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 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.99K+ 9.95% |
$358K - $504K
|
22K
$5.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.03KNew |
$185K - $261K
|
1.03K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-101- 3.47% |
$18.2K - $25.6K
|
2.81K
$727K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
21+ 1.99% |
$3.77K - $5.32K
|
1.08K
$279K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
5.72K+ 21.03% |
$1.03M - $1.45M
|
32.9K
$8.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-7.1K- 4.74% |
$1.28M - $1.8M
|
142K
$36.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
979New |
$176K - $248K
|
979
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-138- 8.41% |
$24.8K - $34.9K
|
1.5K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.13% |
$899 - $1.27K
|
3.83K
$990K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-605- 4.27% |
$109K - $153K
|
13.6K
$3.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-799- 38.43% |
$144K - $202K
|
1.28K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 1.63% |
$1.98K - $2.79K
|
663
$172K
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
6+ 0.26% |
$1.08K - $1.52K
|
2.29K
$593K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-259- 2.08% |
$46.6K - $65.6K
|
12.2K
$3.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
11.9K+ 3.1% |
$2.15M - $3.02M
|
397K
$103M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1- 0.56% |
$180 - $253
|
176
$45.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.69KNew |
$303K - $427K
|
1.69K
$437K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.44K+ 4.7% |
$259K - $365K
|
32.1K
$8.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-20- 1.53% |
$3.59K - $5.06K
|
1.29K
$333K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20.9K+ 444.49% |
$3.75M - $5.28M
|
25.5K
$6.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-35- 2.36% |
$6.29K - $8.86K
|
1.45K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-148- 1.06% |
$26.6K - $37.5K
|
13.8K
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-2.03K- 4.99% |
$366K - $515K
|
38.7K
$10M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
62.9K+ 34.81% |
$11.3M - $15.9M
|
244K
$63M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
543+ 7.88% |
$97.6K - $138K
|
7.44K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.6K- 22.7% |
$826K - $1.16M
|
15.7K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-477- 6.66% |
$85.7K - $121K
|
6.69K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-16- 0.16% |
$2.88K - $4.05K
|
9.88K
$2.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-110- 1.08% |
$19.8K - $27.9K
|
10.1K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-251- 9.92% |
$45.1K - $63.6K
|
2.28K
$590K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-469- 5.95% |
$84.3K - $119K
|
7.41K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
963New |
$173K - $244K
|
963
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-368- 1.34% |
$66.1K - $93.2K
|
27.1K
$7.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-65- 0.56% |
$11.7K - $16.5K
|
11.6K
$3.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
930New |
$167K - $236K
|
930
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
188+ 11.24% |
$33.8K - $47.6K
|
1.86K
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
36+ 3.54% |
$6.47K - $9.12K
|
1.05K
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
923+ 36.32% |
$166K - $234K
|
3.46K
$897K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
310+ 7.27% |
$55.7K - $78.5K
|
4.57K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-163- 1.46% |
$29.3K - $41.3K
|
11K
$2.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
830New |
$149K - $210K
|
830
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
51+ 4.67% |
$9.17K - $12.9K
|
1.14K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-300- 8.31% |
$53.9K - $76K
|
3.31K
$857K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.05% |
$1.8K - $2.53K
|
18.3K
$4.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
9.71KNew |
$1.74M - $2.46M
|
9.71K
$2.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.07K- 10.63% |
$372K - $524K
|
17.4K
$4.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$180 - $253
|
1.55K
$402K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 11.58% |
$292K - $411K
|
15.6K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
706+ 88.92% |
$127K - $179K
|
1.5K
$388K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-273- 5.74% |
$49.1K - $69.1K
|
4.48K
$1.16M
|