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 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
266+ 5.41% |
$54.9K - $64.4K
|
5.18K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
518+ 1.85% |
$107K - $125K
|
28.5K
$6.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1KClosed |
$206K - $242K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.76K+ 13.81% |
$364K - $427K
|
14.5K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.6K+ 17.41% |
$1.16M - $1.36M
|
37.8K
$8.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.58K+ 11.8% |
$326K - $382K
|
15K
$3.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-33- 0.23% |
$6.81K - $7.99K
|
14.6K
$3.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.9K+ 3.56% |
$391K - $459K
|
55.1K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.62K+ 98.83% |
$748K - $878K
|
7.29K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-48- 1.76% |
$9.91K - $11.6K
|
2.68K
$628K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
969New |
$200K - $235K
|
969
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-200- 0.25% |
$41.3K - $48.4K
|
78.8K
$18.5M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.02K+ 139.76% |
$417K - $489K
|
3.47K
$812K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.21K+ 358.04% |
$868K - $1.02M
|
5.38K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
770+ 19.81% |
$159K - $186K
|
4.66K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-517- 3.5% |
$107K - $125K
|
14.2K
$3.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-31- 2.14% |
$6.4K - $7.51K
|
1.42K
$332K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
303+ 34.16% |
$62.5K - $73.4K
|
1.19K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
16+ 0.47% |
$3.3K - $3.87K
|
3.39K
$794K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-118- 4.29% |
$24.4K - $28.6K
|
2.63K
$616K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-759- 5.86% |
$157K - $184K
|
12.2K
$2.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-13- 0.99% |
$2.68K - $3.15K
|
1.3K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.22K- 65.68% |
$1.49M - $1.75M
|
3.77K
$883K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-230- 14.77% |
$47.5K - $55.7K
|
1.33K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.48K- 52.03% |
$1.54M - $1.81M
|
6.89K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$619 - $727
|
3.4K
$795K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.03K- 4.79% |
$213K - $250K
|
20.5K
$4.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1.13KNew |
$233K - $273K
|
1.13K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-22- 13.58% |
$4.54K - $5.33K
|
140
$32.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$206 - $242
|
2.21K
$516K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.4KNew |
$289K - $339K
|
1.4K
$328K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
5.96K+ 10.83% |
$1.23M - $1.44M
|
61K
$14.3M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
21+ 4.18% |
$4.33K - $5.09K
|
523
$122K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
65+ 1.2% |
$13.4K - $15.7K
|
5.48K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-30- 2.54% |
$6.19K - $7.27K
|
1.15K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-179- 6.21% |
$36.9K - $43.4K
|
2.7K
$633K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-678- 8.65% |
$140K - $164K
|
7.16K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.2K- 55.38% |
$248K - $292K
|
970
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
110+ 5.51% |
$22.7K - $26.6K
|
2.11K
$493K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
13.2K+ 42.44% |
$2.72M - $3.19M
|
44.3K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-231- 12.32% |
$47.7K - $55.9K
|
1.64K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3+ 0.22% |
$619 - $727
|
1.39K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-468- 15.25% |
$96.6K - $113K
|
2.6K
$609K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
174+ 0.99% |
$35.9K - $42.1K
|
17.8K
$4.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
999+ 3.36% |
$206K - $242K
|
30.7K
$7.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-962- 5.87% |
$199K - $233K
|
15.4K
$3.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.13K- 0.84% |
$853K - $1M
|
486K
$114M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
9+ 20.0% |
$1.86K - $2.18K
|
54
$12.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-311- 16.46% |
$64.2K - $75.3K
|
1.58K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
13.6KNew |
$2.8M - $3.28M
|
13.6K
$3.18M
|