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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
91+ 1.71% |
$16.4K - $23K
|
5.42K
$1.47M
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
15.2K+ 37.48% |
$2.74M - $3.85M
|
55.8K
$15.1M
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
2+ 0.16% |
$359 - $506
|
1.25K
$338K
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-333- 2.44% |
$59.9K - $84.3K
|
13.3K
$3.6M
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.01K+ 27.83% |
$181K - $256K
|
4.64K
$1.26M
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
550KNew |
$98.9M - $139M
|
550K
$149M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.85K+ 12.98% |
$1.23M - $1.73M
|
59.6K
$16.1M
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
278+ 0.23% |
$50K - $70.4K
|
122K
$33M
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.47K- 2.45% |
$264K - $373K
|
58.6K
$15.9M
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
791New |
$142K - $200K
|
791
$214K
|
|
Aug 13, 2025
Q2 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
800New |
$144K - $203K
|
800
$217K
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
11.3KNew |
$2.04M - $2.87M
|
11.3K
$3.07M
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-144- 1.31% |
$25.9K - $36.5K
|
10.9K
$2.94M
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
654+ 65.79% |
$118K - $166K
|
1.65K
$446K
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-887- 2.47% |
$159K - $225K
|
35K
$9.48M
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
298New |
$53.6K - $75.5K
|
298
$80.7K
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.07K+ 15.74% |
$1.09M - $1.54M
|
44.6K
$12.1M
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-9.9K- 2.37% |
$1.78M - $2.51M
|
407K
$110M
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-1K- 25.0% |
$180K - $253K
|
3K
$813K
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
857+ 19.48% |
$154K - $217K
|
5.26K
$1.42M
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
790+ 16.35% |
$142K - $200K
|
5.62K
$1.52M
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-81- 33.47% |
$14.6K - $20.5K
|
161
$43.6K
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-125- 6.96% |
$22.5K - $31.7K
|
1.67K
$452K
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
410+ 10.89% |
$73.7K - $104K
|
4.17K
$1.13M
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-75- 1.04% |
$13.5K - $19K
|
7.14K
$1.93M
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-58- 1.91% |
$10.4K - $14.7K
|
2.97K
$805K
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
1.11K+ 5.6% |
$199K - $280K
|
20.9K
$5.65M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-639- 5.57% |
$115K - $162K
|
10.8K
$2.94M
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
903New |
$162K - $229K
|
903
$245K
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
62+ 2.98% |
$11.1K - $15.7K
|
2.14K
$581K
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.76KNew |
$316K - $445K
|
1.76K
$476K
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
3.74K+ 10.63% |
$671K - $946K
|
38.9K
$10.5M
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-15- 0.37% |
$2.7K - $3.8K
|
4.06K
$1.1M
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.29K- 1.1% |
$231K - $326K
|
116K
$31.3M
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.4K+ 21.08% |
$5.29M - $7.45M
|
169K
$45.8M
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
4.5KNew |
$809K - $1.14M
|
4.5K
$1.22M
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
355+ 1.0% |
$63.8K - $89.9K
|
35.8K
$9.7M
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-65- 3.58% |
$11.7K - $16.5K
|
1.75K
$474K
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.62KNew |
$471K - $664K
|
2.62K
$710K
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
65.9K+ 9.88% |
$11.9M - $16.7M
|
733K
$199M
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
208+ 16.73% |
$37.4K - $52.7K
|
1.45K
$393K
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.45K+ 13.77% |
$980K - $1.38M
|
45K
$12.2M
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-516- 13.58% |
$92.7K - $131K
|
3.28K
$890K
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-934- 2.38% |
$168K - $237K
|
38.3K
$10.4M
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
123+ 12.07% |
$22.1K - $31.1K
|
1.14K
$309K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.3K+ 28.51% |
$7.6M - $10.7M
|
190K
$51.6M
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-163- 5.3% |
$29.3K - $41.3K
|
2.92K
$790K
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.67K- 14.04% |
$301K - $424K
|
10.2K
$2.77M
|
|
Aug 13, 2025
Q2 2025
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
17.2KNew |
$3.09M - $4.35M
|
17.2K
$4.66M
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-1.48K- 2.73% |
$266K - $374K
|
52.6K
$14.3M
|