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 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
3New |
$539 - $760
|
3
$776
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
92+ 7.62% |
$16.5K - $23.3K
|
1.3K
$336K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.22K- 2.95% |
$219K - $308K
|
40K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
17.3KNew |
$3.1M - $4.37M
|
17.3K
$4.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-6.84K- 80.06% |
$1.23M - $1.73M
|
1.7K
$441K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
222+ 1.52% |
$39.9K - $56.2K
|
14.8K
$3.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 5.05% |
$248K - $350K
|
26K
$6.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
146+ 6.64% |
$26.2K - $37K
|
2.35K
$607K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.17K+ 2.14% |
$391K - $551K
|
104K
$26.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-3- 0.16% |
$539 - $760
|
1.88K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-309- 17.43% |
$55.5K - $78.2K
|
1.46K
$379K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
167+ 4.11% |
$30K - $42.3K
|
4.23K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.1% |
$180 - $253
|
1.01K
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.89K+ 3.9% |
$340K - $479K
|
50.3K
$13M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8+ 0.16% |
$1.44K - $2.03K
|
4.91K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.16K+ 15.73% |
$748K - $1.05M
|
30.6K
$7.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.7K- 49.17% |
$2.27M - $3.2M
|
13.1K
$3.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
337+ 2.62% |
$60.6K - $85.3K
|
13.2K
$3.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-6.47K- 11.99% |
$1.16M - $1.64M
|
47.5K
$12.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-152- 1.96% |
$27.3K - $38.5K
|
7.61K
$1.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.02K+ 39.72% |
$183K - $257K
|
3.57K
$925K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.81K- 6.38% |
$325K - $458K
|
26.6K
$6.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
809New |
$145K - $205K
|
809
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 1.41% |
$7.73K - $10.9K
|
3.09K
$800K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-25.6K- 89.18% |
$4.6M - $6.48M
|
3.11K
$804K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
513+ 51.2% |
$92.2K - $130K
|
1.52K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
115+ 4.98% |
$20.7K - $29.1K
|
2.43K
$628K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
94+ 0.71% |
$16.9K - $23.8K
|
13.3K
$3.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-27- 0.4% |
$4.85K - $6.84K
|
6.73K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-18- 1.0% |
$3.24K - $4.56K
|
1.78K
$461K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3+ 0.17% |
$539 - $760
|
1.77K
$459K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16- 1.01% |
$2.88K - $4.05K
|
1.56K
$404K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
240+ 6.86% |
$43.1K - $60.8K
|
3.74K
$967K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
9.31K+ 66.48% |
$1.67M - $2.36M
|
23.3K
$6.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-20- 0.32% |
$3.59K - $5.06K
|
6.15K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
380+ 2.68% |
$68.3K - $96.2K
|
14.6K
$3.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.98K+ 27.56% |
$357K - $502K
|
9.18K
$2.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.4K+ 23.15% |
$251K - $354K
|
7.43K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-48- 3.93% |
$8.63K - $12.2K
|
1.17K
$304K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
32+ 1.96% |
$5.75K - $8.1K
|
1.67K
$431K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
824New |
$148K - $209K
|
824
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-5.32K- 23.01% |
$955K - $1.35M
|
17.8K
$4.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2+ 0.14% |
$359 - $506
|
1.42K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
585+ 4.1% |
$105K - $148K
|
14.9K
$3.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.1K+ 2.05% |
$198K - $280K
|
55K
$14.2M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.14KNew |
$205K - $289K
|
1.14K
$295K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-125- 11.74% |
$22.5K - $31.7K
|
940
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
865+ 8.67% |
$155K - $219K
|
10.8K
$2.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
269+ 3.46% |
$48.3K - $68.1K
|
8.04K
$2.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
434+ 41.22% |
$78K - $110K
|
1.49K
$385K
|