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 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-250- 0.93% |
$44.9K - $63.3K
|
26.7K
$7.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
159New |
$28.6K - $40.3K
|
159
$43.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
947+ 37.01% |
$170K - $240K
|
3.51K
$950K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
52+ 4.46% |
$9.35K - $13.2K
|
1.22K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-6- 0.36% |
$1.08K - $1.52K
|
1.68K
$455K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-242- 13.34% |
$43.5K - $61.3K
|
1.57K
$426K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
125+ 2.59% |
$22.5K - $31.7K
|
4.95K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-68- 7.35% |
$12.2K - $17.2K
|
857
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-183- 6.26% |
$32.9K - $46.3K
|
2.74K
$742K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-1- 0.06% |
$180 - $253
|
1.64K
$443K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-194- 0.71% |
$34.9K - $49.1K
|
27.2K
$7.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.01K+ 39.31% |
$181K - $255K
|
3.57K
$968K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
485New |
$87.2K - $123K
|
485
$131K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
805New |
$145K - $204K
|
805
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
1.43KNew |
$258K - $363K
|
1.43K
$388K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-18- 0.4% |
$3.24K - $4.56K
|
4.5K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
17.8K+ 13558.02% |
$3.19M - $4.5M
|
17.9K
$4.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
118+ 9.92% |
$21.2K - $29.9K
|
1.31K
$354K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
354+ 0.95% |
$63.6K - $89.6K
|
37.5K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
294+ 12.56% |
$52.8K - $74.4K
|
2.64K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-1.03K- 24.12% |
$184K - $260K
|
3.23K
$874K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-117- 1.38% |
$21K - $29.6K
|
8.35K
$2.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-596- 26.27% |
$107K - $151K
|
1.67K
$453K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
873New |
$157K - $221K
|
873
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
801New |
$144K - $203K
|
801
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-45- 0.7% |
$8.09K - $11.4K
|
6.41K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
88+ 1.21% |
$15.8K - $22.3K
|
7.38K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.32K+ 41.31% |
$237K - $334K
|
4.51K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
SELL
|
- |
-1.04K- 7.98% |
$187K - $264K
|
12K
$3.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-220- 8.26% |
$39.5K - $55.7K
|
2.44K
$661K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
1.44KNew |
$259K - $365K
|
1.44K
$391K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-251- 14.82% |
$45.1K - $63.6K
|
1.44K
$391K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-75- 6.0% |
$13.5K - $19K
|
1.18K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.39K+ 6.99% |
$429K - $605K
|
36.6K
$9.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.32K+ 239.53% |
$417K - $588K
|
3.29K
$891K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4+ 0.12% |
$719 - $1.01K
|
3.41K
$925K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.4K+ 5.25% |
$1.87M - $2.64M
|
209K
$56.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-5- 0.08% |
$899 - $1.27K
|
6.23K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.16K+ 19.99% |
$568K - $800K
|
19K
$5.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-42- 3.12% |
$7.55K - $10.6K
|
1.3K
$353K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-593- 0.99% |
$107K - $150K
|
59.1K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-211- 11.23% |
$37.9K - $53.4K
|
1.67K
$452K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-2.84K- 64.68% |
$511K - $720K
|
1.55K
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-532- 0.44% |
$95.6K - $135K
|
121K
$32.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-69- 3.37% |
$12.4K - $17.5K
|
1.98K
$535K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-23.9K- 35.82% |
$4.3M - $6.06M
|
42.9K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-188- 13.83% |
$33.8K - $47.6K
|
1.17K
$317K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-440- 9.53% |
$79.1K - $111K
|
4.18K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$180 - $253
|
3.81K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
210+ 5.38% |
$37.7K - $53.2K
|
4.11K
$1.11M
|