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 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13+ 0.17% |
$2.86K - $3.14K
|
7.84K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.63K- 85.26% |
$359K - $394K
|
282
$66.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
683K+ 66.75% |
$150M - $165M
|
1.71M
$401M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
46.2K+ 52.73% |
$10.2M - $11.2M
|
134K
$31.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.97K+ 8.09% |
$875K - $959K
|
53.1K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-13- 1.42% |
$2.86K - $3.14K
|
903
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.61KNew |
$355K - $389K
|
1.61K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-389- 1.76% |
$85.7K - $93.9K
|
21.7K
$5.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
323+ 22.21% |
$71.1K - $78K
|
1.78K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1+ 0.06% |
$220 - $241
|
1.78K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-9.58K- 47.56% |
$2.11M - $2.31M
|
10.6K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-437- 6.58% |
$96.3K - $106K
|
6.2K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
54.2KNew |
$11.9M - $13.1M
|
54.2K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-60- 0.8% |
$13.2K - $14.5K
|
7.48K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-32- 1.19% |
$7.05K - $7.73K
|
2.66K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-878- 6.94% |
$193K - $212K
|
11.8K
$2.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-13.4K- 8.85% |
$2.96M - $3.24M
|
138K
$32.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-842- 4.33% |
$185K - $203K
|
18.6K
$4.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-138- 3.8% |
$30.4K - $33.3K
|
3.5K
$821K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.09K- 1.55% |
$1.34M - $1.47M
|
387K
$90.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
17K+ 4.62% |
$3.75M - $4.11M
|
386K
$90.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
107+ 201.89% |
$23.6K - $25.8K
|
160
$37.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-322- 0.58% |
$70.9K - $77.7K
|
55.5K
$13M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
43+ 1.48% |
$9.47K - $10.4K
|
2.96K
$695K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
88.2K+ 252.64% |
$19.4M - $21.3M
|
123K
$28.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
183+ 5.88% |
$40.3K - $44.2K
|
3.3K
$774K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.57K+ 6.11% |
$565K - $620K
|
44.6K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.14KNew |
$252K - $276K
|
1.14K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
62+ 0.4% |
$13.7K - $15K
|
15.4K
$3.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-3- 0.23% |
$661 - $724
|
1.32K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
56+ 4.79% |
$12.3K - $13.5K
|
1.23K
$288K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-15- 1.59% |
$3.3K - $3.62K
|
928
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
7+ 0.65% |
$1.54K - $1.69K
|
1.09K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6- 0.34% |
$1.32K - $1.45K
|
1.77K
$416K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
145+ 9.26% |
$31.9K - $35K
|
1.71K
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-190- 2.05% |
$41.8K - $45.9K
|
9.06K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
527+ 3.8% |
$116K - $127K
|
14.4K
$3.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1K+ 2.09% |
$220K - $241K
|
48.9K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-82- 0.68% |
$18.1K - $19.8K
|
11.9K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-55- 0.69% |
$12.1K - $13.3K
|
7.9K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-233- 3.11% |
$51.3K - $56.3K
|
7.26K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-144- 1.82% |
$31.7K - $34.8K
|
7.77K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-41- 1.47% |
$9.03K - $9.9K
|
2.75K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.26% |
$881 - $966
|
1.51K
$354K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-16.5K- 80.49% |
$3.63M - $3.98M
|
4K
$939K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
405+ 4.21% |
$89.2K - $97.8K
|
10K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
37+ 0.99% |
$8.15K - $8.93K
|
3.77K
$886K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
23+ 0.6% |
$5.07K - $5.55K
|
3.85K
$904K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-54- 0.65% |
$11.9K - $13K
|
8.22K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-986- 5.48% |
$217K - $238K
|
17K
$4M
|