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 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.5K- 5.33% |
$310K - $364K
|
26.7K
$6.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-81K- 65.81% |
$16.7M - $19.6M
|
42.1K
$9.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
27+ 0.55% |
$5.57K - $6.54K
|
4.9K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
80+ 0.97% |
$16.5K - $19.4K
|
8.3K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-601- 2.73% |
$124K - $146K
|
21.4K
$5.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
33+ 0.22% |
$6.81K - $7.99K
|
14.8K
$3.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-40- 2.57% |
$8.26K - $9.69K
|
1.52K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.03K+ 4.11% |
$212K - $248K
|
25.9K
$6.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.17K- 21.87% |
$240K - $282K
|
4.16K
$974K
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.62K- 38.09% |
$540K - $634K
|
4.25K
$996K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
103+ 1.3% |
$21.3K - $24.9K
|
8.01K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.28KNew |
$263K - $309K
|
1.28K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-301- 22.26% |
$62.1K - $72.9K
|
1.05K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-542- 19.99% |
$112K - $131K
|
2.17K
$508K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-825- 4.47% |
$170K - $200K
|
17.6K
$4.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-257- 19.25% |
$53K - $62.2K
|
1.08K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
309+ 0.59% |
$63.8K - $74.8K
|
52.6K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.26K+ 10.4% |
$467K - $548K
|
24K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-108- 1.52% |
$22.3K - $26.2K
|
6.99K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
77+ 7.22% |
$15.9K - $18.6K
|
1.14K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-13- 0.6% |
$2.68K - $3.15K
|
2.16K
$506K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.7K- 19.49% |
$2.62M - $3.08M
|
52.5K
$12.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.52K- 2.98% |
$1.14M - $1.34M
|
180K
$42.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1+ 0.03% |
$206 - $242
|
3.45K
$808K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.39% |
$1.44K - $1.7K
|
1.81K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.16K- 11.05% |
$445K - $522K
|
17.4K
$4.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-509- 14.37% |
$105K - $123K
|
3.03K
$710K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
664+ 1.25% |
$137K - $161K
|
53.8K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-82- 2.1% |
$16.9K - $19.9K
|
3.82K
$894K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.08KNew |
$223K - $262K
|
1.08K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3+ 0.09% |
$619 - $727
|
3.22K
$755K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.78KNew |
$367K - $431K
|
1.78K
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.55K+ 4.59% |
$1.15M - $1.34M
|
126K
$29.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
53+ 5.33% |
$10.9K - $12.8K
|
1.05K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.67K+ 11.6% |
$345K - $404K
|
16.1K
$3.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1.47K- 30.13% |
$303K - $355K
|
3.4K
$796K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-627- 14.64% |
$129K - $152K
|
3.66K
$856K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
382+ 7.56% |
$78.8K - $92.5K
|
5.44K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.54K- 33.25% |
$317K - $372K
|
3.08K
$722K
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
12.2K+ 39.6% |
$2.52M - $2.95M
|
43K
$10.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-151- 10.51% |
$31.2K - $36.6K
|
1.29K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 1.31% |
$1.65K - $1.94K
|
621
$145K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-12- 0.45% |
$2.48K - $2.91K
|
2.65K
$620K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-344- 11.08% |
$71K - $83.3K
|
2.76K
$647K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
379+ 1.8% |
$78.2K - $91.8K
|
21.4K
$5.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.09K+ 3.81% |
$225K - $264K
|
29.8K
$6.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
693+ 1.3% |
$143K - $168K
|
53.8K
$12.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-415- 8.19% |
$85.6K - $101K
|
4.65K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-73- 2.73% |
$15.1K - $17.7K
|
2.6K
$609K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-45.4K- 56.52% |
$9.37M - $11M
|
35K
$8.18M
|