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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.94K+ 3.93% |
$349K - $492K
|
51.4K
$13.3M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
201+ 4.62% |
$36.1K - $50.9K
|
4.56K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
700+ 21.96% |
$126K - $177K
|
3.89K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.72K+ 8.31% |
$310K - $437K
|
22.5K
$5.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
175K+ 6.49% |
$31.5M - $44.3M
|
2.88M
$744M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
11.6K+ 22.75% |
$2.09M - $2.94M
|
62.7K
$16.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
223+ 1.04% |
$40.1K - $56.5K
|
21.6K
$5.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.02KNew |
$362K - $510K
|
2.02K
$522K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
8KNew |
$1.44M - $2.03M
|
8K
$2.07M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.95K- 4.86% |
$350K - $494K
|
38.1K
$9.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-134- 8.82% |
$24.1K - $33.9K
|
1.39K
$358K
|
|
|
Jul 18, 2025
Q2 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
110+ 9.16% |
$19.8K - $27.9K
|
1.31K
$339K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-50- 2.33% |
$8.99K - $12.7K
|
2.1K
$542K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5- 0.43% |
$899 - $1.27K
|
1.17K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.1% |
$719 - $1.01K
|
4.2K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
463+ 1.45% |
$83.2K - $117K
|
32.4K
$8.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3+ 0.12% |
$539 - $760
|
2.49K
$644K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
286K+ 2340.71% |
$51.5M - $72.5M
|
299K
$77.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
814New |
$146K - $206K
|
814
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-567- 24.31% |
$102K - $144K
|
1.77K
$457K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-392- 16.3% |
$70.5K - $99.3K
|
2.01K
$521K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-91- 3.96% |
$16.4K - $23K
|
2.21K
$572K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
36+ 1.58% |
$6.47K - $9.12K
|
2.31K
$599K
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
1+ 0.01% |
$180 - $253
|
9.19K
$2.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.55% |
$359 - $506
|
363
$93.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
235+ 4.77% |
$42.2K - $59.5K
|
5.16K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
70+ 4.31% |
$12.6K - $17.7K
|
1.69K
$438K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
775+ 5.33% |
$139K - $196K
|
15.3K
$3.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
32.8KNew |
$5.9M - $8.31M
|
32.8K
$8.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-761- 2.73% |
$137K - $193K
|
27.1K
$7.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
849New |
$153K - $215K
|
849
$220K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
SELL
|
- |
-27.9K- 19.38% |
$5.01M - $7.06M
|
116K
$30M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.28K- 9.4% |
$229K - $323K
|
12.3K
$3.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1+ 0.05% |
$180 - $253
|
2.12K
$549K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5.55K+ 155.8% |
$997K - $1.4M
|
9.11K
$2.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-7.99K- 50.02% |
$1.44M - $2.02M
|
7.98K
$2.07M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-8.26K- 25.57% |
$1.49M - $2.09M
|
24K
$6.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
133+ 1.8% |
$23.9K - $33.7K
|
7.5K
$1.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-352- 3.54% |
$63.3K - $89.1K
|
9.59K
$2.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
800New |
$144K - $203K
|
800
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
190K+ 4.11% |
$34.1M - $48.1M
|
4.81M
$1.24B
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
153KNew |
$27.5M - $38.8M
|
153K
$39.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-9- 0.6% |
$1.62K - $2.28K
|
1.5K
$389K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.2K+ 132.52% |
$1.29M - $1.82M
|
12.6K
$3.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-139- 4.43% |
$25K - $35.2K
|
3K
$776K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-1.23K- 19.41% |
$221K - $311K
|
5.1K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-296- 10.72% |
$53.2K - $75K
|
2.47K
$638K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
80+ 36.53% |
$14.4K - $20.3K
|
299
$77.4K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
407+ 2.0% |
$73.2K - $103K
|
20.7K
$5.36M
|