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 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-21K- 17.19% |
$4.34M - $5.1M
|
101K
$23.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-739- 10.68% |
$153K - $179K
|
6.18K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
23+ 1.26% |
$4.75K - $5.57K
|
1.85K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.95K- 1.09% |
$609K - $714K
|
269K
$63M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-107- 66.88% |
$22.1K - $25.9K
|
53
$12.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
41.2KNew |
$8.5M - $9.98M
|
41.2K
$9.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.57K- 22.58% |
$324K - $381K
|
5.39K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.05% |
$413 - $484
|
3.81K
$891K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
687+ 4.45% |
$142K - $166K
|
16.1K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-608- 23.59% |
$125K - $147K
|
1.97K
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
591+ 1.96% |
$122K - $143K
|
30.7K
$7.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.6K- 2.88% |
$330K - $387K
|
53.9K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.64KNew |
$337K - $396K
|
1.64K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-25- 0.18% |
$5.16K - $6.05K
|
13.7K
$3.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.83K+ 139.24% |
$584K - $685K
|
4.86K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.89K+ 2.31% |
$390K - $457K
|
83.6K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-48- 1.96% |
$9.91K - $11.6K
|
2.41K
$563K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.06K+ 3.25% |
$425K - $499K
|
65.5K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1K- 10.72% |
$207K - $243K
|
8.35K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-265- 3.09% |
$54.7K - $64.2K
|
8.31K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.21K- 8.5% |
$1.28M - $1.5M
|
66.8K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.94K+ 19.12% |
$1.23M - $1.44M
|
37K
$8.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-538- 66.42% |
$111K - $130K
|
272
$63.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-25- 0.41% |
$5.16K - $6.05K
|
6.03K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
91+ 3.0% |
$18.8K - $22K
|
3.13K
$733K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
45.9K+ 15283.33% |
$9.46M - $11.1M
|
46.2K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-298- 19.79% |
$61.5K - $72.2K
|
1.21K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-266- 5.09% |
$54.9K - $64.4K
|
4.96K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-949- 46.18% |
$196K - $230K
|
1.11K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
761+ 29.24% |
$157K - $184K
|
3.36K
$788K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.57K+ 163.36% |
$1.77M - $2.08M
|
13.8K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
193+ 10.23% |
$39.8K - $46.7K
|
2.08K
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.31K- 21.88% |
$271K - $318K
|
4.69K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
794+ 20.64% |
$164K - $192K
|
4.64K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.29K- 6.63% |
$267K - $313K
|
18.2K
$4.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.53K+ 5.62% |
$315K - $370K
|
28.7K
$6.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.31KNew |
$271K - $317K
|
1.31K
$307K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-233- 15.42% |
$48.1K - $56.4K
|
1.28K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
88+ 14.06% |
$18.2K - $21.3K
|
714
$167K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-627K- 99.52% |
$129M - $152M
|
3.05K
$714K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.05K+ 8.1% |
$630K - $739K
|
40.7K
$9.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-451- 2.66% |
$93.1K - $109K
|
16.5K
$3.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
17KNew |
$3.5M - $4.11M
|
17K
$3.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-53- 2.2% |
$10.9K - $12.8K
|
2.36K
$552K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-49- 0.7% |
$10.1K - $11.9K
|
6.93K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2+ 0.12% |
$413 - $484
|
1.71K
$401K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-44- 0.37% |
$9.08K - $10.7K
|
11.7K
$2.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
6+ 0.55% |
$1.24K - $1.45K
|
1.09K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
556+ 3.27% |
$115K - $135K
|
17.6K
$4.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.09% |
$206 - $242
|
1.13K
$264K
|