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 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.63K- 40.74% |
$1.55M - $2.18M
|
12.6K
$3.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
970+ 21.34% |
$174K - $246K
|
5.52K
$1.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-53- 2.55% |
$9.53K - $13.4K
|
2.03K
$549K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
9.74KNew |
$1.75M - $2.47M
|
9.74K
$2.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
723+ 41.77% |
$130K - $183K
|
2.45K
$665K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-137- 0.4% |
$24.6K - $34.7K
|
34.2K
$9.25M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-126- 5.09% |
$22.6K - $31.9K
|
2.35K
$637K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-300- 16.17% |
$53.9K - $76K
|
1.56K
$421K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-25- 0.46% |
$4.49K - $6.33K
|
5.45K
$1.48M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-62- 0.53% |
$11.1K - $15.7K
|
11.6K
$3.14M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
43+ 0.7% |
$7.73K - $10.9K
|
6.16K
$1.67M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
567+ 9.08% |
$102K - $144K
|
6.81K
$1.85M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-2- 0.02% |
$359 - $506
|
9.37K
$2.54M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.74K+ 32.22% |
$1.03M - $1.45M
|
23.5K
$6.38M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
868New |
$156K - $220K
|
868
$235K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-164- 0.34% |
$29.5K - $41.5K
|
48.5K
$13.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.17K+ 43.39% |
$210K - $296K
|
3.86K
$1.05M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
318+ 25.36% |
$57.2K - $80.5K
|
1.57K
$426K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.46K+ 31.23% |
$262K - $369K
|
6.12K
$1.66M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
853New |
$153K - $216K
|
853
$231K
|
|
| Q1 2025 | |||||||
|
Aug 28, 2025
Q1 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
318KNew |
$65.5M - $76.9M
|
318K
$86M
|
|
|
Aug 27, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-278- 11.91% |
$57.4K - $67.3K
|
2.06K
$557K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-5.29K- 11.37% |
$1.09M - $1.28M
|
41.2K
$11.2M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.84K+ 18.1% |
$587K - $689K
|
18.6K
$5.03M
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-105- 4.57% |
$21.7K - $25.4K
|
2.19K
$594K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-1.7KClosed |
$351K - $412K
|
0
$0
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$258K - $303K
|
1.25K
$339K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-675- 4.79% |
$139K - $163K
|
13.4K
$3.63M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.34K+ 137.5% |
$690K - $810K
|
5.78K
$1.56M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
433+ 1.54% |
$89.4K - $105K
|
28.5K
$7.71M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-100- 18.87% |
$20.6K - $24.2K
|
430
$116K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
157New |
$32.4K - $38K
|
157
$42.5K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
9New |
$1.86K - $2.18K
|
9
$2.44K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-400- 7.81% |
$82.6K - $96.9K
|
4.72K
$1.28M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
312+ 1.43% |
$64.4K - $75.6K
|
22.1K
$5.99M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-126- 10.15% |
$26K - $30.5K
|
1.12K
$302K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.28K+ 31.2% |
$265K - $310K
|
5.39K
$1.46M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
706+ 70.6% |
$146K - $171K
|
1.71K
$462K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
136+ 15.74% |
$28.1K - $32.9K
|
1K
$271K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-93- 5.29% |
$19.2K - $22.5K
|
1.67K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-85- 8.61% |
$17.5K - $20.6K
|
902
$244K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.03KNew |
$1.04M - $1.22M
|
5.03K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1.02K- 50.47% |
$211K - $247K
|
1K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
209K+ 208.47% |
$43.2M - $50.7M
|
310K
$83.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.78K- 8.64% |
$986K - $1.16M
|
50.5K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
28+ 1.89% |
$5.78K - $6.78K
|
1.51K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
1+ 1.28% |
$206 - $242
|
79
$21.4K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-295- 10.25% |
$60.9K - $71.4K
|
2.58K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-26.9K- 93.49% |
$5.56M - $6.52M
|
1.88K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.9K+ 23.22% |
$2.66M - $3.13M
|
68.5K
$18.5M
|
|