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 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-32- 2.64% |
$6.6K - $7.75K
|
1.18K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-32- 2.58% |
$6.6K - $7.75K
|
1.21K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-32- 2.33% |
$6.6K - $7.75K
|
1.34K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-33- 0.12% |
$6.81K - $7.99K
|
27.3K
$6.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-33- 0.23% |
$6.81K - $7.99K
|
14.6K
$3.42M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-33- 8.05% |
$6.81K - $7.99K
|
377
$88.3K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-33- 2.43% |
$6.81K - $7.99K
|
1.33K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-34- 14.29% |
$7.02K - $8.23K
|
204
$47.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-34- 0.92% |
$7.02K - $8.23K
|
3.65K
$855K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-35- 1.57% |
$7.22K - $8.48K
|
2.2K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-35- 1.63% |
$7.22K - $8.48K
|
2.11K
$493K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-36- 0.91% |
$7.43K - $8.72K
|
3.9K
$913K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-36- 0.79% |
$7.43K - $8.72K
|
4.55K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-36- 17.06% |
$7.43K - $8.72K
|
175
$41K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-36- 2.16% |
$7.43K - $8.72K
|
1.63K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-38- 3.53% |
$7.84K - $9.2K
|
1.04K
$244K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-39- 2.47% |
$8.05K - $9.45K
|
1.54K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-39- 1.89% |
$8.05K - $9.45K
|
2.03K
$475K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-40- 2.57% |
$8.26K - $9.69K
|
1.52K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-40- 2.44% |
$8.26K - $9.69K
|
1.6K
$375K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-41- 0.89% |
$8.46K - $9.93K
|
4.55K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-42- 3.43% |
$8.67K - $10.2K
|
1.18K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-42- 1.28% |
$8.67K - $10.2K
|
3.25K
$761K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-42- 1.09% |
$8.67K - $10.2K
|
3.82K
$895K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-43- 0.43% |
$8.87K - $10.4K
|
9.98K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-43- 2.0% |
$8.87K - $10.4K
|
2.11K
$494K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-43- 0.77% |
$8.87K - $10.4K
|
5.52K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-44- 0.37% |
$9.08K - $10.7K
|
11.7K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-45- 2.73% |
$9.29K - $10.9K
|
1.6K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-47- 1.53% |
$9.7K - $11.4K
|
3.02K
$707K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-48- 1.96% |
$9.91K - $11.6K
|
2.41K
$563K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-48- 4.2% |
$9.91K - $11.6K
|
1.1K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-48- 2.63% |
$9.91K - $11.6K
|
1.78K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-48- 1.76% |
$9.91K - $11.6K
|
2.68K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-48- 3.57% |
$9.91K - $11.6K
|
1.3K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 0.67% |
$10.1K - $11.9K
|
7.3K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-49- 0.7% |
$10.1K - $11.9K
|
6.93K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-49- 0.98% |
$10.1K - $11.9K
|
4.95K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-49- 0.8% |
$10.1K - $11.9K
|
6.1K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-49- 0.05% |
$10.1K - $11.9K
|
99.4K
$23.3M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-49Closed |
$10.1K - $11.9K
|
0
$0
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-51- 80.95% |
$10.5K - $12.4K
|
12
$2.81K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-51- 1.62% |
$10.5K - $12.4K
|
3.1K
$725K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-51- 2.05% |
$10.5K - $12.4K
|
2.44K
$570K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-52- 0.17% |
$10.7K - $12.6K
|
30K
$7.04M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-52- 0.61% |
$10.7K - $12.6K
|
8.48K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-53- 2.2% |
$10.9K - $12.8K
|
2.36K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-53- 0.79% |
$10.9K - $12.8K
|
6.62K
$1.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-54- 30.0% |
$11.1K - $13.1K
|
126
$29.5K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-55- 0.74% |
$11.4K - $13.3K
|
7.36K
$1.72M
|