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 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-107- 2.32% |
$19.2K - $27.1K
|
4.51K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
22+ 0.07% |
$3.95K - $5.57K
|
30.2K
$8.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-698- 3.79% |
$125K - $177K
|
17.7K
$4.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.82K+ 107.57% |
$506K - $713K
|
5.43K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
19.8K+ 25.09% |
$3.56M - $5.01M
|
98.6K
$26.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24K+ 32.46% |
$4.32M - $6.09M
|
98.1K
$26.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.15K- 2.68% |
$207K - $291K
|
41.8K
$11.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
35+ 0.45% |
$6.29K - $8.86K
|
7.76K
$2.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-506- 38.36% |
$90.9K - $128K
|
813
$220K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
200+ 14.57% |
$35.9K - $50.6K
|
1.57K
$426K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-27- 10.15% |
$4.85K - $6.84K
|
239
$64.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
148+ 3.66% |
$26.6K - $37.5K
|
4.19K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
103+ 1.19% |
$18.5K - $26.1K
|
8.78K
$2.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-14- 3.56% |
$2.52K - $3.55K
|
379
$103K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-34- 51.52% |
$6.11K - $8.61K
|
32
$8.67K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-40- 2.35% |
$7.19K - $10.1K
|
1.67K
$451K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
98.7K+ 22678.62% |
$17.7M - $25M
|
99.1K
$26.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-76.4K- 69.81% |
$13.7M - $19.3M
|
33K
$8.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 9.09% |
$18K - $25.3K
|
1K
$271K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-22- 1.45% |
$3.95K - $5.57K
|
1.5K
$406K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 1.09% |
$359 - $506
|
186
$50.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43K- 40.7% |
$7.73M - $10.9M
|
62.7K
$17M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-96- 8.3% |
$17.3K - $24.3K
|
1.06K
$287K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-70- 1.33% |
$12.6K - $17.7K
|
5.21K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
494+ 10.65% |
$88.8K - $125K
|
5.13K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.19K+ 205.94% |
$393K - $553K
|
3.25K
$879K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-724- 7.71% |
$130K - $183K
|
8.66K
$2.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 50.56% |
$437K - $615K
|
7.24K
$1.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
61+ 0.51% |
$11K - $15.4K
|
12.1K
$3.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
371+ 1.14% |
$66.7K - $93.9K
|
33K
$8.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-470- 22.32% |
$84.5K - $119K
|
1.64K
$443K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
349+ 2.55% |
$62.7K - $88.4K
|
14K
$3.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
9+ 0.17% |
$1.62K - $2.28K
|
5.39K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 5.35% |
$206K - $290K
|
20.3K
$5.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
318+ 0.97% |
$57.2K - $80.5K
|
32.9K
$8.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
93+ 22.36% |
$16.7K - $23.6K
|
509
$138K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
198New |
$35.6K - $50.1K
|
198
$53.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-857- 48.09% |
$154K - $217K
|
925
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-2.69K- 59.29% |
$483K - $680K
|
1.85K
$500K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
125New |
$22.5K - $31.7K
|
125
$33.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
369+ 2.22% |
$66.3K - $93.4K
|
17K
$4.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
455+ 4.51% |
$81.8K - $115K
|
10.5K
$2.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
98+ 0.17% |
$17.6K - $24.8K
|
59.2K
$16M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4.4K- 98.55% |
$792K - $1.12M
|
65
$17.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.95K- 2.34% |
$889K - $1.25M
|
206K
$55.9M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
17+ 0.25% |
$3.06K - $4.3K
|
6.94K
$1.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
262+ 5.05% |
$47.1K - $66.3K
|
5.45K
$1.48M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-337- 4.21% |
$60.6K - $85.3K
|
7.66K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-4- 0.25% |
$719 - $1.01K
|
1.58K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
382New |
$68.7K - $96.7K
|
382
$103K
|