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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$429K - $503K
|
2.08K
$563K
|
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$413K - $484K
|
2K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.98K+ 25.17% |
$409K - $480K
|
9.87K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.95K+ 143.07% |
$402K - $472K
|
3.31K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.85K+ 9.71% |
$382K - $448K
|
20.9K
$5.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.81KNew |
$373K - $437K
|
1.81K
$489K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
CALL |
1.8KNew |
$371K - $436K
|
1.8K
$488K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.78KNew |
$367K - $431K
|
1.78K
$482K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.76KNew |
$363K - $426K
|
1.76K
$477K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
1.7K+ 5.28% |
$351K - $412K
|
33.9K
$9.18M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.61K+ 214.29% |
$331K - $389K
|
2.35K
$638K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.6K+ 52.62% |
$330K - $387K
|
4.63K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.56K+ 116.79% |
$322K - $377K
|
2.89K
$783K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$310K - $364K
|
1.5K
$407K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.47KNew |
$304K - $356K
|
1.47K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.45KNew |
$298K - $350K
|
1.45K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.43KNew |
$295K - $346K
|
1.43K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.4KNew |
$289K - $339K
|
1.4K
$379K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.34KNew |
$277K - $325K
|
1.34K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.32K+ 22.64% |
$272K - $319K
|
7.13K
$1.93M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.28K+ 31.2% |
$265K - $310K
|
5.39K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.28KNew |
$263K - $309K
|
1.28K
$345K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$258K - $303K
|
1.25K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
1.24KNew |
$256K - $301K
|
1.24K
$336K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
1.2K+ 90.13% |
$247K - $290K
|
2.52K
$683K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.18KNew |
$243K - $285K
|
1.18K
$319K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.13KNew |
$234K - $275K
|
1.13K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1.13KNew |
$233K - $273K
|
1.13K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.1KNew |
$227K - $267K
|
1.1K
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
PUT |
1.1KNew |
$227K - $266K
|
1.1K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.09KNew |
$225K - $264K
|
1.09K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.09KNew |
$224K - $263K
|
1.09K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
1.08KNew |
$224K - $262K
|
1.08K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.08KNew |
$223K - $262K
|
1.08K
$293K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.01KNew |
$209K - $245K
|
1.01K
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.01KNew |
$208K - $245K
|
1.01K
$274K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
997+ 62.82% |
$206K - $241K
|
2.58K
$700K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
953+ 18.87% |
$197K - $231K
|
6K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
942New |
$194K - $228K
|
942
$255K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
887+ 7.92% |
$183K - $215K
|
12.1K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
856New |
$177K - $207K
|
856
$232K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
771+ 0.97% |
$159K - $187K
|
80.7K
$21.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
761+ 29.24% |
$157K - $184K
|
3.36K
$911K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
730+ 5.31% |
$151K - $177K
|
14.5K
$3.92M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
706+ 70.6% |
$146K - $171K
|
1.71K
$462K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
702+ 6.89% |
$145K - $170K
|
10.9K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
700+ 145.83% |
$144K - $170K
|
1.18K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
574+ 26.46% |
$118K - $139K
|
2.74K
$743K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
569+ 13.44% |
$117K - $138K
|
4.8K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
530+ 1.82% |
$109K - $128K
|
29.6K
$8.02M
|