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 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.44K+ 70.8% |
$439K - $619K
|
5.9K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.21K- 61.72% |
$577K - $812K
|
1.99K
$515K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-218- 4.79% |
$39.2K - $55.2K
|
4.33K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
970New |
$174K - $246K
|
970
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.26K+ 35.84% |
$1.13M - $1.59M
|
23.7K
$6.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-12- 0.07% |
$2.16K - $3.04K
|
17.4K
$4.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
896New |
$161K - $227K
|
896
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-469- 32.39% |
$84.3K - $119K
|
979
$253K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
809New |
$145K - $205K
|
809
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
192+ 0.15% |
$34.5K - $48.6K
|
127K
$32.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.42KNew |
$256K - $360K
|
1.42K
$368K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.56K- 1.91% |
$460K - $649K
|
132K
$34.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.74K+ 22.58% |
$672K - $946K
|
20.3K
$5.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-13- 0.59% |
$2.34K - $3.29K
|
2.19K
$567K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
42+ 5.16% |
$7.55K - $10.6K
|
856
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
417+ 2.41% |
$74.9K - $106K
|
17.7K
$4.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.51KNew |
$630K - $888K
|
3.51K
$907K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-2.05K- 1.53% |
$369K - $520K
|
132K
$34.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 87.09% |
$201K - $284K
|
2.41K
$623K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
264+ 1.66% |
$47.4K - $66.9K
|
16.2K
$4.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.43K- 57.21% |
$437K - $616K
|
1.82K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-25- 2.56% |
$4.49K - $6.33K
|
950
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.39K- 7.92% |
$250K - $352K
|
16.2K
$4.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-141- 3.87% |
$25.3K - $35.7K
|
3.51K
$908K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-30- 2.85% |
$5.39K - $7.6K
|
1.02K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
4+ 0.13% |
$719 - $1.01K
|
2.97K
$768K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-619- 1.58% |
$111K - $157K
|
38.6K
$10M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-456- 25.01% |
$82K - $115K
|
1.37K
$354K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4+ 0.13% |
$719 - $1.01K
|
3.04K
$786K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.21K+ 3.38% |
$398K - $560K
|
67.7K
$17.5M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-120- 3.78% |
$21.6K - $30.4K
|
3.05K
$790K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
607+ 0.37% |
$109K - $154K
|
163K
$42.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.56K+ 1.72% |
$280K - $394K
|
92K
$23.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30+ 500.0% |
$5.39K - $7.6K
|
36
$9.32K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-787- 10.9% |
$141K - $199K
|
6.44K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-148- 12.32% |
$26.6K - $37.5K
|
1.05K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
79+ 5.55% |
$14.2K - $20K
|
1.5K
$389K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-706- 24.17% |
$127K - $179K
|
2.22K
$573K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-18- 3.9% |
$3.24K - $4.56K
|
443
$115K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-575- 11.67% |
$103K - $146K
|
4.35K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
774+ 1.44% |
$139K - $196K
|
54.6K
$14.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
754+ 24.77% |
$136K - $191K
|
3.8K
$983K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
359+ 5.16% |
$64.5K - $90.9K
|
7.31K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.94K- 1.99% |
$349K - $492K
|
95.4K
$24.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-352- 1.6% |
$63.3K - $89.1K
|
21.6K
$5.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
213+ 18.62% |
$38.3K - $53.9K
|
1.36K
$351K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.02K- 14.0% |
$184K - $259K
|
6.27K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.18K+ 3.23% |
$212K - $299K
|
37.8K
$9.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.33K- 11.7% |
$238K - $336K
|
10K
$2.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-875- 33.95% |
$157K - $222K
|
1.7K
$440K
|