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 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-610- 4.71% |
$110K - $154K
|
12.3K
$3.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.55K+ 29.81% |
$1.54M - $2.17M
|
37.2K
$9.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
400+ 13.87% |
$71.9K - $101K
|
3.28K
$850K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$180 - $253
|
1.13K
$292K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-88- 1.05% |
$15.8K - $22.3K
|
8.25K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9.16K- 90.66% |
$1.65M - $2.32M
|
943
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
17.6K+ 234.07% |
$3.16M - $4.45M
|
25.1K
$6.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19+ 1.14% |
$3.41K - $4.81K
|
1.69K
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
44+ 0.42% |
$7.91K - $11.1K
|
10.6K
$2.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-18- 0.05% |
$3.24K - $4.56K
|
39.7K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-153- 0.98% |
$27.5K - $38.7K
|
15.5K
$4M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
35+ 1.44% |
$6.29K - $8.86K
|
2.47K
$640K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
13+ 0.45% |
$2.34K - $3.29K
|
2.9K
$752K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
89.5K+ 294.27% |
$16.1M - $22.7M
|
120K
$31M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.41K- 13.13% |
$254K - $358K
|
9.36K
$2.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
581New |
$104K - $147K
|
581
$150K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-528- 26.99% |
$94.9K - $134K
|
1.43K
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
910New |
$164K - $230K
|
910
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
89+ 3.68% |
$16K - $22.5K
|
2.51K
$649K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
341+ 0.32% |
$61.3K - $86.4K
|
105K
$27.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.05K- 60.82% |
$369K - $520K
|
1.32K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.4K+ 75.14% |
$1.87M - $2.63M
|
24.2K
$6.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-20.6K- 10.13% |
$3.7M - $5.21M
|
182K
$47.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.64% |
$1.08K - $1.52K
|
942
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.2% |
$4.49K - $6.33K
|
12.2K
$3.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-40- 1.18% |
$7.19K - $10.1K
|
3.36K
$870K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 4.41% |
$204K - $287K
|
26.9K
$6.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-67- 1.78% |
$12K - $17K
|
3.71K
$959K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
158New |
$28.4K - $40K
|
158
$40.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.5K- 7.28% |
$269K - $379K
|
19K
$4.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
404+ 0.27% |
$72.6K - $102K
|
151K
$39M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
945New |
$170K - $239K
|
945
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
217K+ 71.03% |
$39.1M - $55M
|
523K
$135M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-12.7K- 65.72% |
$2.29M - $3.23M
|
6.65K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$180 - $253
|
9.29K
$2.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$539 - $760
|
3.4K
$879K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
829+ 1.54% |
$149K - $210K
|
54.7K
$14.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3+ 0.09% |
$539 - $760
|
3.49K
$902K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
100+ 9.04% |
$18K - $25.3K
|
1.21K
$312K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.05% |
$359 - $506
|
4.01K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
27+ 1.67% |
$4.85K - $6.84K
|
1.64K
$425K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-89- 0.66% |
$16K - $22.5K
|
13.4K
$3.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-429- 5.65% |
$77.1K - $109K
|
7.17K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-21.8K- 38.47% |
$3.92M - $5.53M
|
34.9K
$9.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-100- 9.21% |
$18K - $25.3K
|
986
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-22.6K- 29.26% |
$4.07M - $5.73M
|
54.7K
$14.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
25+ 0.94% |
$4.49K - $6.33K
|
2.67K
$691K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.71% |
$180 - $253
|
141
$36.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-921- 6.29% |
$166K - $233K
|
13.7K
$3.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
5.78K+ 22.26% |
$1.04M - $1.46M
|
31.7K
$8.21M
|