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 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
502+ 1.62% |
$104K - $122K
|
31.5K
$8.54M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
500+ 22.7% |
$103K - $121K
|
2.7K
$732K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
500+ 206.61% |
$103K - $121K
|
742
$201K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
492+ 21.3% |
$102K - $119K
|
2.8K
$759K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
452New |
$93.3K - $109K
|
452
$122K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
451+ 13.65% |
$93.1K - $109K
|
3.75K
$1.02M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
433+ 1.54% |
$89.4K - $105K
|
28.5K
$7.71M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
379+ 9.48% |
$78.2K - $91.8K
|
4.38K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
354+ 29.87% |
$73.1K - $85.7K
|
1.54K
$417K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
350+ 2.97% |
$72.2K - $84.8K
|
12.1K
$3.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
343+ 35.11% |
$70.8K - $83.1K
|
1.32K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
334+ 5.25% |
$68.9K - $80.9K
|
6.7K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
325+ 10.62% |
$67.1K - $78.7K
|
3.39K
$917K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
312+ 1.43% |
$64.4K - $75.6K
|
22.1K
$5.99M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
304New |
$62.7K - $73.6K
|
304
$82.3K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
300New |
$61.9K - $72.7K
|
300
$81.3K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
240+ 9.97% |
$49.5K - $58.1K
|
2.65K
$717K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
240+ 1.96% |
$49.5K - $58.1K
|
12.5K
$3.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
232+ 0.92% |
$47.9K - $56.2K
|
25.4K
$6.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
232+ 9.2% |
$47.9K - $56.2K
|
2.76K
$746K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
218New |
$45K - $52.8K
|
218
$59.1K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
215+ 4.26% |
$44.4K - $52.1K
|
5.26K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
211+ 21.4% |
$43.5K - $51.1K
|
1.2K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
203+ 25.09% |
$41.9K - $49.2K
|
1.01K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
196New |
$40.5K - $47.5K
|
196
$53.1K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
194New |
$40K - $47K
|
194
$52.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
193+ 9.21% |
$39.8K - $46.7K
|
2.29K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
190+ 2.59% |
$39.2K - $46K
|
7.53K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
186New |
$38.4K - $45K
|
186
$50.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
186+ 7.4% |
$38.4K - $45K
|
2.7K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
181New |
$37.4K - $43.8K
|
181
$49K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
176+ 174.26% |
$36.3K - $42.6K
|
277
$75K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
175+ 9.56% |
$36.1K - $42.4K
|
2.01K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
161+ 2.02% |
$33.2K - $39K
|
8.11K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
159+ 5.45% |
$32.8K - $38.5K
|
3.08K
$833K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
157New |
$32.4K - $38K
|
157
$42.5K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
156New |
$32.2K - $37.8K
|
156
$42.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
151+ 4.32% |
$31.2K - $36.6K
|
3.65K
$988K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
143+ 0.17% |
$29.5K - $34.6K
|
86.2K
$23.4M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
136+ 15.74% |
$28.1K - $32.9K
|
1K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
136New |
$28.1K - $32.9K
|
136
$36.8K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
118+ 4.97% |
$24.4K - $28.6K
|
2.49K
$675K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
116New |
$23.9K - $28.1K
|
116
$31.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
110+ 5.51% |
$22.7K - $26.6K
|
2.11K
$571K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
100+ 3.52% |
$20.6K - $24.2K
|
2.94K
$796K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
98New |
$20.2K - $23.7K
|
98
$26.5K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
94+ 21.86% |
$19.4K - $22.8K
|
524
$142K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
90+ 0.6% |
$18.6K - $21.8K
|
15.1K
$4.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
90New |
$18.6K - $21.8K
|
90
$24.4K
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
85+ 6.82% |
$17.5K - $20.6K
|
1.33K
$361K
|