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 21, 2025
Q1 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
21+ 1.78% |
$4.33K - $5.09K
|
1.2K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-245- 29.91% |
$50.6K - $59.3K
|
574
$134K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-491- 4.27% |
$101K - $119K
|
11K
$2.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-3.44K- 2.26% |
$709K - $832K
|
148K
$34.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.47K+ 5.06% |
$510K - $598K
|
51.3K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.83K+ 2.39% |
$583K - $684K
|
121K
$28.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.96K+ 16.83% |
$611K - $717K
|
20.5K
$4.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-60- 23.08% |
$12.4K - $14.5K
|
200
$46.8K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.72K+ 23.26% |
$356K - $417K
|
9.13K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.98K- 50.52% |
$615K - $722K
|
2.92K
$684K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-38- 3.53% |
$7.84K - $9.2K
|
1.04K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.64K+ 178.09% |
$339K - $398K
|
2.56K
$600K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 0.31% |
$8.67K - $10.2K
|
13.4K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.89K- 1.62% |
$390K - $458K
|
115K
$26.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-24- 2.35% |
$4.95K - $5.81K
|
996
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-78- 0.39% |
$16.1K - $18.9K
|
20K
$4.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-270- 18.35% |
$55.7K - $65.4K
|
1.2K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
530+ 1.82% |
$109K - $128K
|
29.6K
$6.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$2.06K - $2.42K
|
10
$2.34K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-141- 1.04% |
$29.1K - $34.1K
|
13.5K
$3.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-394- 22.01% |
$81.3K - $95.4K
|
1.4K
$327K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-741- 6.14% |
$153K - $179K
|
11.3K
$2.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
90+ 8.71% |
$18.6K - $21.8K
|
1.12K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
90New |
$18.6K - $21.8K
|
90
$21.1K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.31K- 26.26% |
$683K - $801K
|
9.29K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-67- 0.57% |
$13.8K - $16.2K
|
11.6K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
18+ 0.1% |
$3.71K - $4.36K
|
18.2K
$4.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-70- 0.6% |
$14.4K - $17K
|
11.6K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-565- 19.63% |
$117K - $137K
|
2.31K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
106KNew |
$22M - $25.8M
|
106K
$24.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
18+ 0.65% |
$3.71K - $4.36K
|
2.79K
$654K
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.66K- 7.82% |
$343K - $402K
|
19.6K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-157- 5.12% |
$32.4K - $38K
|
2.91K
$682K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3+ 0.16% |
$619 - $727
|
1.83K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.06K- 5.71% |
$218K - $256K
|
17.5K
$4.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-222- 3.45% |
$45.8K - $53.8K
|
6.21K
$1.45M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-54- 30.0% |
$11.1K - $13.1K
|
126
$29.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-376- 28.42% |
$77.6K - $91.1K
|
947
$222K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-21.7K- 85.11% |
$4.48M - $5.26M
|
3.8K
$890K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-596- 2.85% |
$123K - $144K
|
20.3K
$4.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-267- 1.11% |
$55.1K - $64.7K
|
23.8K
$5.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-179- 10.72% |
$36.9K - $43.4K
|
1.49K
$349K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-789- 8.93% |
$163K - $191K
|
8.05K
$1.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-39- 2.47% |
$8.05K - $9.45K
|
1.54K
$361K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
500+ 206.61% |
$103K - $121K
|
742
$174K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-316- 66.39% |
$65.2K - $76.5K
|
160
$37.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
451+ 2.92% |
$93.1K - $109K
|
15.9K
$3.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-57- 0.53% |
$11.8K - $13.8K
|
10.7K
$2.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.6K+ 52.62% |
$330K - $387K
|
4.63K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
997+ 5.89% |
$206K - $241K
|
17.9K
$4.2M
|