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 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-8- 0.08% |
$1.65K - $1.94K
|
10K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-8- 0.69% |
$1.65K - $1.94K
|
1.14K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-8- 0.19% |
$1.65K - $1.94K
|
4.26K
$998K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-8- 0.21% |
$1.65K - $1.94K
|
3.82K
$894K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-9- 0.42% |
$1.86K - $2.18K
|
2.12K
$496K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-9- 0.03% |
$1.86K - $2.18K
|
25.7K
$6.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 0.36% |
$2.06K - $2.42K
|
2.74K
$642K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-12- 0.45% |
$2.48K - $2.91K
|
2.65K
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-12- 0.62% |
$2.48K - $2.91K
|
1.92K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12- 0.52% |
$2.48K - $2.91K
|
2.29K
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-13- 0.99% |
$2.68K - $3.15K
|
1.3K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-13- 0.6% |
$2.68K - $3.15K
|
2.16K
$506K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-13- 1.13% |
$2.68K - $3.15K
|
1.14K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-15- 0.88% |
$3.1K - $3.63K
|
1.68K
$394K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15- 5.45% |
$3.1K - $3.63K
|
260
$60.9K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15- 0.12% |
$3.1K - $3.63K
|
12.1K
$2.82M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-15- 0.37% |
$3.1K - $3.63K
|
4.04K
$947K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-19- 0.94% |
$3.92K - $4.6K
|
2K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 1.58% |
$4.13K - $4.84K
|
1.24K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-20- 0.11% |
$4.13K - $4.84K
|
19K
$4.44M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-20- 3.71% |
$4.13K - $4.84K
|
519
$122K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-22- 13.58% |
$4.54K - $5.33K
|
140
$32.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-23- 0.06% |
$4.75K - $5.57K
|
38.9K
$9.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-23- 1.17% |
$4.75K - $5.57K
|
1.95K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-23- 1.43% |
$4.75K - $5.57K
|
1.59K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-24- 2.35% |
$4.95K - $5.81K
|
996
$233K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-24- 2.7% |
$4.95K - $5.81K
|
866
$203K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-24- 0.46% |
$4.95K - $5.81K
|
5.21K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-25- 0.18% |
$5.16K - $6.05K
|
13.7K
$3.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-25- 0.41% |
$5.16K - $6.05K
|
6.03K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-25- 0.4% |
$5.16K - $6.05K
|
6.17K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-25- 0.97% |
$5.16K - $6.05K
|
2.56K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-25- 3.65% |
$5.16K - $6.05K
|
659
$154K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-26- 0.68% |
$5.37K - $6.3K
|
3.81K
$893K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-26- 0.23% |
$5.37K - $6.3K
|
11.2K
$2.61M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-26- 86.67% |
$5.37K - $6.3K
|
4
$937
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-26- 3.69% |
$5.37K - $6.3K
|
679
$159K
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-26- 2.31% |
$5.37K - $6.3K
|
1.1K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-26- 0.07% |
$5.37K - $6.3K
|
39.5K
$9.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-28- 3.41% |
$5.78K - $6.78K
|
794
$186K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-28- 0.69% |
$5.78K - $6.78K
|
4.01K
$939K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-28- 39.44% |
$5.78K - $6.78K
|
43
$10.1K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-28- 1.7% |
$5.78K - $6.78K
|
1.62K
$379K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-28- 1.63% |
$5.78K - $6.78K
|
1.69K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-28- 1.89% |
$5.78K - $6.78K
|
1.45K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-29- 17.06% |
$5.99K - $7.02K
|
141
$33K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-29- 1.1% |
$5.99K - $7.02K
|
2.6K
$610K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-30- 2.54% |
$6.19K - $7.27K
|
1.15K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-30- 1.28% |
$6.19K - $7.27K
|
2.31K
$541K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-31- 2.14% |
$6.4K - $7.51K
|
1.42K
$332K
|