$215K - $252K
|
7.48K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-280- 0.98% |
$57.8K - $67.8K
|
28.4K
$6.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
63+ 0.45% |
$13K - $15.3K
|
14.2K
$3.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.2K+ 5.24% |
$867K - $1.02M
|
84.4K
$19.8M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.97K+ 22.66% |
$1.23M - $1.45M
|
32.3K
$7.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-451- 2.01% |
$93.1K - $109K
|
22K
$5.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
426+ 15.06% |
$87.9K - $103K
|
3.25K
$762K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.01K- 70.37% |
$1.45M - $1.7M
|
2.95K
$691K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
631+ 47.62% |
$130K - $153K
|
1.96K
$458K
|