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
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
79+ 5.07% |
$16.3K - $19.1K
|
1.64K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
78+ 0.93% |
$16.1K - $18.9K
|
8.48K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
78New |
$16.1K - $18.9K
|
78
$18.3K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
78+ 3.94% |
$16.1K - $18.9K
|
2.06K
$482K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
77+ 1.21% |
$15.9K - $18.6K
|
6.44K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
77+ 1.98% |
$15.9K - $18.6K
|
3.96K
$927K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
77+ 7.22% |
$15.9K - $18.6K
|
1.14K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
76+ 1.0% |
$15.7K - $18.4K
|
7.7K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
76+ 2.7% |
$15.7K - $18.4K
|
2.89K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
76+ 7.75% |
$15.7K - $18.4K
|
1.06K
$248K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
75+ 6.36% |
$15.5K - $18.2K
|
1.25K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
75+ 3.16% |
$15.5K - $18.2K
|
2.45K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
75+ 0.83% |
$15.5K - $18.2K
|
9.14K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
75+ 6.82% |
$15.5K - $18.2K
|
1.18K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
75+ 0.83% |
$15.5K - $18.2K
|
9.07K
$2.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
74+ 6.78% |
$15.3K - $17.9K
|
1.17K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
74+ 4.47% |
$15.3K - $17.9K
|
1.73K
$405K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
72+ 2.8% |
$14.9K - $17.4K
|
2.65K
$620K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
72+ 2.9% |
$14.9K - $17.4K
|
2.56K
$599K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
69+ 55.65% |
$14.2K - $16.7K
|
193
$45.2K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
68+ 4.08% |
$14K - $16.5K
|
1.74K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
67+ 4.17% |
$13.8K - $16.2K
|
1.67K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
65+ 16.41% |
$13.4K - $15.7K
|
461
$108K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
65+ 1.2% |
$13.4K - $15.7K
|
5.48K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
65New |
$13.4K - $15.7K
|
65
$15.2K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
65+ 2.32% |
$13.4K - $15.7K
|
2.86K
$670K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
63+ 19.57% |
$13K - $15.3K
|
385
$90.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
63+ 0.45% |
$13K - $15.3K
|
14.2K
$3.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
61+ 1.65% |
$12.6K - $14.8K
|
3.76K
$881K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
60+ 5.54% |
$12.4K - $14.5K
|
1.14K
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
59+ 2.44% |
$12.2K - $14.3K
|
2.48K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
59+ 1.45% |
$12.2K - $14.3K
|
4.14K
$970K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
57+ 407.14% |
$11.8K - $13.8K
|
71
$16.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
56+ 1.15% |
$11.6K - $13.6K
|
4.93K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
56+ 1.56% |
$11.6K - $13.6K
|
3.65K
$854K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
56+ 2.48% |
$11.6K - $13.6K
|
2.31K
$541K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
55+ 2.3% |
$11.4K - $13.3K
|
2.45K
$573K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
55+ 1.26% |
$11.4K - $13.3K
|
4.41K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
53+ 5.33% |
$10.9K - $12.8K
|
1.05K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
53+ 2.02% |
$10.9K - $12.8K
|
2.67K
$626K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
52+ 9.52% |
$10.7K - $12.6K
|
598
$140K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
52+ 4.24% |
$10.7K - $12.6K
|
1.28K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
52+ 1.13% |
$10.7K - $12.6K
|
4.66K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
51+ 4.36% |
$10.5K - $12.4K
|
1.22K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
51+ 2.29% |
$10.5K - $12.4K
|
2.28K
$533K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
50New |
$10.3K - $12.1K
|
50
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
50+ 1.28% |
$10.3K - $12.1K
|
3.95K
$924K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
50+ 1.67% |
$10.3K - $12.1K
|
3.04K
$713K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
49+ 0.14% |
$10.1K - $11.9K
|
33.9K
$7.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
49+ 1.13% |
$10.1K - $11.9K
|
4.4K
$1.03M
|