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 |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
369+ 5.92% |
$76.2K - $89.4K
|
6.6K
$1.5M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
367+ 160.26% |
$75.7K - $88.9K
|
596
$135K
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
359+ 5.41% |
$74.1K - $86.9K
|
6.99K
$1.59M
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
355+ 1.81% |
$73.3K - $86K
|
20K
$4.53M
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
354+ 29.87% |
$73.1K - $85.7K
|
1.54K
$349K
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
350+ 2.97% |
$72.2K - $84.8K
|
12.1K
$2.75M
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
343+ 35.11% |
$70.8K - $83.1K
|
1.32K
$299K
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
341+ 2.92% |
$70.4K - $82.6K
|
12K
$2.73M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
338+ 10.1% |
$69.8K - $81.9K
|
3.69K
$836K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
336+ 4.83% |
$69.3K - $81.4K
|
7.29K
$1.65M
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
334+ 5.25% |
$68.9K - $80.9K
|
6.7K
$1.52M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
333+ 2.99% |
$68.7K - $80.6K
|
11.5K
$2.6M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
333+ 3.15% |
$68.7K - $80.6K
|
10.9K
$2.47M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
327+ 14.42% |
$67.5K - $79.2K
|
2.59K
$588K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
326+ 4.48% |
$67.3K - $79K
|
7.6K
$1.72M
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
325+ 10.62% |
$67.1K - $78.7K
|
3.39K
$768K
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
316+ 0.75% |
$65.2K - $76.5K
|
42.7K
$9.67M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
312+ 1.43% |
$64.4K - $75.6K
|
22.1K
$5.02M
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
309+ 0.59% |
$63.8K - $74.8K
|
52.6K
$11.9M
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
309+ 19.94% |
$63.8K - $74.8K
|
1.86K
$422K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
308+ 375.61% |
$63.6K - $74.6K
|
390
$88.5K
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
307+ 16.67% |
$63.4K - $74.3K
|
2.15K
$487K
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
305+ 7.88% |
$62.9K - $73.9K
|
4.18K
$947K
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
304New |
$62.7K - $73.6K
|
304
$69K
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
303+ 34.16% |
$62.5K - $73.4K
|
1.19K
$270K
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
300New |
$61.9K - $72.7K
|
300
$68K
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
298+ 23.08% |
$61.5K - $72.2K
|
1.59K
$360K
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
286+ 1.43% |
$59K - $69.3K
|
20.3K
$4.61M
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
285+ 4.07% |
$58.8K - $69K
|
7.29K
$1.65M
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
276+ 2.82% |
$57K - $66.8K
|
10.1K
$2.28M
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
275+ 4.99% |
$56.8K - $66.6K
|
5.78K
$1.31M
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
271+ 27.48% |
$55.9K - $65.6K
|
1.26K
$285K
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
266+ 5.41% |
$54.9K - $64.4K
|
5.18K
$1.18M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
260+ 6.67% |
$53.7K - $63K
|
4.16K
$943K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
258+ 28.96% |
$53.2K - $62.5K
|
1.15K
$261K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
258+ 12.1% |
$53.2K - $62.5K
|
2.39K
$542K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
257+ 7.2% |
$53K - $62.2K
|
3.83K
$868K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
250+ 6.7% |
$51.6K - $60.5K
|
3.98K
$904K
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
250+ 4.53% |
$51.6K - $60.5K
|
5.77K
$1.31M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
248+ 8.42% |
$51.2K - $60.1K
|
3.19K
$724K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
247+ 18.94% |
$51K - $59.8K
|
1.55K
$352K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
246+ 0.17% |
$50.8K - $59.6K
|
141K
$32M
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
246+ 2.87% |
$50.8K - $59.6K
|
8.81K
$2M
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
244+ 15.07% |
$50.4K - $59.1K
|
1.86K
$423K
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
243+ 27.9% |
$50.2K - $58.8K
|
1.11K
$253K
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
242+ 6.51% |
$49.9K - $58.6K
|
3.96K
$899K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
241+ 1.57% |
$49.7K - $58.4K
|
15.6K
$3.53M
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
240+ 9.97% |
$49.5K - $58.1K
|
2.65K
$600K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
240+ 1.96% |
$49.5K - $58.1K
|
12.5K
$2.83M
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
236+ 3.32% |
$48.7K - $57.2K
|
7.34K
$1.67M
|