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 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.43K- 11.75% |
$1.95M - $2.28M
|
70.8K
$16.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-204- 0.73% |
$42.1K - $49.4K
|
27.9K
$6.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-929- 6.58% |
$192K - $225K
|
13.2K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-196- 0.14% |
$40.5K - $47.5K
|
138K
$32.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-300- 16.05% |
$61.9K - $72.7K
|
1.57K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
14.3KNew |
$2.94M - $3.46M
|
14.3K
$3.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.52K- 10.35% |
$520K - $610K
|
21.8K
$5.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13.4K- 23.68% |
$2.76M - $3.24M
|
43.1K
$10.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
8.83K+ 16.63% |
$1.82M - $2.14M
|
61.9K
$14.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-28.5K- 72.75% |
$5.89M - $6.91M
|
10.7K
$2.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-191- 10.53% |
$39.4K - $46.3K
|
1.62K
$380K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-386- 3.2% |
$79.7K - $93.5K
|
11.7K
$2.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
15+ 0.6% |
$3.1K - $3.63K
|
2.53K
$593K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-479- 0.64% |
$98.9K - $116K
|
73.8K
$17.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.18K- 8.34% |
$1.48M - $1.74M
|
78.9K
$18.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
17.3K+ 33.25% |
$3.56M - $4.18M
|
69.1K
$16.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-487- 2.75% |
$101K - $118K
|
17.2K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
186+ 7.4% |
$38.4K - $45K
|
2.7K
$632K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
369+ 5.92% |
$76.2K - $89.4K
|
6.6K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.15KNew |
$443K - $519K
|
2.15K
$502K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
535+ 6.57% |
$110K - $130K
|
8.68K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.66K+ 70.49% |
$549K - $644K
|
6.43K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.33K- 10.19% |
$274K - $321K
|
11.7K
$2.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.2K- 0.31% |
$248K - $291K
|
385K
$90.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-399- 20.06% |
$82.3K - $96.6K
|
1.59K
$372K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
20+ 0.52% |
$4.13K - $4.84K
|
3.88K
$909K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.11K- 20.31% |
$229K - $269K
|
4.36K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.95K- 56.13% |
$402K - $472K
|
1.52K
$357K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7+ 0.19% |
$1.44K - $1.7K
|
3.76K
$880K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-364- 3.74% |
$75.1K - $88.2K
|
9.36K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.88K- 51.36% |
$1.01M - $1.18M
|
4.62K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-805- 1.88% |
$166K - $195K
|
42K
$9.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2+ 0.14% |
$413 - $484
|
1.42K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7+ 0.31% |
$1.44K - $1.7K
|
2.26K
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$619 - $727
|
3.61K
$845K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-61- 0.9% |
$12.6K - $14.8K
|
6.75K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 1.53% |
$20.6K - $24.2K
|
6.46K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.11K- 0.95% |
$228K - $268K
|
115K
$26.9M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.91KNew |
$601K - $705K
|
2.91K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.15K- 7.82% |
$238K - $279K
|
13.6K
$3.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.19K+ 24.09% |
$245K - $288K
|
6.12K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.83K- 3.56% |
$583K - $685K
|
76.5K
$17.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
752+ 17.07% |
$155K - $182K
|
5.16K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-15- 0.88% |
$3.1K - $3.63K
|
1.68K
$394K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
78+ 0.93% |
$16.1K - $18.9K
|
8.48K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.06K+ 30.45% |
$219K - $257K
|
4.55K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-617- 36.06% |
$127K - $149K
|
1.09K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-93- 3.89% |
$19.2K - $22.5K
|
2.3K
$539K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-42- 3.43% |
$8.67K - $10.2K
|
1.18K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-14K- 6.45% |
$2.89M - $3.39M
|
203K
$47.5M
|