Purchases and Sales Made in Q1 2025 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q1 2025. The information is specifically focused on institutions that hold shares of TECHNOLOGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
726+ 13.29% |
$150K - $176K
|
6.19K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
725+ 6.5% |
$150K - $176K
|
11.9K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
713+ 13.47% |
$147K - $173K
|
6.01K
$1.41M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
706+ 70.6% |
$146K - $171K
|
1.71K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
704+ 5.27% |
$145K - $170K
|
14.1K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
702+ 6.89% |
$145K - $170K
|
10.9K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
700+ 145.83% |
$144K - $170K
|
1.18K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
693+ 1.3% |
$143K - $168K
|
53.8K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
687+ 4.45% |
$142K - $166K
|
16.1K
$3.77M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
682+ 20.19% |
$141K - $165K
|
4.06K
$951K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
677+ 6.61% |
$140K - $164K
|
10.9K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
676+ 21.81% |
$140K - $164K
|
3.78K
$884K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
666+ 0.84% |
$137K - $161K
|
79.7K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
665+ 3.48% |
$137K - $161K
|
19.8K
$4.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
664+ 1.25% |
$137K - $161K
|
53.8K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
661+ 13.49% |
$136K - $160K
|
5.56K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
656+ 1.11% |
$135K - $159K
|
59.7K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
655+ 6.53% |
$135K - $159K
|
10.7K
$2.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
648+ 3.49% |
$134K - $157K
|
19.2K
$4.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
645+ 33.65% |
$133K - $156K
|
2.56K
$600K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
631+ 47.62% |
$130K - $153K
|
1.96K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
625+ 2.82% |
$129K - $151K
|
22.8K
$5.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
618+ 24.0% |
$128K - $150K
|
3.19K
$748K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
610+ 5.72% |
$126K - $148K
|
11.3K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
604+ 29.75% |
$125K - $146K
|
2.63K
$617K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
600+ 17.39% |
$124K - $145K
|
4.05K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
595+ 12.32% |
$123K - $144K
|
5.43K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
594+ 18.02% |
$123K - $144K
|
3.89K
$911K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
593+ 7.27% |
$122K - $144K
|
8.75K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
591+ 1.96% |
$122K - $143K
|
30.7K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
591New |
$122K - $143K
|
591
$138K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
579+ 5.15% |
$119K - $140K
|
11.8K
$2.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
576+ 1.04% |
$119K - $139K
|
55.8K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
BUY
|
- |
575+ 52.18% |
$119K - $139K
|
1.68K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
574+ 26.46% |
$118K - $139K
|
2.74K
$642K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
569+ 1.7% |
$117K - $138K
|
34.1K
$7.98M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
569+ 13.44% |
$117K - $138K
|
4.8K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
556+ 3.27% |
$115K - $135K
|
17.6K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
540+ 59.93% |
$111K - $131K
|
1.44K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
540+ 2.33% |
$111K - $131K
|
23.7K
$5.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
535+ 6.57% |
$110K - $130K
|
8.68K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
530+ 1.82% |
$109K - $128K
|
29.6K
$6.93M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
530New |
$109K - $128K
|
530
$124K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
524+ 27.71% |
$108K - $127K
|
2.42K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
522+ 4.64% |
$108K - $126K
|
11.8K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
518+ 1.85% |
$107K - $125K
|
28.5K
$6.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
517+ 0.84% |
$107K - $125K
|
62.3K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
511+ 3.43% |
$105K - $124K
|
15.4K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
511+ 7.62% |
$105K - $124K
|
7.22K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
502+ 1.62% |
$104K - $122K
|
31.5K
$7.38M
|