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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.91KNew |
$861K - $944K
|
3.91K
$887K
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.89K+ 4862.5% |
$857K - $939K
|
3.97K
$900K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.19KNew |
$702K - $769K
|
3.19K
$723K
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
3.17KNew |
$698K - $765K
|
3.17K
$719K
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.16KNew |
$697K - $764K
|
3.16K
$718K
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.92KNew |
$642K - $704K
|
2.92K
$662K
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.73K+ 12.44% |
$600K - $658K
|
24.6K
$5.59M
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.69KNew |
$592K - $649K
|
2.69K
$610K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.67KNew |
$588K - $645K
|
2.67K
$606K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.65KNew |
$583K - $639K
|
2.65K
$601K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.57K+ 6.11% |
$565K - $620K
|
44.6K
$10.1M
|
|
Feb 14, 2025
Q4 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
CALL |
2.5KNew |
$551K - $604K
|
2.5K
$567K
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.4KNew |
$529K - $580K
|
2.4K
$545K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.4KNew |
$529K - $580K
|
2.4K
$545K
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.34K+ 10.1% |
$515K - $564K
|
25.5K
$5.78M
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.32K+ 222.46% |
$511K - $560K
|
3.36K
$762K
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.24KNew |
$493K - $541K
|
2.24K
$508K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.18KNew |
$480K - $526K
|
2.18K
$494K
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
2.1KNew |
$463K - $507K
|
2.1K
$476K
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.98KNew |
$436K - $478K
|
1.98K
$449K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.87KNew |
$412K - $451K
|
1.87K
$424K
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.74K+ 195.82% |
$382K - $419K
|
2.62K
$594K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.71KNew |
$376K - $412K
|
1.71K
$387K
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.7KNew |
$374K - $410K
|
1.7K
$386K
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.64KNew |
$361K - $395K
|
1.64K
$372K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.63K+ 4.26% |
$359K - $394K
|
40K
$9.06M
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.46K+ 5.49% |
$322K - $353K
|
28K
$6.36M
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.44KNew |
$316K - $347K
|
1.44K
$326K
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
1.43KNew |
$315K - $345K
|
1.43K
$324K
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.42KNew |
$313K - $344K
|
1.42K
$323K
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.42KNew |
$313K - $344K
|
1.42K
$323K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.36K+ 7.41% |
$300K - $328K
|
19.7K
$4.47M
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
1.35KNew |
$298K - $327K
|
1.35K
$307K
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.32KNew |
$291K - $319K
|
1.32K
$300K
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.28KNew |
$282K - $310K
|
1.28K
$291K
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
1.28KNew |
$281K - $308K
|
1.28K
$289K
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.27K+ 5.64% |
$280K - $307K
|
23.8K
$5.41M
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.24KNew |
$272K - $298K
|
1.24K
$280K
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.22KNew |
$269K - $295K
|
1.22K
$277K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.16KNew |
$256K - $281K
|
1.16K
$264K
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
1.16KNew |
$255K - $279K
|
1.16K
$262K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.09KNew |
$240K - $263K
|
1.09K
$247K
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.08K+ 60.4% |
$237K - $260K
|
2.86K
$649K
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
1.07K+ 13.15% |
$235K - $257K
|
9.17K
$2.08M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.07KNew |
$235K - $257K
|
1.07K
$242K
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.06KNew |
$234K - $256K
|
1.06K
$241K
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.06KNew |
$233K - $256K
|
1.06K
$240K
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.06KNew |
$233K - $255K
|
1.06K
$240K
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.06KNew |
$233K - $255K
|
1.06K
$240K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.06KNew |
$232K - $255K
|
1.06K
$239K
|