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 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-96- 2.45% |
$21.1K - $23.2K
|
3.83K
$884K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-100- 6.79% |
$22K - $24.1K
|
1.37K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.48K+ 4.7% |
$546K - $598K
|
55.2K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.16% |
$220 - $241
|
640
$148K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-100- 1.94% |
$22K - $24.1K
|
5.07K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
244New |
$53.7K - $58.9K
|
244
$56.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
422+ 12.32% |
$92.9K - $102K
|
3.85K
$888K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
196+ 2.94% |
$43.2K - $47.3K
|
6.87K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
600+ 4.39% |
$132K - $145K
|
14.3K
$3.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
208+ 0.97% |
$45.8K - $50.2K
|
21.7K
$5.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
756+ 13.19% |
$167K - $183K
|
6.49K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1+ 0.04% |
$220 - $241
|
2.52K
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-131- 1.75% |
$28.9K - $31.6K
|
7.36K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
986New |
$217K - $238K
|
986
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
265+ 12.98% |
$58.4K - $64K
|
2.31K
$532K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-705- 2.65% |
$155K - $170K
|
25.9K
$5.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
101+ 3.0% |
$22.2K - $24.4K
|
3.47K
$800K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
95+ 4.2% |
$20.9K - $22.9K
|
2.36K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.05% |
$220 - $241
|
1.93K
$446K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-58- 2.23% |
$12.8K - $14K
|
2.55K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
903+ 9.33% |
$199K - $218K
|
10.6K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2- 0.09% |
$441 - $483
|
2.17K
$500K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.64K- 8.54% |
$361K - $396K
|
17.6K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
14.1KNew |
$3.11M - $3.41M
|
14.1K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
92+ 3.02% |
$20.3K - $22.2K
|
3.14K
$725K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-25- 0.24% |
$5.51K - $6.04K
|
10.3K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.47K+ 84.02% |
$544K - $597K
|
5.41K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-271- 14.78% |
$59.7K - $65.4K
|
1.56K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
125+ 9.84% |
$27.5K - $30.2K
|
1.4K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-20- 0.28% |
$4.41K - $4.83K
|
7.05K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
251New |
$55.3K - $60.6K
|
251
$57.9K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-390- 7.68% |
$85.9K - $94.2K
|
4.69K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
49+ 0.32% |
$10.8K - $11.8K
|
15.2K
$3.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
7.52K+ 3.59% |
$1.66M - $1.81M
|
217K
$50.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-49- 1.86% |
$10.8K - $11.8K
|
2.58K
$596K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.41K+ 39.23% |
$1.19M - $1.31M
|
19.2K
$4.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-481- 0.41% |
$106K - $116K
|
117K
$26.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-203- 8.36% |
$44.7K - $49K
|
2.23K
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
2.1KNew |
$463K - $507K
|
2.1K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
29.7KNew |
$6.54M - $7.17M
|
29.7K
$6.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.37K+ 58.98% |
$1.62M - $1.78M
|
19.9K
$4.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.96K+ 21.44% |
$2.19M - $2.4M
|
56.4K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
447+ 3.37% |
$98.5K - $108K
|
13.7K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
28+ 12.07% |
$6.17K - $6.76K
|
260
$60K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-71- 3.96% |
$15.6K - $17.1K
|
1.72K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-9.93K- 33.29% |
$2.19M - $2.4M
|
19.9K
$4.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.33K- 1.12% |
$293K - $321K
|
118K
$27.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.17K- 6.49% |
$1.8M - $1.97M
|
118K
$27.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
331+ 9.88% |
$72.9K - $79.9K
|
3.68K
$849K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
12.2K+ 107.63% |
$2.68M - $2.94M
|
23.5K
$5.43M
|