Latest Institutional Purchases of Technology Sector Spdr (XLK)
This list provides information on the latest institutional transactions involving Technology Sector Spdr (XLK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
665+ 3.48% |
$137K - $161K
|
19.8K
$5M
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
664+ 1.25% |
$137K - $161K
|
53.8K
$13.6M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
661+ 13.49% |
$136K - $160K
|
5.56K
$1.41M
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
655+ 6.53% |
$135K - $159K
|
10.7K
$2.7M
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
648+ 3.49% |
$134K - $157K
|
19.2K
$4.86M
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
645+ 33.65% |
$133K - $156K
|
2.56K
$648K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
631+ 47.62% |
$130K - $153K
|
1.96K
$495K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
625+ 2.82% |
$129K - $151K
|
22.8K
$5.77M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
610+ 5.72% |
$126K - $148K
|
11.3K
$2.85M
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
604+ 29.75% |
$125K - $146K
|
2.63K
$666K
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
600+ 17.39% |
$124K - $145K
|
4.05K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
595+ 12.32% |
$123K - $144K
|
5.43K
$1.37M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
593+ 7.27% |
$122K - $144K
|
8.75K
$2.21M
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
591New |
$122K - $143K
|
591
$150K
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
591+ 1.96% |
$122K - $143K
|
30.7K
$7.76M
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
579+ 5.15% |
$119K - $140K
|
11.8K
$2.99M
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
576+ 1.04% |
$119K - $139K
|
55.8K
$14.1M
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
575+ 52.18% |
$119K - $139K
|
1.68K
$424K
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
574+ 26.46% |
$118K - $139K
|
2.74K
$694K
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
569+ 13.44% |
$117K - $138K
|
4.8K
$1.22M
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
569+ 1.7% |
$117K - $138K
|
34.1K
$8.63M
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
540+ 2.33% |
$111K - $131K
|
23.7K
$5.99M
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
540+ 59.93% |
$111K - $131K
|
1.44K
$365K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
535+ 6.57% |
$110K - $130K
|
8.68K
$2.2M
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
530+ 1.82% |
$109K - $128K
|
29.6K
$7.49M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
524+ 27.71% |
$108K - $127K
|
2.42K
$611K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
522+ 4.64% |
$108K - $126K
|
11.8K
$2.98M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
518+ 1.85% |
$107K - $125K
|
28.5K
$7.21M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
517+ 0.84% |
$107K - $125K
|
62.3K
$15.8M
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
511+ 7.62% |
$105K - $124K
|
7.22K
$1.83M
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
511+ 3.43% |
$105K - $124K
|
15.4K
$3.89M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
502+ 1.62% |
$104K - $122K
|
31.5K
$7.98M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
500+ 22.7% |
$103K - $121K
|
2.7K
$684K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
500New |
$103K - $121K
|
500
$127K
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
500+ 206.61% |
$103K - $121K
|
742
$188K
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
492+ 21.3% |
$102K - $119K
|
2.8K
$709K
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
491+ 10.03% |
$101K - $119K
|
5.39K
$1.36M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
484+ 4.31% |
$99.9K - $117K
|
11.7K
$2.96M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
478+ 1.44% |
$98.6K - $116K
|
33.7K
$8.52M
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
475+ 1.22% |
$98K - $115K
|
39.5K
$9.99M
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
474+ 11.29% |
$97.8K - $115K
|
4.67K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
463+ 8.6% |
$95.6K - $112K
|
5.84K
$1.48M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
463+ 164.18% |
$95.6K - $112K
|
745
$188K
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
453+ 38.95% |
$93.5K - $110K
|
1.62K
$409K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
452New |
$93.3K - $109K
|
452
$114K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
451+ 13.65% |
$93.1K - $109K
|
3.75K
$950K
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
451+ 2.92% |
$93.1K - $109K
|
15.9K
$4.03M
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
448+ 80.87% |
$92.5K - $108K
|
1K
$254K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
444+ 85.88% |
$91.6K - $108K
|
961
$243K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
437+ 44.68% |
$90.2K - $106K
|
1.42K
$358K
|