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 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
136New |
$28.1K - $32.9K
|
136
$31.8K
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
136+ 15.74% |
$28.1K - $32.9K
|
1K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
135+ 0.82% |
$27.9K - $32.7K
|
16.6K
$3.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
134+ 0.31% |
$27.7K - $32.5K
|
43.7K
$10.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
130+ 2.72% |
$26.8K - $31.5K
|
4.9K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
125+ 3.35% |
$25.8K - $30.3K
|
3.86K
$904K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
124+ 0.55% |
$25.6K - $30K
|
22.7K
$5.32M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
122+ 0.96% |
$25.2K - $29.5K
|
12.8K
$3M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
120+ 2.38% |
$24.8K - $29.1K
|
5.17K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
119+ 2.22% |
$24.6K - $28.8K
|
5.49K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
119+ 1.2% |
$24.6K - $28.8K
|
10K
$2.35M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
118+ 4.97% |
$24.4K - $28.6K
|
2.49K
$584K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
116New |
$23.9K - $28.1K
|
116
$27.2K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
116New |
$23.9K - $28.1K
|
116
$27.2K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113+ 0.77% |
$23.3K - $27.4K
|
14.9K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
112+ 2.91% |
$23.1K - $27.1K
|
3.96K
$927K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
110+ 5.51% |
$22.7K - $26.6K
|
2.11K
$493K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
110+ 11.19% |
$22.7K - $26.6K
|
1.09K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
108+ 1.39% |
$22.3K - $26.2K
|
7.88K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
107+ 5.05% |
$22.1K - $25.9K
|
2.23K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
106+ 0.82% |
$21.9K - $25.7K
|
13K
$3.04M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
106+ 1.01% |
$21.9K - $25.7K
|
10.6K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
106+ 0.59% |
$21.9K - $25.7K
|
18K
$4.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
105+ 5.41% |
$21.7K - $25.4K
|
2.05K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
104+ 0.49% |
$21.5K - $25.2K
|
21.2K
$4.97M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
103+ 1.3% |
$21.3K - $24.9K
|
8.01K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
101+ 7.93% |
$20.8K - $24.5K
|
1.37K
$322K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
100+ 3.52% |
$20.6K - $24.2K
|
2.94K
$688K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
100+ 11.11% |
$20.6K - $24.2K
|
1K
$234K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
98New |
$20.2K - $23.7K
|
98
$22.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
96+ 1.77% |
$19.8K - $23.2K
|
5.51K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
95+ 2.5% |
$19.6K - $23K
|
3.89K
$910K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
94+ 21.86% |
$19.4K - $22.8K
|
524
$123K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
93+ 2.91% |
$19.2K - $22.5K
|
3.29K
$769K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
91+ 3.0% |
$18.8K - $22K
|
3.13K
$733K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
91+ 5.59% |
$18.8K - $22K
|
1.72K
$403K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
90+ 8.71% |
$18.6K - $21.8K
|
1.12K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
90New |
$18.6K - $21.8K
|
90
$21.1K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
90+ 0.6% |
$18.6K - $21.8K
|
15.1K
$3.54M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
89+ 2.29% |
$18.4K - $21.6K
|
3.98K
$933K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
89+ 4.08% |
$18.4K - $21.6K
|
2.27K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
88+ 14.06% |
$18.2K - $21.3K
|
714
$167K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
87+ 3.43% |
$18K - $21.1K
|
2.62K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
87+ 6.46% |
$18K - $21.1K
|
1.43K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
85+ 1.22% |
$17.5K - $20.6K
|
7.08K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
85+ 6.82% |
$17.5K - $20.6K
|
1.33K
$312K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
81+ 27.0% |
$16.7K - $19.6K
|
381
$89.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
80+ 0.97% |
$16.5K - $19.4K
|
8.3K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
80+ 0.67% |
$16.5K - $19.4K
|
12K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
80+ 3.14% |
$16.5K - $19.4K
|
2.63K
$615K
|