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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.05K- 9.94% |
$892K - $978K
|
36.7K
$8.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
300+ 2.56% |
$66.1K - $72.4K
|
12K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
CALL |
11.4KNew |
$2.51M - $2.75M
|
11.4K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-134- 13.28% |
$29.5K - $32.4K
|
875
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.3K- 57.29% |
$286K - $313K
|
967
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.67K+ 159.58% |
$1.47M - $1.61M
|
10.8K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
145+ 1.45% |
$31.9K - $35K
|
10.2K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.5K- 20.77% |
$551K - $604K
|
9.53K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-62- 1.16% |
$13.7K - $15K
|
5.3K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-102- 13.4% |
$22.5K - $24.6K
|
659
$154K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-108- 2.75% |
$23.8K - $26.1K
|
3.81K
$893K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.22K- 7.43% |
$268K - $294K
|
15.1K
$3.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
247+ 2.35% |
$54.4K - $59.6K
|
10.8K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.3K+ 19.11% |
$947K - $1.04M
|
26.8K
$6.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
895New |
$197K - $216K
|
895
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-637- 24.36% |
$140K - $154K
|
1.98K
$463K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
150New |
$33K - $36.2K
|
150
$35.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
87.5KNew |
$19.3M - $21.1M
|
87.5K
$20.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
81New |
$17.8K - $19.6K
|
81
$19K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.44K+ 221.68% |
$978K - $1.07M
|
6.44K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
651+ 19.77% |
$143K - $157K
|
3.94K
$924K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-7K- 76.92% |
$1.54M - $1.69M
|
2.1K
$492K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-165- 2.38% |
$36.3K - $39.8K
|
6.77K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1+ 0.11% |
$220 - $241
|
904
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
10+ 0.52% |
$2.2K - $2.41K
|
1.94K
$454K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$132K - $145K
|
600
$140K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
21+ 5.75% |
$4.63K - $5.07K
|
386
$90.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
4+ 0.16% |
$881 - $966
|
2.48K
$581K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
211New |
$46.5K - $50.9K
|
211
$49.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-204- 47.55% |
$44.9K - $49.3K
|
225
$52.7K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1+ 0.07% |
$220 - $241
|
1.41K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.03KNew |
$227K - $249K
|
1.03K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-354- 15.58% |
$78K - $85.5K
|
1.92K
$449K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.08% |
$220 - $241
|
1.24K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7- 0.13% |
$1.54K - $1.69K
|
5.23K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
8New |
$1.76K - $1.93K
|
8
$1.87K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-705- 44.06% |
$155K - $170K
|
895
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
26+ 2.57% |
$5.73K - $6.28K
|
1.04K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.67KNew |
$588K - $645K
|
2.67K
$625K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
96+ 0.45% |
$21.1K - $23.2K
|
21.6K
$5.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.21K- 39.72% |
$486K - $533K
|
3.35K
$784K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
400New |
$88.1K - $96.6K
|
400
$93.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.51KNew |
$994K - $1.09M
|
4.51K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.16KNew |
$256K - $281K
|
1.16K
$272K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
666+ 15.97% |
$147K - $161K
|
4.84K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.71KNew |
$376K - $412K
|
1.71K
$399K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-256- 0.56% |
$56.4K - $61.8K
|
45.5K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
60+ 4.92% |
$13.2K - $14.5K
|
1.28K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
30+ 3.91% |
$6.61K - $7.24K
|
798
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-36- 50.7% |
$7.93K - $8.69K
|
35
$8.2K
|