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
|
Carret Asset Management, LLC
|
BUY
|
- |
16+ 0.47% |
$3.3K - $3.87K
|
3.39K
$794K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16+ 1.02% |
$3.3K - $3.87K
|
1.58K
$370K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
15+ 0.1% |
$3.1K - $3.63K
|
15.2K
$3.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
15+ 0.6% |
$3.1K - $3.63K
|
2.53K
$593K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
15+ 3.97% |
$3.1K - $3.63K
|
393
$92K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15+ 1.05% |
$3.1K - $3.63K
|
1.44K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15+ 0.08% |
$3.1K - $3.63K
|
19K
$4.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
14+ 0.38% |
$2.89K - $3.39K
|
3.69K
$864K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
14+ 1.3% |
$2.89K - $3.39K
|
1.09K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14+ 1.47% |
$2.89K - $3.39K
|
964
$226K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
12+ 1.03% |
$2.48K - $2.91K
|
1.18K
$276K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.24% |
$2.27K - $2.66K
|
4.67K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
11+ 0.24% |
$2.27K - $2.66K
|
4.68K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$2.06K - $2.42K
|
10
$2.34K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
10+ 0.81% |
$2.06K - $2.42K
|
1.24K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10+ 0.41% |
$2.06K - $2.42K
|
2.47K
$579K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10+ 0.39% |
$2.06K - $2.42K
|
2.58K
$603K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
9+ 20.0% |
$1.86K - $2.18K
|
54
$12.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 1.31% |
$1.65K - $1.94K
|
621
$145K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.63% |
$1.65K - $1.94K
|
1.27K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8+ 0.54% |
$1.65K - $1.94K
|
1.48K
$347K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.44K - $1.7K
|
7
$1.64K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7+ 0.31% |
$1.44K - $1.7K
|
2.26K
$529K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7+ 0.19% |
$1.44K - $1.7K
|
3.76K
$880K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.39% |
$1.44K - $1.7K
|
1.81K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7New |
$1.44K - $1.7K
|
7
$1.64K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.1% |
$1.44K - $1.7K
|
7.08K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
6+ 0.55% |
$1.24K - $1.45K
|
1.09K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.16% |
$1.24K - $1.45K
|
3.86K
$904K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.13% |
$1.24K - $1.45K
|
4.62K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 2.09% |
$1.24K - $1.45K
|
293
$68.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.08% |
$1.03K - $1.21K
|
6.03K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5New |
$1.03K - $1.21K
|
5
$1.17K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5+ 2.36% |
$1.03K - $1.21K
|
217
$50.8K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5+ 0.18% |
$1.03K - $1.21K
|
2.8K
$657K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.17% |
$1.03K - $1.21K
|
3.03K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
5+ 0.09% |
$1.03K - $1.21K
|
5.59K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4+ 0.14% |
$826 - $969
|
2.91K
$680K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4+ 0.12% |
$826 - $969
|
3.48K
$815K
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
4+ 0.27% |
$826 - $969
|
1.5K
$352K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3+ 0.11% |
$619 - $727
|
2.69K
$630K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3+ 0.1% |
$619 - $727
|
2.91K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$619 - $727
|
3.61K
$845K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.14% |
$619 - $727
|
2.13K
$499K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3+ 0.16% |
$619 - $727
|
1.83K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$619 - $727
|
3.4K
$795K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3+ 0.22% |
$619 - $727
|
1.39K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3+ 0.09% |
$619 - $727
|
3.22K
$755K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 0.73% |
$619 - $727
|
416
$97.4K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3+ 0.16% |
$619 - $727
|
1.86K
$436K
|