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 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-126- 5.65% |
$22.6K - $31.9K
|
2.1K
$545K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-34- 0.34% |
$6.11K - $8.61K
|
9.95K
$2.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
786+ 4.75% |
$141K - $199K
|
17.4K
$4.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.29K- 5.94% |
$231K - $325K
|
20.3K
$5.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-895- 17.35% |
$161K - $227K
|
4.26K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
6.82K+ 11.01% |
$1.23M - $1.73M
|
68.8K
$17.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-921- 5.24% |
$166K - $233K
|
16.7K
$4.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-13- 0.3% |
$2.34K - $3.29K
|
4.38K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
555+ 7.87% |
$99.8K - $141K
|
7.6K
$1.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
764+ 5.01% |
$137K - $193K
|
16K
$4.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.33K- 14.4% |
$958K - $1.35M
|
31.7K
$8.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-475- 33.08% |
$85.4K - $120K
|
961
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-1- 0.19% |
$180 - $253
|
522
$135K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-108- 7.94% |
$19.4K - $27.3K
|
1.25K
$324K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-24.6K- 57.57% |
$4.41M - $6.22M
|
18.1K
$4.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.04% |
$180 - $253
|
2.26K
$584K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
273+ 6.99% |
$49.1K - $69.1K
|
4.18K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.46K+ 2.5% |
$621K - $875K
|
142K
$36.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.13% |
$539 - $760
|
2.38K
$615K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
845+ 2.02% |
$152K - $214K
|
42.6K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
746+ 3.66% |
$134K - $189K
|
21.1K
$5.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
502+ 14.89% |
$90.2K - $127K
|
3.87K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-509- 3.75% |
$91.5K - $129K
|
13.1K
$3.38M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$539 - $760
|
2.58K
$668K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-32- 2.3% |
$5.75K - $8.1K
|
1.36K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-87- 4.18% |
$15.6K - $22K
|
1.99K
$516K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.6K+ 4.76% |
$2.62M - $3.69M
|
321K
$83M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.31KNew |
$235K - $330K
|
1.31K
$338K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
249New |
$44.8K - $63.1K
|
249
$64.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-210- 1.36% |
$37.7K - $53.2K
|
15.2K
$3.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.52K- 11.2% |
$273K - $385K
|
12.1K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.03% |
$180 - $253
|
2.86K
$740K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.73KNew |
$311K - $438K
|
1.73K
$448K
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
33KNew |
$5.93M - $8.36M
|
33K
$8.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-18.5K- 26.45% |
$3.33M - $4.69M
|
51.4K
$13.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.31K+ 152.51% |
$595K - $838K
|
5.48K
$1.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
19.8K+ 24.29% |
$3.55M - $5.01M
|
101K
$26.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.05% |
$180 - $253
|
2.09K
$541K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.39K- 23.18% |
$250K - $352K
|
4.61K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.37K+ 2.06% |
$425K - $599K
|
117K
$30.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-545- 5.1% |
$98K - $138K
|
10.1K
$2.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
950+ 13.85% |
$171K - $241K
|
7.81K
$2.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
377+ 0.9% |
$67.8K - $95.5K
|
42.4K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
916New |
$165K - $232K
|
916
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-250- 0.93% |
$44.9K - $63.3K
|
26.7K
$6.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
159New |
$28.6K - $40.3K
|
159
$41.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
947+ 37.01% |
$170K - $240K
|
3.51K
$907K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
52+ 4.46% |
$9.35K - $13.2K
|
1.22K
$315K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-6- 0.36% |
$1.08K - $1.52K
|
1.68K
$434K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-242- 13.34% |
$43.5K - $61.3K
|
1.57K
$407K
|