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 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
206+ 7.17% |
$42.5K - $49.9K
|
3.08K
$721K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
203+ 25.09% |
$41.9K - $49.2K
|
1.01K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
203+ 1.45% |
$41.9K - $49.2K
|
14.2K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
202+ 0.45% |
$41.7K - $48.9K
|
44.6K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
200+ 9.76% |
$41.3K - $48.4K
|
2.25K
$527K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
200+ 4.27% |
$41.3K - $48.4K
|
4.89K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
197+ 13.09% |
$40.7K - $47.7K
|
1.7K
$399K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
196New |
$40.5K - $47.5K
|
196
$45.9K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
194New |
$40K - $47K
|
194
$45.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
193+ 10.23% |
$39.8K - $46.7K
|
2.08K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
193+ 10.85% |
$39.8K - $46.7K
|
1.97K
$462K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
193+ 9.21% |
$39.8K - $46.7K
|
2.29K
$536K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
193+ 0.79% |
$39.8K - $46.7K
|
24.7K
$5.78M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
193+ 0.86% |
$39.8K - $46.7K
|
22.6K
$5.29M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
190+ 2.59% |
$39.2K - $46K
|
7.53K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
188+ 3.93% |
$38.8K - $45.5K
|
4.98K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
186+ 7.4% |
$38.4K - $45K
|
2.7K
$632K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
186New |
$38.4K - $45K
|
186
$43.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
184+ 8.53% |
$38K - $44.6K
|
2.34K
$548K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
184New |
$38K - $44.6K
|
184
$43.1K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
184+ 3.67% |
$38K - $44.6K
|
5.2K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
181+ 3.03% |
$37.4K - $43.8K
|
6.16K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
181New |
$37.4K - $43.8K
|
181
$42.4K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
180+ 0.57% |
$37.1K - $43.6K
|
32K
$7.49M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
177+ 0.77% |
$36.5K - $42.9K
|
23.3K
$5.46M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
176+ 174.26% |
$36.3K - $42.6K
|
277
$64.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
175+ 9.56% |
$36.1K - $42.4K
|
2.01K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
174+ 0.99% |
$35.9K - $42.1K
|
17.8K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
173+ 0.93% |
$35.7K - $41.9K
|
18.7K
$4.39M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
170+ 0.75% |
$35.1K - $41.2K
|
22.9K
$5.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
169+ 1.22% |
$34.9K - $40.9K
|
14K
$3.28M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
168+ 4.16% |
$34.7K - $40.7K
|
4.21K
$985K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
167+ 3.5% |
$34.5K - $40.4K
|
4.94K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
165+ 0.99% |
$34.1K - $40K
|
16.9K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
161+ 2.02% |
$33.2K - $39K
|
8.11K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
160+ 2.85% |
$33K - $38.7K
|
5.77K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
159+ 5.31% |
$32.8K - $38.5K
|
3.15K
$739K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
159+ 5.45% |
$32.8K - $38.5K
|
3.08K
$721K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
157+ 4.58% |
$32.4K - $38K
|
3.59K
$840K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
156New |
$32.2K - $37.8K
|
156
$36.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
155+ 1.12% |
$32K - $37.5K
|
14K
$3.28M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
155+ 0.8% |
$32K - $37.5K
|
19.5K
$4.56M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
153+ 0.43% |
$31.6K - $37.1K
|
35.4K
$8.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
151+ 4.32% |
$31.2K - $36.6K
|
3.65K
$854K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
150+ 1.64% |
$31K - $36.3K
|
9.29K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
148+ 1.07% |
$30.5K - $35.8K
|
14K
$3.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
147+ 2.4% |
$30.3K - $35.6K
|
6.27K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
143+ 0.17% |
$29.5K - $34.6K
|
86.2K
$20.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
140+ 9.35% |
$28.9K - $33.9K
|
1.64K
$383K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
138+ 6.11% |
$28.5K - $33.4K
|
2.4K
$561K
|