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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-40- 3.73% |
$8.81K - $9.66K
|
1.03K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
31.9K+ 27.25% |
$7.03M - $7.7M
|
149K
$35M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
26+ 3.83% |
$5.73K - $6.28K
|
705
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-61.7K- 51.05% |
$13.6M - $14.9M
|
59.1K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-198- 15.09% |
$43.6K - $47.8K
|
1.11K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-129- 3.34% |
$28.4K - $31.1K
|
3.73K
$877K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.83K- 5.56% |
$403K - $442K
|
31.1K
$7.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.68K+ 252.31% |
$590K - $646K
|
3.74K
$878K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.24KNew |
$493K - $541K
|
2.24K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.89KNew |
$416K - $456K
|
1.89K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23.1K+ 167.67% |
$5.08M - $5.57M
|
36.8K
$8.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
537+ 196.7% |
$118K - $130K
|
810
$190K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
41+ 0.17% |
$9.03K - $9.9K
|
24K
$5.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-340- 6.73% |
$74.9K - $82.1K
|
4.71K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.74K+ 64.8% |
$603K - $661K
|
6.96K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-603- 1.63% |
$133K - $146K
|
36.4K
$8.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
113+ 2.19% |
$24.9K - $27.3K
|
5.26K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$2.86K - $3.14K
|
13
$3.05K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-287- 2.16% |
$63.2K - $69.3K
|
13K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
40+ 2.4% |
$8.81K - $9.66K
|
1.71K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-471- 2.43% |
$104K - $114K
|
18.9K
$4.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.23K- 5.86% |
$270K - $296K
|
19.7K
$4.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-58- 5.0% |
$12.8K - $14K
|
1.1K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 4.86% |
$21.6K - $23.7K
|
1.92K
$450K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-10- 0.19% |
$2.2K - $2.41K
|
5.34K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
399+ 14.47% |
$87.9K - $96.3K
|
3.16K
$741K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
33+ 1.88% |
$7.27K - $7.97K
|
1.79K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
470+ 21.31% |
$104K - $113K
|
2.68K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-96- 2.45% |
$21.1K - $23.2K
|
3.83K
$899K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-100- 6.79% |
$22K - $24.1K
|
1.37K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.48K+ 4.7% |
$546K - $598K
|
55.2K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.16% |
$220 - $241
|
640
$150K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-100- 1.94% |
$22K - $24.1K
|
5.07K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
244New |
$53.7K - $58.9K
|
244
$57.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
422+ 12.32% |
$92.9K - $102K
|
3.85K
$903K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
196+ 2.94% |
$43.2K - $47.3K
|
6.87K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
600+ 4.39% |
$132K - $145K
|
14.3K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
208+ 0.97% |
$45.8K - $50.2K
|
21.7K
$5.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
756+ 13.19% |
$167K - $183K
|
6.49K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1+ 0.04% |
$220 - $241
|
2.52K
$591K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-131- 1.75% |
$28.9K - $31.6K
|
7.36K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
986New |
$217K - $238K
|
986
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
265+ 12.98% |
$58.4K - $64K
|
2.31K
$542K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-705- 2.65% |
$155K - $170K
|
25.9K
$6.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
101+ 3.0% |
$22.2K - $24.4K
|
3.47K
$814K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
95+ 4.2% |
$20.9K - $22.9K
|
2.36K
$553K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.05% |
$220 - $241
|
1.93K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-58- 2.23% |
$12.8K - $14K
|
2.55K
$598K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
903+ 9.33% |
$199K - $218K
|
10.6K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2- 0.09% |
$441 - $483
|
2.17K
$508K
|