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 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-55- 2.84% |
$11.4K - $13.3K
|
1.88K
$440K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-55- 4.91% |
$11.4K - $13.3K
|
1.07K
$249K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-57- 1.64% |
$11.8K - $13.8K
|
3.41K
$798K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-57- 0.53% |
$11.8K - $13.8K
|
10.7K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-57- 0.54% |
$11.8K - $13.8K
|
10.6K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-58- 3.06% |
$12K - $14K
|
1.84K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-58- 0.6% |
$12K - $14K
|
9.68K
$2.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-60- 0.36% |
$12.4K - $14.5K
|
16.4K
$3.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-60- 2.06% |
$12.4K - $14.5K
|
2.85K
$668K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-60- 23.08% |
$12.4K - $14.5K
|
200
$46.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-61- 0.9% |
$12.6K - $14.8K
|
6.75K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-62- 0.72% |
$12.8K - $15K
|
8.54K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-62- 1.48% |
$12.8K - $15K
|
4.13K
$968K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-63- 5.82% |
$13K - $15.3K
|
1.02K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-64- 26.23% |
$13.2K - $15.5K
|
180
$42.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-64- 1.02% |
$13.2K - $15.5K
|
6.24K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-67- 2.64% |
$13.8K - $16.2K
|
2.47K
$579K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-67- 0.57% |
$13.8K - $16.2K
|
11.6K
$2.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-70- 4.61% |
$14.4K - $17K
|
1.45K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-70- 0.6% |
$14.4K - $17K
|
11.6K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-73- 2.73% |
$15.1K - $17.7K
|
2.6K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-73- 1.81% |
$15.1K - $17.7K
|
3.95K
$925K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-74- 0.24% |
$15.3K - $17.9K
|
30.2K
$7.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-74- 9.0% |
$15.3K - $17.9K
|
748
$175K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-76- 5.06% |
$15.7K - $18.4K
|
1.43K
$334K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-77- 1.46% |
$15.9K - $18.6K
|
5.18K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-77- 0.79% |
$15.9K - $18.6K
|
9.73K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-78- 0.39% |
$16.1K - $18.9K
|
20K
$4.68M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-80- 0.56% |
$16.5K - $19.4K
|
14.2K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-80- 32.26% |
$16.5K - $19.4K
|
168
$39.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-81- 3.22% |
$16.7K - $19.6K
|
2.44K
$570K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-81- 0.91% |
$16.7K - $19.6K
|
8.77K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-82- 2.1% |
$16.9K - $19.9K
|
3.82K
$894K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-83- 6.04% |
$17.1K - $20.1K
|
1.29K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-83- 2.96% |
$17.1K - $20.1K
|
2.72K
$637K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-84- 6.2% |
$17.3K - $20.3K
|
1.27K
$298K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-85- 4.98% |
$17.5K - $20.6K
|
1.62K
$380K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-85- 0.88% |
$17.5K - $20.6K
|
9.55K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-85- 20.73% |
$17.5K - $20.6K
|
325
$76.1K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-85- 8.61% |
$17.5K - $20.6K
|
902
$211K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-86- 0.09% |
$17.7K - $20.8K
|
97.4K
$22.8M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-87- 6.5% |
$18K - $21.1K
|
1.25K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-87- 6.09% |
$18K - $21.1K
|
1.34K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-89- 6.07% |
$18.4K - $21.6K
|
1.38K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-90- 1.98% |
$18.6K - $21.8K
|
4.46K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-91- 0.2% |
$18.8K - $22K
|
45.3K
$10.6M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-92- 0.96% |
$19K - $22.3K
|
9.45K
$2.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-93- 0.92% |
$19.2K - $22.5K
|
9.98K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-93- 3.89% |
$19.2K - $22.5K
|
2.3K
$539K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-93- 7.27% |
$19.2K - $22.5K
|
1.19K
$278K
|