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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
500+ 206.61% |
$103K - $121K
|
742
$174K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
500+ 22.7% |
$103K - $121K
|
2.7K
$633K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
492+ 21.3% |
$102K - $119K
|
2.8K
$656K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
491+ 10.03% |
$101K - $119K
|
5.39K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
484+ 4.31% |
$99.9K - $117K
|
11.7K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
478+ 1.44% |
$98.6K - $116K
|
33.7K
$7.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
475+ 1.22% |
$98K - $115K
|
39.5K
$9.24M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
474+ 11.29% |
$97.8K - $115K
|
4.67K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
463+ 164.18% |
$95.6K - $112K
|
745
$174K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
463+ 8.6% |
$95.6K - $112K
|
5.84K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
453+ 38.95% |
$93.5K - $110K
|
1.62K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
452New |
$93.3K - $109K
|
452
$106K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
451+ 2.92% |
$93.1K - $109K
|
15.9K
$3.73M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
451+ 13.65% |
$93.1K - $109K
|
3.75K
$879K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
448+ 80.87% |
$92.5K - $108K
|
1K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
444+ 85.88% |
$91.6K - $108K
|
961
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
437+ 44.68% |
$90.2K - $106K
|
1.42K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
430+ 0.73% |
$88.7K - $104K
|
59.6K
$13.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
426+ 15.06% |
$87.9K - $103K
|
3.25K
$762K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
425+ 12.7% |
$87.7K - $103K
|
3.77K
$883K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
420+ 14.49% |
$86.7K - $102K
|
3.32K
$777K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
410+ 31.16% |
$84.6K - $99.3K
|
1.73K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
390+ 2.12% |
$80.5K - $94.5K
|
18.8K
$4.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
382+ 7.56% |
$78.8K - $92.5K
|
5.44K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
380+ 23.65% |
$78.4K - $92K
|
1.99K
$465K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
379+ 1.8% |
$78.2K - $91.8K
|
21.4K
$5.01M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
379+ 12.21% |
$78.2K - $91.8K
|
3.48K
$816K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
379+ 9.48% |
$78.2K - $91.8K
|
4.38K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
377+ 2.16% |
$77.8K - $91.3K
|
17.8K
$4.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
375+ 33.45% |
$77.4K - $90.8K
|
1.5K
$350K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
369+ 5.92% |
$76.2K - $89.4K
|
6.6K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
369+ 2.7% |
$76.2K - $89.4K
|
14K
$3.29M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
367+ 160.26% |
$75.7K - $88.9K
|
596
$140K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
359+ 5.41% |
$74.1K - $86.9K
|
6.99K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
355+ 1.81% |
$73.3K - $86K
|
20K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
354+ 29.87% |
$73.1K - $85.7K
|
1.54K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
350+ 2.97% |
$72.2K - $84.8K
|
12.1K
$2.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
343+ 35.11% |
$70.8K - $83.1K
|
1.32K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
341+ 2.92% |
$70.4K - $82.6K
|
12K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
338+ 10.1% |
$69.8K - $81.9K
|
3.69K
$863K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
336+ 4.83% |
$69.3K - $81.4K
|
7.29K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
334+ 5.25% |
$68.9K - $80.9K
|
6.7K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
333+ 3.15% |
$68.7K - $80.6K
|
10.9K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
333+ 2.99% |
$68.7K - $80.6K
|
11.5K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
327+ 14.42% |
$67.5K - $79.2K
|
2.59K
$607K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
326+ 4.48% |
$67.3K - $79K
|
7.6K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
325+ 10.62% |
$67.1K - $78.7K
|
3.39K
$793K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
316+ 0.75% |
$65.2K - $76.5K
|
42.7K
$9.99M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
312+ 1.43% |
$64.4K - $75.6K
|
22.1K
$5.18M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
309+ 19.94% |
$63.8K - $74.8K
|
1.86K
$435K
|