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 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
59+ 2.44% |
$12.2K - $14.3K
|
2.48K
$562K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
57+ 407.14% |
$11.8K - $13.8K
|
71
$16.1K
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
56+ 2.48% |
$11.6K - $13.6K
|
2.31K
$524K
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
56+ 1.56% |
$11.6K - $13.6K
|
3.65K
$828K
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
56+ 1.15% |
$11.6K - $13.6K
|
4.93K
$1.12M
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
55+ 1.26% |
$11.4K - $13.3K
|
4.41K
$1M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
55+ 2.3% |
$11.4K - $13.3K
|
2.45K
$555K
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
53+ 2.02% |
$10.9K - $12.8K
|
2.67K
$606K
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
53+ 5.33% |
$10.9K - $12.8K
|
1.05K
$237K
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
52+ 1.13% |
$10.7K - $12.6K
|
4.66K
$1.06M
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
52+ 4.24% |
$10.7K - $12.6K
|
1.28K
$290K
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
52+ 9.52% |
$10.7K - $12.6K
|
598
$136K
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
51+ 2.29% |
$10.5K - $12.4K
|
2.28K
$516K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
51+ 4.36% |
$10.5K - $12.4K
|
1.22K
$277K
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
50+ 1.67% |
$10.3K - $12.1K
|
3.04K
$690K
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
50+ 1.28% |
$10.3K - $12.1K
|
3.95K
$895K
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
50New |
$10.3K - $12.1K
|
50
$11.3K
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
49+ 1.13% |
$10.1K - $11.9K
|
4.4K
$997K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
49+ 0.14% |
$10.1K - $11.9K
|
33.9K
$7.69M
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
46+ 0.74% |
$9.49K - $11.1K
|
6.23K
$1.41M
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
46+ 1.82% |
$9.49K - $11.1K
|
2.58K
$584K
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
45+ 1.79% |
$9.29K - $10.9K
|
2.57K
$582K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 5.99% |
$9.29K - $10.9K
|
796
$181K
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
42+ 3.95% |
$8.67K - $10.2K
|
1.11K
$251K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 0.31% |
$8.67K - $10.2K
|
13.4K
$3.04M
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
42+ 1.9% |
$8.67K - $10.2K
|
2.26K
$511K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
41New |
$8.46K - $9.93K
|
41
$9.3K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41+ 0.16% |
$8.46K - $9.93K
|
25.6K
$5.8M
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 1.52% |
$8.26K - $9.69K
|
2.67K
$606K
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
39+ 2.4% |
$8.05K - $9.45K
|
1.67K
$378K
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
37+ 2.75% |
$7.64K - $8.96K
|
1.38K
$313K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37+ 0.2% |
$7.64K - $8.96K
|
18.5K
$4.19M
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
36+ 0.1% |
$7.43K - $8.72K
|
36.2K
$8.2M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
35New |
$7.22K - $8.48K
|
35
$7.94K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
35+ 1.9% |
$7.22K - $8.48K
|
1.88K
$426K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
34+ 1.59% |
$7.02K - $8.23K
|
2.17K
$492K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
33+ 0.19% |
$6.81K - $7.99K
|
17.8K
$4.03M
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
33+ 0.22% |
$6.81K - $7.99K
|
14.8K
$3.35M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 0.35% |
$6.6K - $7.75K
|
9.29K
$2.11M
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
32+ 0.73% |
$6.6K - $7.75K
|
4.4K
$998K
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
31+ 2.22% |
$6.4K - $7.51K
|
1.43K
$323K
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
30+ 1.7% |
$6.19K - $7.27K
|
1.8K
$408K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
30+ 0.36% |
$6.19K - $7.27K
|
8.34K
$1.89M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
30+ 2.44% |
$6.19K - $7.27K
|
1.26K
$286K
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
29+ 0.42% |
$5.99K - $7.02K
|
6.86K
$1.56M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
28+ 1.89% |
$5.78K - $6.78K
|
1.51K
$343K
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
27+ 2.03% |
$5.57K - $6.54K
|
1.36K
$308K
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
27+ 0.55% |
$5.57K - $6.54K
|
4.9K
$1.11M
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27+ 0.34% |
$5.57K - $6.54K
|
7.93K
$1.8M
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
25+ 2.63% |
$5.16K - $6.05K
|
975
$221K
|