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 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
811+ 1.95% |
$167K - $196K
|
42.4K
$9.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
52+ 4.24% |
$10.7K - $12.6K
|
1.28K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
463+ 164.18% |
$95.6K - $112K
|
745
$174K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-42- 1.28% |
$8.67K - $10.2K
|
3.25K
$761K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-52.4K- 39.15% |
$10.8M - $12.7M
|
81.4K
$19.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.03K+ 21.56% |
$418K - $491K
|
11.4K
$2.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-860- 7.96% |
$177K - $208K
|
9.95K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-664- 5.64% |
$137K - $161K
|
11.1K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-26- 0.23% |
$5.37K - $6.3K
|
11.2K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
60+ 5.54% |
$12.4K - $14.5K
|
1.14K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.69K+ 17.79% |
$348K - $408K
|
11.2K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-149- 4.83% |
$30.8K - $36.1K
|
2.94K
$688K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
905+ 2.58% |
$187K - $219K
|
36K
$8.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
107+ 5.05% |
$22.1K - $25.9K
|
2.23K
$521K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-100- 0.75% |
$20.6K - $24.2K
|
13.2K
$3.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
258+ 12.1% |
$53.2K - $62.5K
|
2.39K
$560K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
209+ 4.13% |
$43.1K - $50.6K
|
5.28K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-492- 21.34% |
$102K - $119K
|
1.81K
$425K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.3K+ 1.44% |
$475K - $558K
|
163K
$38.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-395- 11.76% |
$81.5K - $95.7K
|
2.97K
$694K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.77K+ 30.89% |
$983K - $1.15M
|
20.2K
$4.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7K+ 0.41% |
$2.2M - $2.58M
|
2.58M
$605M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
15+ 3.97% |
$3.1K - $3.63K
|
393
$92K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
89+ 2.29% |
$18.4K - $21.6K
|
3.98K
$933K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-127- 2.39% |
$26.2K - $30.8K
|
5.18K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.05K+ 155.22% |
$423K - $497K
|
3.37K
$790K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
119+ 2.22% |
$24.6K - $28.8K
|
5.49K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.86K- 6.39% |
$589K - $691K
|
41.8K
$9.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
2+ 0.06% |
$413 - $484
|
3.18K
$745K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.12K- 24.69% |
$438K - $513K
|
6.47K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.3K+ 13.32% |
$887K - $1.04M
|
36.6K
$8.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.08KNew |
$222K - $261K
|
1.08K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.35K- 47.96% |
$279K - $327K
|
1.47K
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-79.6K- 20.63% |
$16.4M - $19.3M
|
306K
$71.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-350- 18.13% |
$72.2K - $84.8K
|
1.58K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-390- 17.77% |
$80.5K - $94.5K
|
1.81K
$423K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-9- 0.42% |
$1.86K - $2.18K
|
2.12K
$496K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-307- 1.64% |
$63.4K - $74.3K
|
18.4K
$4.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-64- 1.02% |
$13.2K - $15.5K
|
6.24K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.86K- 11.51% |
$383K - $450K
|
14.3K
$3.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
49+ 1.13% |
$10.1K - $11.9K
|
4.4K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-434- 2.46% |
$89.6K - $105K
|
17.2K
$4.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23.3K- 18.09% |
$4.82M - $5.65M
|
106K
$24.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-12.3K- 34.67% |
$2.53M - $2.97M
|
23.1K
$5.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.46% |
$206 - $242
|
219
$51.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.74K+ 49.89% |
$979K - $1.15M
|
14.3K
$3.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
184+ 8.53% |
$38K - $44.6K
|
2.34K
$548K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-67- 2.64% |
$13.8K - $16.2K
|
2.47K
$579K
|
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
15KNew |
$3.1M - $3.63M
|
15K
$3.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
2.56K+ 5.28% |
$529K - $620K
|
51.1K
$12M
|