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 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
997+ 62.82% |
$206K - $241K
|
2.58K
$700K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-26- 3.69% |
$5.37K - $6.3K
|
679
$184K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.35K- 1.53% |
$279K - $328K
|
87.4K
$23.7M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
1.24KNew |
$256K - $301K
|
1.24K
$336K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-642- 37.02% |
$132K - $155K
|
1.09K
$296K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.47KNew |
$304K - $356K
|
1.47K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.76K- 12.4% |
$363K - $426K
|
12.4K
$3.36M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
730+ 5.31% |
$151K - $177K
|
14.5K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-340- 2.7% |
$70.2K - $82.3K
|
12.3K
$3.32M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
85+ 6.82% |
$17.5K - $20.6K
|
1.33K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-24- 2.7% |
$4.95K - $5.81K
|
866
$235K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
45+ 1.79% |
$9.29K - $10.9K
|
2.57K
$695K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-246- 3.27% |
$50.8K - $59.6K
|
7.28K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-73- 1.81% |
$15.1K - $17.7K
|
3.95K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
304New |
$62.7K - $73.6K
|
304
$82.3K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
100+ 3.52% |
$20.6K - $24.2K
|
2.94K
$796K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
68+ 4.08% |
$14K - $16.5K
|
1.74K
$470K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-3.47K- 27.94% |
$717K - $841K
|
8.96K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.56K+ 116.79% |
$322K - $377K
|
2.89K
$783K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
21.8K+ 131.36% |
$4.5M - $5.28M
|
38.4K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
94+ 21.86% |
$19.4K - $22.8K
|
524
$142K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-148- 7.37% |
$30.5K - $35.8K
|
1.86K
$504K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-251- 12.2% |
$51.8K - $60.8K
|
1.81K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.49KNew |
$1.96M - $2.3M
|
9.49K
$2.57M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-420- 6.4% |
$86.7K - $102K
|
6.14K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
159+ 5.45% |
$32.8K - $38.5K
|
3.08K
$833K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.59KNew |
$533K - $626K
|
2.59K
$700K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.1K+ 98.9% |
$2.3M - $2.7M
|
22.4K
$6.07M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-28- 39.44% |
$5.78K - $6.78K
|
43
$11.6K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
11.9KNew |
$2.46M - $2.88M
|
11.9K
$3.22M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
451+ 13.65% |
$93.1K - $109K
|
3.75K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8.7KNew |
$1.8M - $2.11M
|
8.7K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
118+ 4.97% |
$24.4K - $28.6K
|
2.49K
$675K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.36K+ 14.57% |
$486K - $570K
|
18.5K
$5.02M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
1.08KNew |
$224K - $262K
|
1.08K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-64- 26.23% |
$13.2K - $15.5K
|
180
$48.8K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-85- 4.98% |
$17.5K - $20.6K
|
1.62K
$439K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.34KNew |
$277K - $325K
|
1.34K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
30+ 2.44% |
$6.19K - $7.27K
|
1.26K
$342K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.63% |
$1.65K - $1.94K
|
1.27K
$344K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-33- 8.05% |
$6.81K - $7.99K
|
377
$102K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
22+ 1.94% |
$4.54K - $5.33K
|
1.16K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-26- 86.67% |
$5.37K - $6.3K
|
4
$1.08K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
143+ 0.17% |
$29.5K - $34.6K
|
86.2K
$23.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.81KNew |
$373K - $437K
|
1.81K
$489K
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-145- 4.45% |
$29.9K - $35.1K
|
3.11K
$842K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
186New |
$38.4K - $45K
|
186
$50.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
PUT |
1.1KNew |
$227K - $266K
|
1.1K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-95- 4.87% |
$19.6K - $23K
|
1.86K
$503K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
193+ 9.21% |
$39.8K - $46.7K
|
2.29K
$620K
|