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
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 2.9% |
$3.92K - $4.6K
|
674
$171K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
18+ 0.1% |
$3.71K - $4.36K
|
18.2K
$4.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
18+ 0.65% |
$3.71K - $4.36K
|
2.79K
$707K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17+ 0.87% |
$3.51K - $4.12K
|
1.98K
$501K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16+ 1.02% |
$3.3K - $3.87K
|
1.58K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
16+ 0.47% |
$3.3K - $3.87K
|
3.39K
$858K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15+ 0.08% |
$3.1K - $3.63K
|
19K
$4.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15+ 1.05% |
$3.1K - $3.63K
|
1.44K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
15+ 3.97% |
$3.1K - $3.63K
|
393
$99.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
15+ 0.6% |
$3.1K - $3.63K
|
2.53K
$640K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14+ 1.47% |
$2.89K - $3.39K
|
964
$244K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
14+ 1.3% |
$2.89K - $3.39K
|
1.09K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
14+ 0.38% |
$2.89K - $3.39K
|
3.69K
$933K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
12+ 1.03% |
$2.48K - $2.91K
|
1.18K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
11+ 0.24% |
$2.27K - $2.66K
|
4.68K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10+ 0.39% |
$2.06K - $2.42K
|
2.58K
$651K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10+ 0.41% |
$2.06K - $2.42K
|
2.47K
$625K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10+ 0.81% |
$2.06K - $2.42K
|
1.24K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$2.06K - $2.42K
|
10
$2.53K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
9New |
$1.86K - $2.18K
|
9
$2.28K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
9+ 20.0% |
$1.86K - $2.18K
|
54
$13.7K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8+ 0.54% |
$1.65K - $1.94K
|
1.48K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.63% |
$1.65K - $1.94K
|
1.27K
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 1.31% |
$1.65K - $1.94K
|
621
$157K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.1% |
$1.44K - $1.7K
|
7.08K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7New |
$1.44K - $1.7K
|
7
$1.77K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.39% |
$1.44K - $1.7K
|
1.81K
$459K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7+ 0.19% |
$1.44K - $1.7K
|
3.76K
$950K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7+ 0.31% |
$1.44K - $1.7K
|
2.26K
$571K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.44K - $1.7K
|
7
$1.77K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 2.09% |
$1.24K - $1.45K
|
293
$74.1K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.13% |
$1.24K - $1.45K
|
4.62K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
6+ 0.55% |
$1.24K - $1.45K
|
1.09K
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.16% |
$1.24K - $1.45K
|
3.86K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
5+ 0.09% |
$1.03K - $1.21K
|
5.59K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.17% |
$1.03K - $1.21K
|
3.03K
$767K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5+ 0.18% |
$1.03K - $1.21K
|
2.8K
$709K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5+ 2.36% |
$1.03K - $1.21K
|
217
$54.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5New |
$1.03K - $1.21K
|
5
$1.27K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.08% |
$1.03K - $1.21K
|
6.03K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
4+ 0.27% |
$826 - $969
|
1.5K
$380K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4+ 0.12% |
$826 - $969
|
3.48K
$881K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4+ 0.14% |
$826 - $969
|
2.91K
$735K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3+ 0.12% |
$619 - $727
|
2.48K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3+ 0.2% |
$619 - $727
|
1.52K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$619 - $727
|
2.05K
$519K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3+ 0.16% |
$619 - $727
|
1.86K
$471K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 0.73% |
$619 - $727
|
416
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$619 - $727
|
3.4K
$859K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3+ 0.09% |
$619 - $727
|
3.22K
$815K
|