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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
771+ 0.97% |
$159K - $187K
|
80.7K
$21.8M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
41New |
$8.46K - $9.93K
|
41
$11.1K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
116New |
$23.9K - $28.1K
|
116
$31.4K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
190+ 2.59% |
$39.2K - $46K
|
7.53K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
20+ 1.29% |
$4.13K - $4.84K
|
1.58K
$427K
|
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$413K - $484K
|
2K
$542K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
240+ 9.97% |
$49.5K - $58.1K
|
2.65K
$717K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
215+ 4.26% |
$44.4K - $52.1K
|
5.26K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
176+ 174.26% |
$36.3K - $42.6K
|
277
$75K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.95K+ 143.07% |
$402K - $472K
|
3.31K
$897K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
218New |
$45K - $52.8K
|
218
$59.1K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
203+ 25.09% |
$41.9K - $49.2K
|
1.01K
$274K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-106- 0.38% |
$21.9K - $25.7K
|
27.6K
$7.48M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-185- 1.55% |
$38.2K - $44.8K
|
11.7K
$3.18M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-49Closed |
$10.1K - $11.9K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-647- 37.57% |
$134K - $157K
|
1.08K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
354+ 29.87% |
$73.1K - $85.7K
|
1.54K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.09KNew |
$224K - $263K
|
1.09K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-49- 0.05% |
$10.1K - $11.9K
|
99.4K
$26.9M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 7.6% |
$41.3K - $48.4K
|
2.43K
$659K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
194New |
$40K - $47K
|
194
$52.6K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-93- 7.27% |
$19.2K - $22.5K
|
1.19K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.35K- 30.0% |
$1.52M - $1.78M
|
17.1K
$4.65M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$429K - $503K
|
2.08K
$563K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-817- 6.1% |
$169K - $198K
|
12.6K
$3.41M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
492+ 21.3% |
$102K - $119K
|
2.8K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-407- 6.06% |
$84K - $98.6K
|
6.31K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.71KNew |
$559K - $656K
|
2.71K
$734K
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
5KNew |
$1.03M - $1.21M
|
5K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
55+ 1.26% |
$11.4K - $13.3K
|
4.41K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-85- 20.73% |
$17.5K - $20.6K
|
325
$88K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
50New |
$10.3K - $12.1K
|
50
$13.5K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
856New |
$177K - $207K
|
856
$232K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
19.1KNew |
$3.94M - $4.63M
|
19.1K
$5.17M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.12K- 24.74% |
$230K - $270K
|
3.39K
$919K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
12K+ 2.55% |
$2.48M - $2.91M
|
483K
$131M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.24K+ 8.15% |
$461K - $541K
|
29.7K
$8.03M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-20.3K- 11.37% |
$4.19M - $4.92M
|
158K
$42.9M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
136New |
$28.1K - $32.9K
|
136
$36.8K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
CALL |
1.8KNew |
$371K - $436K
|
1.8K
$488K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
21New |
$4.33K - $5.09K
|
21
$5.69K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
702+ 6.89% |
$145K - $170K
|
10.9K
$2.95M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-5.13M- 99.52% |
$1.06B - $1.24B
|
25K
$6.77M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-400- 9.41% |
$82.6K - $96.9K
|
3.85K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
156New |
$32.2K - $37.8K
|
156
$42.3K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-345- 10.8% |
$71.2K - $83.6K
|
2.85K
$772K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.01KNew |
$209K - $245K
|
1.01K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-52.2K- 99.95% |
$10.8M - $12.6M
|
24
$6.5K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-168- 14.38% |
$34.7K - $40.7K
|
1K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
2.51KNew |
$518K - $608K
|
2.51K
$680K
|