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 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
PUT |
2.3KNew |
$475K - $557K
|
2.3K
$623K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
65New |
$13.4K - $15.7K
|
65
$17.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-585- 10.39% |
$121K - $142K
|
5.05K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
953+ 18.87% |
$197K - $231K
|
6K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-102- 13.16% |
$21.1K - $24.7K
|
673
$182K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-110- 66.67% |
$22.7K - $26.6K
|
55
$14.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 0.36% |
$2.06K - $2.42K
|
2.74K
$743K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-348- 0.42% |
$71.8K - $84.3K
|
82.9K
$22.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-139- 99.29% |
$28.7K - $33.7K
|
1
$271
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
196New |
$40.5K - $47.5K
|
196
$53.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
14+ 0.38% |
$2.89K - $3.39K
|
3.69K
$999K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.16K- 2.28% |
$445K - $522K
|
92.4K
$25M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.49KNew |
$720K - $845K
|
3.49K
$945K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
85+ 1.22% |
$17.5K - $20.6K
|
7.08K
$1.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37+ 0.2% |
$7.64K - $8.96K
|
18.5K
$5M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.18KNew |
$243K - $285K
|
1.18K
$319K
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-1- 0.46% |
$206 - $242
|
217
$58.8K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-7- 26.92% |
$1.44K - $1.7K
|
19
$5.15K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
700+ 145.83% |
$144K - $170K
|
1.18K
$320K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.2K- 32.1% |
$1.49M - $1.74M
|
15.2K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23- 1.17% |
$4.75K - $5.57K
|
1.95K
$527K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
502+ 1.62% |
$104K - $122K
|
31.5K
$8.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2+ 0.08% |
$413 - $484
|
2.49K
$674K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-501- 0.47% |
$103K - $121K
|
106K
$28.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.08% |
$206 - $242
|
1.25K
$340K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.01K- 70.37% |
$1.45M - $1.7M
|
2.95K
$799K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15- 5.45% |
$3.1K - $3.63K
|
260
$70.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8- 0.69% |
$1.65K - $1.94K
|
1.14K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
452New |
$93.3K - $109K
|
452
$122K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
57+ 407.14% |
$11.8K - $13.8K
|
71
$19.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-103- 1.1% |
$21.3K - $24.9K
|
9.27K
$2.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
78New |
$16.1K - $18.9K
|
78
$21.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
942New |
$194K - $228K
|
942
$255K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-240- 16.24% |
$49.5K - $58.1K
|
1.24K
$335K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-100- 6.08% |
$20.6K - $24.2K
|
1.54K
$418K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-34- 0.92% |
$7.02K - $8.23K
|
3.65K
$990K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
75+ 3.16% |
$15.5K - $18.2K
|
2.45K
$664K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-81- 3.22% |
$16.7K - $19.6K
|
2.44K
$660K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
343+ 35.11% |
$70.8K - $83.1K
|
1.32K
$358K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5New |
$1.03K - $1.21K
|
5
$1.35K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.83K+ 56.99% |
$585K - $686K
|
7.8K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
151+ 4.32% |
$31.2K - $36.6K
|
3.65K
$988K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-214- 1.97% |
$44.2K - $51.8K
|
10.7K
$2.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-3- 0.12% |
$619 - $727
|
2.6K
$705K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.76KNew |
$363K - $426K
|
1.76K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-33- 0.23% |
$6.81K - $7.99K
|
14.6K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-13- 0.99% |
$2.68K - $3.15K
|
1.3K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.22K- 65.68% |
$1.49M - $1.75M
|
3.77K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1.13KNew |
$233K - $273K
|
1.13K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.4KNew |
$289K - $339K
|
1.4K
$379K
|