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 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.85K+ 105.48% |
$795K - $932K
|
7.5K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
200+ 9.76% |
$41.3K - $48.4K
|
2.25K
$527K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 15.79% |
$3.26M - $3.82M
|
116K
$27.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-119- 6.51% |
$24.6K - $28.8K
|
1.71K
$400K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-86.4K- 96.25% |
$17.8M - $20.9M
|
3.37K
$789K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.11KNew |
$642K - $754K
|
3.11K
$729K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.49K+ 39.67% |
$927K - $1.09M
|
15.8K
$3.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-955- 24.62% |
$197K - $231K
|
2.92K
$685K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-99- 0.33% |
$20.4K - $24K
|
30.1K
$7.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1+ 0.06% |
$206 - $242
|
1.69K
$395K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-74- 0.24% |
$15.3K - $17.9K
|
30.2K
$7.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$310K - $364K
|
1.5K
$352K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.34K+ 28.52% |
$483K - $566K
|
10.5K
$2.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.17K+ 4.81% |
$242K - $284K
|
25.5K
$5.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
210+ 18.5% |
$43.3K - $50.9K
|
1.35K
$315K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-9.48K- 17.51% |
$1.96M - $2.3M
|
44.7K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-444- 14.48% |
$91.6K - $108K
|
2.62K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
4.66K+ 35.93% |
$962K - $1.13M
|
17.6K
$4.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
316+ 0.75% |
$65.2K - $76.5K
|
42.7K
$9.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-275- 7.57% |
$56.8K - $66.6K
|
3.36K
$786K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
13.6KNew |
$2.81M - $3.3M
|
13.6K
$3.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.08% |
$1.03K - $1.21K
|
6.03K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-513- 16.6% |
$106K - $124K
|
2.58K
$603K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1+ 0.03% |
$206 - $242
|
3.41K
$798K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
42+ 1.9% |
$8.67K - $10.2K
|
2.26K
$528K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
232+ 9.2% |
$47.9K - $56.2K
|
2.76K
$645K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-344- 1.05% |
$71K - $83.3K
|
32.3K
$7.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
4.18KNew |
$862K - $1.01M
|
4.18K
$978K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
425+ 12.7% |
$87.7K - $103K
|
3.77K
$883K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-336- 29.22% |
$69.3K - $81.4K
|
814
$191K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.87K+ 29.73% |
$1M - $1.18M
|
21.2K
$4.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
618+ 24.0% |
$128K - $150K
|
3.19K
$748K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-13.2K- 71.52% |
$2.72M - $3.2M
|
5.25K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-141- 1.47% |
$29.1K - $34.1K
|
9.43K
$2.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 0.67% |
$10.1K - $11.9K
|
7.3K
$1.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
130+ 2.72% |
$26.8K - $31.5K
|
4.9K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.1K+ 95127.78% |
$3.53M - $4.15M
|
17.1K
$4.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.08K- 5.24% |
$222K - $261K
|
19.5K
$4.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
14.2K+ 6.22% |
$2.93M - $3.44M
|
242K
$56.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.24% |
$2.27K - $2.66K
|
4.67K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
63+ 19.57% |
$13K - $15.3K
|
385
$90.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
52+ 9.52% |
$10.7K - $12.6K
|
598
$140K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-406- 3.06% |
$83.8K - $98.3K
|
12.9K
$3.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.24K- 39.41% |
$255K - $300K
|
1.9K
$446K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-660- 1.34% |
$136K - $160K
|
48.7K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
772+ 1.45% |
$159K - $187K
|
53.8K
$12.6M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-113- 3.44% |
$23.3K - $27.4K
|
3.17K
$743K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
115K+ 333.84% |
$23.8M - $27.9M
|
150K
$35M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4K+ 7.55% |
$2.14M - $2.51M
|
148K
$34.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-950- 4.29% |
$196K - $230K
|
21.2K
$4.96M
|