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 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-250- 2.95% |
$44.9K - $63.3K
|
8.23K
$2.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
910New |
$164K - $230K
|
910
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.04KNew |
$186K - $263K
|
1.04K
$268K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$2.43M - $3.42M
|
13.5K
$3.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
79.1K+ 112.56% |
$14.2M - $20M
|
149K
$38.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
213+ 0.69% |
$38.3K - $53.9K
|
30.9K
$8M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.25K- 19.76% |
$225K - $317K
|
5.08K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
8+ 0.15% |
$1.44K - $2.03K
|
5.19K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-263- 7.2% |
$47.3K - $66.6K
|
3.39K
$878K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-327- 1.08% |
$58.8K - $82.8K
|
30.1K
$7.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-356- 2.3% |
$64K - $90.1K
|
15.1K
$3.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.38K+ 25.95% |
$428K - $602K
|
11.5K
$2.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
19+ 0.2% |
$3.41K - $4.81K
|
9.45K
$2.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.02K- 1.09% |
$183K - $258K
|
92.2K
$23.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
233+ 4.32% |
$41.9K - $59K
|
5.62K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
84+ 1.36% |
$15.1K - $21.3K
|
6.26K
$1.62M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
6.98KNew |
$1.26M - $1.77M
|
6.98K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-130- 9.61% |
$23.4K - $32.9K
|
1.22K
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
529+ 4.98% |
$95.1K - $134K
|
11.2K
$2.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
806New |
$145K - $204K
|
806
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-112- 0.68% |
$20.1K - $28.4K
|
16.3K
$4.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
502+ 7.76% |
$90.2K - $127K
|
6.97K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.4K- 4.64% |
$251K - $354K
|
28.7K
$7.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-304- 2.78% |
$54.6K - $77K
|
10.6K
$2.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-920- 50.0% |
$165K - $233K
|
920
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-654- 12.06% |
$118K - $166K
|
4.77K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
753+ 4.28% |
$135K - $191K
|
18.3K
$4.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
17.6K+ 8552.91% |
$3.17M - $4.46M
|
17.8K
$4.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
6.42K+ 17.83% |
$1.15M - $1.63M
|
42.5K
$11M
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.67K- 2.58% |
$659K - $928K
|
139K
$35.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.3K- 19.31% |
$2.93M - $4.13M
|
68.1K
$17.6M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-234- 7.81% |
$42.1K - $59.3K
|
2.76K
$715K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-179- 1.38% |
$32.2K - $45.3K
|
12.8K
$3.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
34+ 1.67% |
$6.11K - $8.61K
|
2.07K
$534K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.17% |
$359 - $506
|
1.19K
$307K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
106+ 1514.29% |
$19.1K - $26.8K
|
113
$29.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
263+ 13.34% |
$47.3K - $66.6K
|
2.24K
$578K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.13K- 11.2% |
$203K - $286K
|
8.95K
$2.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-74- 6.12% |
$13.3K - $18.7K
|
1.14K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-1K- 28.84% |
$180K - $253K
|
2.47K
$638K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-75- 2.86% |
$13.5K - $19K
|
2.55K
$659K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
172+ 11.5% |
$30.9K - $43.6K
|
1.67K
$432K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-200- 1.18% |
$35.9K - $50.6K
|
16.7K
$4.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
50+ 1.86% |
$8.99K - $12.7K
|
2.73K
$707K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$180 - $253
|
5.69K
$1.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.19K- 14.61% |
$573K - $808K
|
18.6K
$4.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-275- 12.35% |
$49.4K - $69.6K
|
1.95K
$505K
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-101M- 99.98% |
$18.2B - $25.6B
|
18.9K
$4.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.94K+ 3.93% |
$349K - $492K
|
51.4K
$13.3M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
201+ 4.62% |
$36.1K - $50.9K
|
4.56K
$1.18M
|