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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
321+ 1.67% |
$57.7K - $81.3K
|
19.5K
$5.29M
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
318+ 0.97% |
$57.2K - $80.5K
|
32.9K
$8.92M
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
318+ 25.36% |
$57.2K - $80.5K
|
1.57K
$426K
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
315+ 954.55% |
$56.6K - $79.8K
|
348
$94.3K
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
311+ 16.83% |
$55.9K - $78.8K
|
2.16K
$585K
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
310+ 7.27% |
$55.7K - $78.5K
|
4.57K
$1.24M
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
305+ 2.68% |
$54.8K - $77.2K
|
11.7K
$3.17M
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
303+ 6.5% |
$54.5K - $76.7K
|
4.97K
$1.35M
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
302+ 5.53% |
$54.3K - $76.5K
|
5.76K
$1.56M
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
300+ 10.7% |
$53.9K - $76K
|
3.1K
$841K
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
299+ 4.78% |
$53.7K - $75.7K
|
6.56K
$1.78M
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
298New |
$53.6K - $75.5K
|
298
$80.7K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
297+ 0.47% |
$53.4K - $75.2K
|
62.9K
$17M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
295+ 0.04% |
$53K - $74.7K
|
835K
$226M
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
294+ 12.56% |
$52.8K - $74.4K
|
2.64K
$714K
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
293+ 4.59% |
$52.7K - $74.2K
|
6.68K
$1.81M
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
285+ 91.94% |
$51.2K - $72.2K
|
595
$161K
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
285+ 11.12% |
$51.2K - $72.2K
|
2.85K
$771K
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
283+ 11.26% |
$50.9K - $71.7K
|
2.8K
$757K
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
282+ 4.13% |
$50.7K - $71.4K
|
7.11K
$1.93M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
282+ 2.92% |
$50.7K - $71.4K
|
9.95K
$2.69M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
280+ 2.57% |
$50.3K - $70.9K
|
11.2K
$3.02M
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
278+ 0.23% |
$50K - $70.4K
|
122K
$33M
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
277+ 1.2% |
$49.8K - $70.1K
|
23.4K
$6.34M
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
277+ 0.76% |
$49.8K - $70.1K
|
36.5K
$9.9M
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
275+ 2.28% |
$49.4K - $69.6K
|
12.3K
$3.34M
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
273+ 1.01% |
$49.1K - $69.1K
|
27.3K
$7.41M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
273+ 6.99% |
$49.1K - $69.1K
|
4.18K
$1.13M
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
272+ 5.5% |
$48.9K - $68.9K
|
5.22K
$1.41M
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
269+ 3.46% |
$48.3K - $68.1K
|
8.04K
$2.18M
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
266+ 0.79% |
$47.8K - $67.4K
|
33.8K
$9.16M
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
266+ 21.16% |
$47.8K - $67.4K
|
1.52K
$413K
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
265+ 16.03% |
$47.6K - $67.1K
|
1.92K
$520K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
264+ 1.66% |
$47.4K - $66.9K
|
16.2K
$4.38M
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
263+ 13.34% |
$47.3K - $66.6K
|
2.24K
$605K
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
262+ 5.05% |
$47.1K - $66.3K
|
5.45K
$1.48M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
258New |
$46.4K - $65.3K
|
258
$69.9K
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
256+ 0.6% |
$46K - $64.8K
|
42.7K
$11.6M
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
255+ 3.25% |
$45.8K - $64.6K
|
8.1K
$2.19M
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
253+ 4.69% |
$45.5K - $64.1K
|
5.65K
$1.53M
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
252+ 10.61% |
$45.3K - $63.8K
|
2.63K
$711K
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
249New |
$44.8K - $63.1K
|
249
$67.4K
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
245+ 5.87% |
$44K - $62K
|
4.42K
$1.2M
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
244+ 7.79% |
$43.9K - $61.8K
|
3.38K
$914K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
240+ 6.86% |
$43.1K - $60.8K
|
3.74K
$1.01M
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
235+ 122.4% |
$42.2K - $59.5K
|
427
$116K
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
235+ 4.77% |
$42.2K - $59.5K
|
5.16K
$1.4M
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
234+ 114.15% |
$42.1K - $59.3K
|
439
$119K
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
233+ 4.32% |
$41.9K - $59K
|
5.62K
$1.52M
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
231+ 2.3% |
$41.5K - $58.5K
|
10.3K
$2.78M
|