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 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
4+ 0.02% |
$719 - $1.01K
|
24.1K
$6.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
38.1K+ 117.96% |
$6.85M - $9.65M
|
70.4K
$19.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
94+ 2.83% |
$16.9K - $23.8K
|
3.41K
$924K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.08KNew |
$194K - $273K
|
1.08K
$292K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
24.8KNew |
$4.45M - $6.27M
|
24.8K
$6.71M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-136- 0.76% |
$24.4K - $34.4K
|
17.9K
$4.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
818+ 50.21% |
$147K - $207K
|
2.45K
$663K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
57+ 2.7% |
$10.2K - $14.4K
|
2.17K
$588K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-124- 11.04% |
$22.3K - $31.4K
|
999
$271K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
911New |
$164K - $231K
|
911
$247K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-58- 3.12% |
$10.4K - $14.7K
|
1.8K
$488K
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
1.68KNew |
$301K - $424K
|
1.68K
$454K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-996- 7.36% |
$179K - $252K
|
12.5K
$3.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
11+ 0.28% |
$1.98K - $2.79K
|
3.97K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
285+ 11.12% |
$51.2K - $72.2K
|
2.85K
$771K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.57K+ 22.08% |
$1.18M - $1.66M
|
36.3K
$9.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.64K- 1.12% |
$295K - $416K
|
145K
$39.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-247- 4.71% |
$44.4K - $62.5K
|
5K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-290- 0.25% |
$52.1K - $73.4K
|
114K
$31M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-16- 1.15% |
$2.88K - $4.05K
|
1.38K
$374K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.73K- 7.23% |
$669K - $943K
|
47.8K
$13M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
88.2K+ 18.0% |
$15.9M - $22.3M
|
578K
$157M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-14.4K- 79.25% |
$2.58M - $3.64M
|
3.77K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.3K- 49.64% |
$234K - $330K
|
1.32K
$358K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-273- 2.54% |
$49.1K - $69.1K
|
10.5K
$2.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.18K+ 15.52% |
$1.11M - $1.57M
|
46K
$12.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
915New |
$164K - $232K
|
915
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
550+ 55.0% |
$98.9K - $139K
|
1.55K
$420K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
975+ 97.5% |
$175K - $247K
|
1.98K
$535K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
544+ 20.92% |
$97.8K - $138K
|
3.15K
$852K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6+ 0.16% |
$1.08K - $1.52K
|
3.76K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-475- 33.57% |
$85.4K - $120K
|
940
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
145+ 1.81% |
$26.1K - $36.7K
|
8.15K
$2.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-142- 4.16% |
$25.5K - $36K
|
3.27K
$885K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
335+ 2.61% |
$60.2K - $84.8K
|
13.2K
$3.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-36K- 75.83% |
$6.46M - $9.1M
|
11.5K
$3.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.06% |
$180 - $253
|
1.58K
$429K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
3+ 0.11% |
$539 - $760
|
2.65K
$718K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-80- 1.46% |
$14.4K - $20.3K
|
5.41K
$1.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
954New |
$171K - $242K
|
954
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-123- 49.2% |
$22.1K - $31.1K
|
127
$34.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-639- 35.92% |
$115K - $162K
|
1.14K
$309K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.21K+ 30.28% |
$217K - $305K
|
5.19K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-293- 2.08% |
$52.7K - $74.2K
|
13.8K
$3.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-17- 0.18% |
$3.06K - $4.3K
|
9.53K
$2.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74.1K- 49.49% |
$13.3M - $18.8M
|
75.6K
$20.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.7K- 30.66% |
$1.93M - $2.71M
|
24.2K
$6.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
903+ 23.29% |
$162K - $229K
|
4.78K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
1.25KNew |
$225K - $317K
|
1.25K
$339K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
350+ 7.52% |
$62.9K - $88.6K
|
5.01K
$1.36M
|