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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-299- 48.07% |
$55.1K - $63.1K
|
323
$87.5K
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
3.07KNew |
$565K - $647K
|
3.07K
$831K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.27KNew |
$419K - $480K
|
2.27K
$616K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.43K- 20.05% |
$264K - $303K
|
5.72K
$1.55M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 9.51% |
$18.4K - $21.1K
|
952
$258K
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
1.9KNew |
$350K - $401K
|
1.9K
$515K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-300- 15.81% |
$55.2K - $63.3K
|
1.6K
$433K
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-5.23K- 3.41% |
$962K - $1.1M
|
148K
$40M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
1.52K+ 37.94% |
$279K - $320K
|
5.51K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
40New |
$7.36K - $8.44K
|
40
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.1KNew |
$202K - $231K
|
1.1K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
17.8KNew |
$3.28M - $3.76M
|
17.8K
$4.83M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
89.5K+ 50.46% |
$16.5M - $18.9M
|
267K
$72.3M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 16.67% |
$36.8K - $42.2K
|
1K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-29.9K- 88.73% |
$5.5M - $6.3M
|
3.79K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.88K- 37.12% |
$1.27M - $1.45M
|
11.7K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.72KNew |
$685K - $785K
|
3.72K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
PUT |
-10K- 25.0% |
$1.84M - $2.11M
|
30K
$8.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.56K+ 2.14% |
$1.76M - $2.02M
|
456K
$123M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.8K+ 50.14% |
$10.3M - $11.8M
|
167K
$45.2M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.49K- 48.19% |
$275K - $315K
|
1.6K
$434K
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
1.45M+ 2908.4% |
$268M - $307M
|
1.5M
$407M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.63K+ 0.85% |
$1.22M - $1.4M
|
787K
$213M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.79K+ 504.09% |
$1.07M - $1.22M
|
6.94K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-50- 2.86% |
$9.21K - $10.6K
|
1.7K
$460K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
113+ 6.28% |
$20.8K - $23.8K
|
1.91K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
39+ 2.22% |
$7.18K - $8.23K
|
1.8K
$487K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
PUT |
4KNew |
$736K - $844K
|
4K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-65.2K- 40.84% |
$12M - $13.7M
|
94.4K
$25.6M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-125- 27.78% |
$23K - $26.4K
|
325
$88K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.49% |
$184 - $211
|
206
$55.8K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.47KNew |
$639K - $732K
|
3.47K
$940K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-110- 21.57% |
$20.3K - $23.2K
|
400
$108K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
204+ 7.83% |
$37.6K - $43K
|
2.81K
$761K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.04% |
$184 - $211
|
2.3K
$624K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11+ 61.11% |
$2.03K - $2.32K
|
29
$7.86K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-4- 0.03% |
$736 - $844
|
14.7K
$3.99M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
4.31KNew |
$794K - $910K
|
4.31K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
32.5KNew |
$5.98M - $6.86M
|
32.5K
$8.8M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.05KNew |
$192K - $221K
|
1.05K
$283K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-305- 23.63% |
$56.2K - $64.4K
|
986
$267K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.01KNew |
$186K - $213K
|
1.01K
$274K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
5.15KNew |
$948K - $1.09M
|
5.15K
$1.4M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.68KNew |
$1.23M - $1.41M
|
6.68K
$1.81M
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
39.4KNew |
$7.26M - $8.32M
|
39.4K
$10.7M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
999New |
$184K - $211K
|
999
$271K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-15.2K- 81.31% |
$2.8M - $3.21M
|
3.5K
$948K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
461New |
$84.9K - $97.3K
|
461
$125K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-6- 0.69% |
$1.1K - $1.27K
|
863
$234K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.94K- 10.25% |
$726K - $832K
|
34.5K
$9.35M
|