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 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
309+ 0.59% |
$63.8K - $74.8K
|
52.6K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
308+ 375.61% |
$63.6K - $74.6K
|
390
$91.3K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
307+ 16.67% |
$63.4K - $74.3K
|
2.15K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
305+ 7.88% |
$62.9K - $73.9K
|
4.18K
$978K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
304New |
$62.7K - $73.6K
|
304
$71.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
303+ 34.16% |
$62.5K - $73.4K
|
1.19K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
300New |
$61.9K - $72.7K
|
300
$70.2K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
298+ 23.08% |
$61.5K - $72.2K
|
1.59K
$372K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
286+ 1.43% |
$59K - $69.3K
|
20.3K
$4.76M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
285+ 4.07% |
$58.8K - $69K
|
7.29K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
276+ 2.82% |
$57K - $66.8K
|
10.1K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
275+ 4.99% |
$56.8K - $66.6K
|
5.78K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
271+ 27.48% |
$55.9K - $65.6K
|
1.26K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
266+ 5.41% |
$54.9K - $64.4K
|
5.18K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
260+ 6.67% |
$53.7K - $63K
|
4.16K
$973K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
258+ 12.1% |
$53.2K - $62.5K
|
2.39K
$560K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
258+ 28.96% |
$53.2K - $62.5K
|
1.15K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
257+ 7.2% |
$53K - $62.2K
|
3.83K
$896K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
250+ 6.7% |
$51.6K - $60.5K
|
3.98K
$933K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
250+ 4.53% |
$51.6K - $60.5K
|
5.77K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
248+ 8.42% |
$51.2K - $60.1K
|
3.19K
$748K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
247+ 18.94% |
$51K - $59.8K
|
1.55K
$363K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
246+ 2.87% |
$50.8K - $59.6K
|
8.81K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
246+ 0.17% |
$50.8K - $59.6K
|
141K
$33.1M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
244+ 15.07% |
$50.4K - $59.1K
|
1.86K
$436K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
243+ 27.9% |
$50.2K - $58.8K
|
1.11K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
242+ 6.51% |
$49.9K - $58.6K
|
3.96K
$928K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
241+ 1.57% |
$49.7K - $58.4K
|
15.6K
$3.64M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
240+ 1.96% |
$49.5K - $58.1K
|
12.5K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
240+ 9.97% |
$49.5K - $58.1K
|
2.65K
$620K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
236+ 2.12% |
$48.7K - $57.2K
|
11.4K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
236+ 3.32% |
$48.7K - $57.2K
|
7.34K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
235+ 17.28% |
$48.5K - $56.9K
|
1.6K
$373K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
234+ 8.74% |
$48.3K - $56.7K
|
2.91K
$681K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
232+ 9.2% |
$47.9K - $56.2K
|
2.76K
$645K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
232+ 0.92% |
$47.9K - $56.2K
|
25.4K
$5.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
229+ 1.4% |
$47.3K - $55.5K
|
16.6K
$3.88M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
218New |
$45K - $52.8K
|
218
$51K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
218+ 3.47% |
$45K - $52.8K
|
6.51K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
217+ 9.85% |
$44.8K - $52.6K
|
2.42K
$566K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
215+ 4.26% |
$44.4K - $52.1K
|
5.26K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
212+ 3.51% |
$43.8K - $51.3K
|
6.25K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
211+ 21.4% |
$43.5K - $51.1K
|
1.2K
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
210+ 18.5% |
$43.3K - $50.9K
|
1.35K
$315K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
209+ 23.3% |
$43.1K - $50.6K
|
1.11K
$259K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
209+ 4.13% |
$43.1K - $50.6K
|
5.28K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
209+ 0.96% |
$43.1K - $50.6K
|
21.9K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
209+ 8.12% |
$43.1K - $50.6K
|
2.78K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
207+ 2.24% |
$42.7K - $50.1K
|
9.44K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
206New |
$42.5K - $49.9K
|
206
$48.2K
|