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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-1.23K- 19.41% |
$221K - $311K
|
5.1K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-296- 10.72% |
$53.2K - $75K
|
2.47K
$668K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
80+ 36.53% |
$14.4K - $20.3K
|
299
$81K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
407+ 2.0% |
$73.2K - $103K
|
20.7K
$5.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-899- 2.46% |
$162K - $228K
|
35.6K
$9.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-1.09K- 20.75% |
$196K - $276K
|
4.16K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-555- 6.68% |
$99.8K - $141K
|
7.76K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.55K- 65.46% |
$457K - $644K
|
1.34K
$364K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.07K+ 34.91% |
$372K - $524K
|
7.99K
$2.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.77K+ 96.47% |
$319K - $449K
|
3.61K
$979K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.02K- 1.94% |
$184K - $259K
|
51.6K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-8- 0.25% |
$1.44K - $2.03K
|
3.15K
$852K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-595- 62.83% |
$107K - $151K
|
352
$95.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
859New |
$154K - $218K
|
859
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.1K- 7.73% |
$198K - $279K
|
13.1K
$3.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-85- 11.41% |
$15.3K - $21.5K
|
660
$179K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
37+ 0.59% |
$6.65K - $9.37K
|
6.36K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-21- 0.69% |
$3.77K - $5.32K
|
3.02K
$817K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.05K+ 24.49% |
$368K - $518K
|
10.4K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.17K+ 27.49% |
$210K - $297K
|
5.43K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
128+ 5.35% |
$23K - $32.4K
|
2.52K
$682K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
345New |
$62K - $87.4K
|
345
$93.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 5.56% |
$539 - $760
|
57
$15.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
719+ 1.2% |
$129K - $182K
|
60.5K
$16.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
797+ 50.86% |
$143K - $202K
|
2.36K
$640K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-412- 0.39% |
$74K - $104K
|
105K
$28.3M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-85- 8.65% |
$15.3K - $21.5K
|
898
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
66.6KNew |
$12M - $16.9M
|
66.6K
$18.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-352- 18.29% |
$63.3K - $89.1K
|
1.57K
$426K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-304- 17.74% |
$54.6K - $77K
|
1.41K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
727+ 1.18% |
$131K - $184K
|
62.2K
$16.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.77K- 17.94% |
$858K - $1.21M
|
21.8K
$5.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4.42K- 2.98% |
$794K - $1.12M
|
144K
$39M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
213K+ 8.25% |
$38.3M - $54M
|
2.8M
$758M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-300- 13.29% |
$53.9K - $76K
|
1.96K
$530K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.43KNew |
$797K - $1.12M
|
4.43K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-128- 62.75% |
$23K - $32.4K
|
76
$20.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
270KNew |
$48.6M - $68.4M
|
270K
$73.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-160- 1.63% |
$28.8K - $40.5K
|
9.66K
$2.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-975- 19.89% |
$175K - $247K
|
3.93K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-619- 7.46% |
$111K - $157K
|
7.68K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-11- 3.75% |
$1.98K - $2.79K
|
282
$76.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.54K- 22.71% |
$456K - $642K
|
8.63K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-17- 0.35% |
$3.06K - $4.3K
|
4.81K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-6.04K- 13.52% |
$1.09M - $1.53M
|
38.6K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
10.9KNew |
$1.96M - $2.77M
|
10.9K
$2.96M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-112- 0.49% |
$20.1K - $28.4K
|
22.7K
$6.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-156- 11.83% |
$28K - $39.5K
|
1.16K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.44K+ 70.8% |
$439K - $619K
|
5.9K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.21K- 61.72% |
$577K - $812K
|
1.99K
$539K
|