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 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.79K+ 4.13% |
$575K - $674K
|
70.2K
$16.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-191- 1.72% |
$39.4K - $46.3K
|
10.9K
$2.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
96+ 1.77% |
$19.8K - $23.2K
|
5.51K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.68K- 12.48% |
$1.17M - $1.38M
|
39.8K
$9.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
343+ 35.11% |
$70.8K - $83.1K
|
1.32K
$309K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
666+ 0.84% |
$137K - $161K
|
79.7K
$18.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
217+ 9.85% |
$44.8K - $52.6K
|
2.42K
$566K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5New |
$1.03K - $1.21K
|
5
$1.17K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.83K+ 56.99% |
$585K - $686K
|
7.8K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
14.9K+ 1069.24% |
$3.08M - $3.62M
|
16.3K
$3.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.24K- 49.99% |
$1.7M - $2M
|
8.24K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.35K+ 1.39% |
$278K - $326K
|
98.2K
$23M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-112- 1.5% |
$23.1K - $27.1K
|
7.37K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
209+ 0.96% |
$43.1K - $50.6K
|
21.9K
$5.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
151+ 4.32% |
$31.2K - $36.6K
|
3.65K
$854K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$206 - $242
|
1.55K
$363K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-21.1K- 1.07% |
$4.36M - $5.12M
|
1.95M
$456M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
165+ 0.99% |
$34.1K - $40K
|
16.9K
$3.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-13- 1.13% |
$2.68K - $3.15K
|
1.14K
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.08K- 56.13% |
$1.25M - $1.47M
|
4.75K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-720- 29.68% |
$149K - $174K
|
1.71K
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-214- 1.97% |
$44.2K - $51.8K
|
10.7K
$2.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.19K+ 4.37% |
$451K - $530K
|
52.3K
$12.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
969+ 32.9% |
$200K - $235K
|
3.91K
$917K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
77.1KNew |
$15.9M - $18.7M
|
77.1K
$18.1M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-910- 4.19% |
$188K - $220K
|
20.8K
$4.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-27.2K- 91.43% |
$5.61M - $6.59M
|
2.55K
$597K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
170+ 0.75% |
$35.1K - $41.2K
|
22.9K
$5.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
119+ 1.2% |
$24.6K - $28.8K
|
10K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.92KNew |
$1.22M - $1.43M
|
5.92K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-16.9K- 29.14% |
$3.49M - $4.1M
|
41.2K
$9.64M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113+ 0.77% |
$23.3K - $27.4K
|
14.9K
$3.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-809- 1.8% |
$167K - $196K
|
44.1K
$10.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-3- 0.12% |
$619 - $727
|
2.6K
$610K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
3.04KNew |
$627K - $736K
|
3.04K
$711K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.76KNew |
$363K - $426K
|
1.76K
$412K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.4K+ 175.89% |
$2.55M - $3M
|
19.4K
$4.54M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-80- 0.56% |
$16.5K - $19.4K
|
14.2K
$3.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-242- 6.47% |
$49.9K - $58.6K
|
3.5K
$819K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
193+ 10.85% |
$39.8K - $46.7K
|
1.97K
$462K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-160- 1.6% |
$33K - $38.7K
|
9.82K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-3.16K- 51.17% |
$652K - $765K
|
3.02K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-3.81K- 62.03% |
$786K - $923K
|
2.33K
$546K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-175- 10.31% |
$36.1K - $42.4K
|
1.52K
$356K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-48- 2.63% |
$9.91K - $11.6K
|
1.78K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
430+ 0.73% |
$88.7K - $104K
|
59.6K
$13.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15+ 1.05% |
$3.1K - $3.63K
|
1.44K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-307- 8.15% |
$63.4K - $74.3K
|
3.46K
$810K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-33- 0.12% |
$6.81K - $7.99K
|
27.3K
$6.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.16K+ 17.49% |
$239K - $280K
|
7.77K
$1.82M
|