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 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.49K+ 5.41% |
$513K - $602K
|
48.5K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.47K+ 5.06% |
$510K - $598K
|
51.3K
$13M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.42K+ 8.33% |
$499K - $585K
|
31.4K
$7.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.42K+ 96.03% |
$499K - $585K
|
4.93K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.39K+ 11.9% |
$493K - $578K
|
22.5K
$5.68M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.36K+ 14.57% |
$486K - $570K
|
18.5K
$4.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.3K+ 1.44% |
$475K - $558K
|
163K
$41.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
PUT |
2.3KNew |
$475K - $557K
|
2.3K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.3K+ 0.82% |
$474K - $556K
|
284K
$71.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.26K+ 10.4% |
$467K - $548K
|
24K
$6.08M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.24KNew |
$462K - $542K
|
2.24K
$566K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.24K+ 8.15% |
$461K - $541K
|
29.7K
$7.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.23K+ 2.45% |
$460K - $539K
|
93.2K
$23.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.19K+ 7.71% |
$453K - $531K
|
30.6K
$7.75M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.19K+ 0.86% |
$452K - $530K
|
255K
$64.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.19K+ 4.37% |
$451K - $530K
|
52.3K
$13.2M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
2.16KNew |
$446K - $523K
|
2.16K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 25.71% |
$445K - $523K
|
10.6K
$2.67M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.15KNew |
$443K - $520K
|
2.15K
$543K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.15KNew |
$443K - $519K
|
2.15K
$543K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.14K+ 47.32% |
$441K - $518K
|
6.66K
$1.68M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.11K+ 21.28% |
$435K - $511K
|
12K
$3.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.1K+ 11.82% |
$434K - $509K
|
19.9K
$5.03M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.1K+ 4.32% |
$433K - $508K
|
50.6K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.08K+ 10.56% |
$430K - $504K
|
21.8K
$5.52M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$429K - $503K
|
2.08K
$525K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.06K+ 3.25% |
$425K - $499K
|
65.5K
$16.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.05K+ 155.22% |
$423K - $497K
|
3.37K
$854K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.05KNew |
$423K - $496K
|
2.05K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.03K+ 3.85% |
$420K - $492K
|
54.8K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.03K+ 21.56% |
$418K - $491K
|
11.4K
$2.89M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.02K+ 139.76% |
$417K - $489K
|
3.47K
$877K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.02K+ 109.55% |
$416K - $489K
|
3.86K
$977K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.01K+ 2.83% |
$414K - $486K
|
72.9K
$18.4M
|
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$413K - $484K
|
2K
$506K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2K+ 33.31% |
$413K - $484K
|
8K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.99K+ 4.34% |
$410K - $482K
|
47.8K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.98K+ 25.17% |
$409K - $480K
|
9.87K
$2.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.98K+ 124.95% |
$408K - $479K
|
3.56K
$901K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.96K+ 5.99% |
$404K - $474K
|
34.6K
$8.75M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.95K+ 143.07% |
$402K - $472K
|
3.31K
$838K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.95K+ 12.66% |
$402K - $472K
|
17.4K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.92K+ 4.22% |
$396K - $464K
|
47.4K
$12M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.92K+ 49.65% |
$396K - $464K
|
5.78K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.9K+ 3.56% |
$391K - $459K
|
55.1K
$13.9M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.89K+ 2.31% |
$390K - $457K
|
83.6K
$21.2M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.87K+ 20.1% |
$386K - $453K
|
11.2K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.85K+ 9.71% |
$382K - $448K
|
20.9K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.85K+ 2.08% |
$381K - $447K
|
90.4K
$22.9M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.83K+ 30.79% |
$377K - $442K
|
7.76K
$1.96M
|