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 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-30- 2.54% |
$6.19K - $7.27K
|
1.15K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-179- 6.21% |
$36.9K - $43.4K
|
2.7K
$732K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-678- 8.65% |
$140K - $164K
|
7.16K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
110+ 5.51% |
$22.7K - $26.6K
|
2.11K
$571K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.17K- 21.87% |
$240K - $282K
|
4.16K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.28KNew |
$263K - $309K
|
1.28K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-257- 19.25% |
$53K - $62.2K
|
1.08K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-13- 0.6% |
$2.68K - $3.15K
|
2.16K
$586K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-82- 2.1% |
$16.9K - $19.9K
|
3.82K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.08KNew |
$223K - $262K
|
1.08K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.78KNew |
$367K - $431K
|
1.78K
$482K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 1.31% |
$1.65K - $1.94K
|
621
$168K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-73- 2.73% |
$15.1K - $17.7K
|
2.6K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-245- 29.91% |
$50.6K - $59.3K
|
574
$155K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
530+ 1.82% |
$109K - $128K
|
29.6K
$8.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$2.06K - $2.42K
|
10
$2.71K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-741- 6.14% |
$153K - $179K
|
11.3K
$3.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
90New |
$18.6K - $21.8K
|
90
$24.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-70- 0.6% |
$14.4K - $17K
|
11.6K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.66K- 7.82% |
$343K - $402K
|
19.6K
$5.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-179- 10.72% |
$36.9K - $43.4K
|
1.49K
$404K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
500+ 206.61% |
$103K - $121K
|
742
$201K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-316- 66.39% |
$65.2K - $76.5K
|
160
$43.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.6K+ 52.62% |
$330K - $387K
|
4.63K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-67- 2.64% |
$13.8K - $16.2K
|
2.47K
$670K
|
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
15KNew |
$3.1M - $3.63M
|
15K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-60- 2.06% |
$12.4K - $14.5K
|
2.85K
$773K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-48- 4.2% |
$9.91K - $11.6K
|
1.1K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
232+ 0.92% |
$47.9K - $56.2K
|
25.4K
$6.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.14% |
$619 - $727
|
2.13K
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.01KNew |
$208K - $245K
|
1.01K
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
14.3KNew |
$2.94M - $3.46M
|
14.3K
$3.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
17.3K+ 33.25% |
$3.56M - $4.18M
|
69.1K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
186+ 7.4% |
$38.4K - $45K
|
2.7K
$731K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.95K- 56.13% |
$402K - $472K
|
1.52K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$619 - $727
|
3.61K
$977K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.91KNew |
$601K - $705K
|
2.91K
$788K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-617- 36.06% |
$127K - $149K
|
1.09K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
23+ 1.26% |
$4.75K - $5.57K
|
1.85K
$502K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-107- 66.88% |
$22.1K - $25.9K
|
53
$14.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
45.9K+ 15283.33% |
$9.46M - $11.1M
|
46.2K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
761+ 29.24% |
$157K - $184K
|
3.36K
$911K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.09% |
$206 - $242
|
1.13K
$305K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-74- 9.0% |
$15.3K - $17.9K
|
748
$203K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
77+ 1.21% |
$15.9K - $18.6K
|
6.44K
$1.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.58K- 6.61% |
$533K - $626K
|
36.5K
$9.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
54.1KNew |
$11.2M - $13.1M
|
54.1K
$14.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-365- 10.53% |
$75.3K - $88.4K
|
3.1K
$840K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.13KNew |
$234K - $275K
|
1.13K
$307K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4+ 0.14% |
$826 - $969
|
2.91K
$787K
|