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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
241+ 16.94% |
$53.1K - $58.2K
|
1.66K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
215+ 9.11% |
$47.4K - $51.9K
|
2.57K
$584K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
211New |
$46.5K - $50.9K
|
211
$47.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
192New |
$42.3K - $46.4K
|
192
$43.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
165+ 82.5% |
$36.3K - $39.8K
|
365
$82.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
164New |
$36.1K - $39.6K
|
164
$37.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
155+ 14.14% |
$34.1K - $37.4K
|
1.25K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
150New |
$33K - $36.2K
|
150
$34K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
145+ 1.45% |
$31.9K - $35K
|
10.2K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
141New |
$31.1K - $34K
|
141
$32K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
138+ 14.89% |
$30.4K - $33.3K
|
1.07K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
131New |
$28.9K - $31.6K
|
131
$29.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
125+ 9.84% |
$27.5K - $30.2K
|
1.4K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
119+ 119.0% |
$26.2K - $28.7K
|
219
$49.7K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
109New |
$24K - $26.3K
|
109
$24.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
107+ 6.34% |
$23.6K - $25.8K
|
1.8K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
104+ 11.12% |
$22.9K - $25.1K
|
1.04K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$22K - $24.1K
|
100
$22.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$22K - $24.1K
|
100
$22.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 0.62% |
$22K - $24.1K
|
16.2K
$3.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
100New |
$22K - $24.1K
|
100
$22.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
96+ 0.45% |
$21.1K - $23.2K
|
21.6K
$4.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
90+ 2.9% |
$19.8K - $21.7K
|
3.2K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
90+ 1.09% |
$19.8K - $21.7K
|
8.34K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
89New |
$19.6K - $21.5K
|
89
$20.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
84+ 0.64% |
$18.5K - $20.3K
|
13.1K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
81New |
$17.8K - $19.6K
|
81
$18.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
70+ 2.87% |
$15.4K - $16.9K
|
2.51K
$568K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
62New |
$13.7K - $15K
|
62
$14.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
62New |
$13.7K - $15K
|
62
$14.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
60+ 4.92% |
$13.2K - $14.5K
|
1.28K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
57New |
$12.6K - $13.8K
|
57
$12.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
56New |
$12.3K - $13.5K
|
56
$12.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
55+ 2.44% |
$12.1K - $13.3K
|
2.31K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
53+ 4.26% |
$11.7K - $12.8K
|
1.3K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
50+ 3.84% |
$11K - $12.1K
|
1.35K
$307K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
49+ 4.6% |
$10.8K - $11.8K
|
1.11K
$253K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47New |
$10.4K - $11.3K
|
47
$10.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
45+ 1.17% |
$9.91K - $10.9K
|
3.91K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
35+ 0.88% |
$7.71K - $8.45K
|
4K
$908K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
33New |
$7.27K - $7.97K
|
33
$7.48K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
31+ 1.47% |
$6.83K - $7.48K
|
2.13K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
31New |
$6.83K - $7.48K
|
31
$7.03K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
30+ 3.91% |
$6.61K - $7.24K
|
798
$181K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
29New |
$6.39K - $7K
|
29
$6.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
26New |
$5.73K - $6.28K
|
26
$5.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
26+ 2.57% |
$5.73K - $6.28K
|
1.04K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
26+ 1.47% |
$5.73K - $6.28K
|
1.8K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
25New |
$5.51K - $6.04K
|
25
$5.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
22New |
$4.85K - $5.31K
|
22
$4.99K
|