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 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-4.25K- 12.88% |
$876K - $1.03M
|
28.7K
$6.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.2K+ 90.13% |
$247K - $290K
|
2.52K
$591K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
594+ 18.02% |
$123K - $144K
|
3.89K
$911K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-457- 21.05% |
$94.3K - $111K
|
1.71K
$401K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3+ 0.11% |
$619 - $727
|
2.69K
$630K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
81+ 27.0% |
$16.7K - $19.6K
|
381
$89.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
74+ 6.78% |
$15.3K - $17.9K
|
1.17K
$273K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.36K+ 5.31% |
$281K - $329K
|
27K
$6.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-631- 19.03% |
$130K - $153K
|
2.68K
$628K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-344- 3.54% |
$71K - $83.3K
|
9.38K
$2.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-21.4K- 32.13% |
$4.41M - $5.18M
|
45.2K
$10.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-166- 5.65% |
$34.3K - $40.2K
|
2.77K
$649K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-403- 2.89% |
$83.2K - $97.6K
|
13.5K
$3.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.16K+ 8.48% |
$240K - $282K
|
14.9K
$3.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
814+ 8.78% |
$168K - $197K
|
10.1K
$2.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-530- 7.17% |
$109K - $128K
|
6.86K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.1% |
$619 - $727
|
3.13K
$733K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
24+ 2.15% |
$4.95K - $5.81K
|
1.14K
$267K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.62K- 5.4% |
$334K - $392K
|
28.4K
$6.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.6K+ 28.12% |
$330K - $388K
|
7.3K
$1.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
175+ 9.56% |
$36.1K - $42.4K
|
2.01K
$469K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
105+ 5.41% |
$21.7K - $25.4K
|
2.05K
$479K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-159- 10.13% |
$32.8K - $38.5K
|
1.41K
$330K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.22K- 11.12% |
$665K - $780K
|
25.7K
$6.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-57- 1.64% |
$11.8K - $13.8K
|
3.41K
$798K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
377+ 2.16% |
$77.8K - $91.3K
|
17.8K
$4.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-101- 4.6% |
$20.8K - $24.5K
|
2.09K
$490K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.29K- 23.28% |
$678K - $796K
|
10.8K
$2.54M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.11K+ 21.28% |
$435K - $511K
|
12K
$2.82M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
25+ 0.07% |
$5.16K - $6.05K
|
34.3K
$8.03M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
49+ 0.14% |
$10.1K - $11.9K
|
33.9K
$7.94M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.43K+ 66.4% |
$295K - $347K
|
3.59K
$840K
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-120- 1.29% |
$24.8K - $29.1K
|
9.19K
$2.15M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-495- 21.06% |
$102K - $120K
|
1.86K
$434K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-43- 0.43% |
$8.87K - $10.4K
|
9.98K
$2.34M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-51- 80.95% |
$10.5K - $12.4K
|
12
$2.81K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
309+ 19.94% |
$63.8K - $74.8K
|
1.86K
$435K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
240+ 1.96% |
$49.5K - $58.1K
|
12.5K
$2.92M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
75+ 6.36% |
$15.5K - $18.2K
|
1.25K
$294K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.31K- 15.66% |
$682K - $801K
|
17.8K
$4.17M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-25.2K- 77.08% |
$5.19M - $6.09M
|
7.48K
$1.75M
|
|
| Q4 2024 | |||||||
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.28KNew |
$282K - $310K
|
1.28K
$300K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
109New |
$24K - $26.3K
|
109
$25.5K
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-53- 1.0% |
$11.7K - $12.8K
|
5.26K
$1.23M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
134KNew |
$29.6M - $32.5M
|
134K
$31.5M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-75- 2.53% |
$16.5K - $18.1K
|
2.88K
$675K
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1KNew |
$220K - $241K
|
1K
$234K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
1.28KNew |
$281K - $308K
|
1.28K
$299K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.06KNew |
$233K - $255K
|
1.06K
$248K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
19+ 2.1% |
$4.18K - $4.59K
|
925
$217K
|
|