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 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
16.7K+ 31.4% |
$3.45M - $4.05M
|
69.9K
$16.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
286+ 1.43% |
$59K - $69.3K
|
20.3K
$4.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
140+ 9.35% |
$28.9K - $33.9K
|
1.64K
$383K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-271- 11.53% |
$55.9K - $65.6K
|
2.08K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.09K- 2.88% |
$1.88M - $2.2M
|
306K
$71.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-60- 2.06% |
$12.4K - $14.5K
|
2.85K
$668K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1- 0.06% |
$206 - $242
|
1.58K
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 5.99% |
$9.29K - $10.9K
|
796
$186K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5- 0.31% |
$1.03K - $1.21K
|
1.62K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-276- 8.44% |
$57K - $66.8K
|
3K
$701K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1+ 0.0% |
$206 - $242
|
39.7K
$9.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
869+ 4.37% |
$179K - $210K
|
20.8K
$4.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-6.88K- 1.45% |
$1.42M - $1.67M
|
468K
$110M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-70- 4.61% |
$14.4K - $17K
|
1.45K
$339K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-777- 3.33% |
$160K - $188K
|
22.5K
$5.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.37K+ 3.59% |
$283K - $333K
|
39.6K
$9.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-48- 4.2% |
$9.91K - $11.6K
|
1.1K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
25K+ 14.45% |
$5.17M - $6.06M
|
198K
$46.4M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
65+ 16.41% |
$13.4K - $15.7K
|
461
$108K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
134+ 0.31% |
$27.7K - $32.5K
|
43.7K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27+ 0.34% |
$5.57K - $6.54K
|
7.93K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-26- 0.68% |
$5.37K - $6.3K
|
3.81K
$893K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.09K- 10.6% |
$430K - $505K
|
17.6K
$4.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
232+ 0.92% |
$47.9K - $56.2K
|
25.4K
$5.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-444- 1.2% |
$91.6K - $108K
|
36.5K
$8.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-111- 4.63% |
$22.9K - $26.9K
|
2.29K
$535K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
857+ 92.65% |
$177K - $208K
|
1.78K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
21+ 0.19% |
$4.33K - $5.09K
|
11.2K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
51+ 4.36% |
$10.5K - $12.4K
|
1.22K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5- 0.28% |
$1.03K - $1.21K
|
1.77K
$415K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.14% |
$619 - $727
|
2.13K
$499K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
55+ 2.3% |
$11.4K - $13.3K
|
2.45K
$573K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
656+ 1.11% |
$135K - $159K
|
59.7K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-23- 0.06% |
$4.75K - $5.57K
|
38.9K
$9.11M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-209- 1.58% |
$43.1K - $50.6K
|
13K
$3.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
120+ 2.38% |
$24.8K - $29.1K
|
5.17K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
200+ 4.27% |
$41.3K - $48.4K
|
4.89K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
77+ 1.98% |
$15.9K - $18.6K
|
3.96K
$927K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34.2KNew |
$7.05M - $8.28M
|
34.2K
$8M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
648+ 3.49% |
$134K - $157K
|
19.2K
$4.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.47K- 1.19% |
$303K - $356K
|
122K
$28.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-28- 3.41% |
$5.78K - $6.78K
|
794
$186K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
475+ 1.22% |
$98K - $115K
|
39.5K
$9.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
72+ 2.8% |
$14.9K - $17.4K
|
2.65K
$620K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.07K- 16.22% |
$220K - $258K
|
5.5K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-541- 14.7% |
$112K - $131K
|
3.14K
$735K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 2.9% |
$3.92K - $4.6K
|
674
$158K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.01KNew |
$208K - $245K
|
1.01K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-267K- 72.59% |
$55.2M - $64.7M
|
101K
$23.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.39K+ 11.9% |
$493K - $578K
|
22.5K
$5.26M
|