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 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
11.7K+ 17.91% |
$2.41M - $2.83M
|
77K
$18M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15- 5.45% |
$3.1K - $3.63K
|
260
$60.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8- 0.69% |
$1.65K - $1.94K
|
1.14K
$268K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-12.1K- 2.93% |
$2.51M - $2.94M
|
403K
$94.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.92K+ 49.65% |
$396K - $464K
|
5.78K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
2.75K+ 2.57% |
$567K - $665K
|
110K
$25.6M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
16K+ 2.78% |
$3.31M - $3.89M
|
593K
$139M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-514K- 10.01% |
$106M - $124M
|
4.62M
$1.08B
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7.86K+ 62.78% |
$1.62M - $1.9M
|
20.4K
$4.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 28.67% |
$337K - $395K
|
4.06K
$950K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
452New |
$93.3K - $109K
|
452
$106K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
57+ 407.14% |
$11.8K - $13.8K
|
71
$16.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
148+ 1.07% |
$30.5K - $35.8K
|
14K
$3.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-103- 1.1% |
$21.3K - $24.9K
|
9.27K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-58- 3.06% |
$12K - $14K
|
1.84K
$431K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-22.8K- 78.47% |
$4.71M - $5.52M
|
6.26K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
78New |
$16.1K - $18.9K
|
78
$18.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-550- 13.21% |
$114K - $133K
|
3.61K
$846K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
942New |
$194K - $228K
|
942
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-496- 0.95% |
$102K - $120K
|
51.6K
$12.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 0.73% |
$619 - $727
|
416
$97.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.16K+ 49.36% |
$240K - $282K
|
3.52K
$824K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
14.8K+ 318.25% |
$3.05M - $3.58M
|
19.4K
$4.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.64K+ 150.26% |
$545K - $639K
|
4.4K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-815- 2.2% |
$168K - $197K
|
36.3K
$8.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
22+ 1.98% |
$4.54K - $5.33K
|
1.13K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.14K+ 47.32% |
$441K - $518K
|
6.66K
$1.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
13.7K+ 6.66% |
$2.84M - $3.33M
|
220K
$51.5M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-650- 1.85% |
$134K - $157K
|
34.4K
$8.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-240- 16.24% |
$49.5K - $58.1K
|
1.24K
$290K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-28- 0.69% |
$5.78K - $6.78K
|
4.01K
$939K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-34- 14.29% |
$7.02K - $8.23K
|
204
$47.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-234- 13.4% |
$48.3K - $56.7K
|
1.51K
$354K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-100- 6.08% |
$20.6K - $24.2K
|
1.54K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-34- 0.92% |
$7.02K - $8.23K
|
3.65K
$855K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$206 - $242
|
1.21K
$282K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-2.9K- 52.56% |
$598K - $702K
|
2.62K
$613K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
75+ 3.16% |
$15.5K - $18.2K
|
2.45K
$574K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
517+ 0.84% |
$107K - $125K
|
62.3K
$14.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-52- 0.17% |
$10.7K - $12.6K
|
30K
$7.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
861+ 0.83% |
$178K - $209K
|
105K
$24.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-91- 0.2% |
$18.8K - $22K
|
45.3K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
33+ 0.19% |
$6.81K - $7.99K
|
17.8K
$4.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-286- 0.58% |
$59K - $69.3K
|
49.4K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-31.9K- 31.21% |
$6.58M - $7.72M
|
70.3K
$16.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2+ 0.2% |
$413 - $484
|
1.02K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.06K+ 7.1% |
$218K - $256K
|
16K
$3.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-280- 0.52% |
$57.8K - $67.8K
|
53.9K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.98K+ 124.95% |
$408K - $479K
|
3.56K
$834K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-81- 3.22% |
$16.7K - $19.6K
|
2.44K
$570K
|