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 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-93- 5.29% |
$19.2K - $22.5K
|
1.67K
$390K
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-95- 4.87% |
$19.6K - $23K
|
1.86K
$435K
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-97- 1.69% |
$20K - $23.5K
|
5.66K
$1.32M
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-98- 1.78% |
$20.2K - $23.7K
|
5.4K
$1.26M
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-99- 0.33% |
$20.4K - $24K
|
30.1K
$7.05M
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-99- 0.81% |
$20.4K - $24K
|
12.1K
$2.83M
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 1.53% |
$20.6K - $24.2K
|
6.46K
$1.51M
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-100- 0.75% |
$20.6K - $24.2K
|
13.2K
$3.09M
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-100- 6.08% |
$20.6K - $24.2K
|
1.54K
$362K
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-100- 0.89% |
$20.6K - $24.2K
|
11.1K
$2.61M
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-100- 17.61% |
$20.6K - $24.2K
|
468
$110K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-101- 4.6% |
$20.8K - $24.5K
|
2.09K
$490K
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-102- 13.16% |
$21.1K - $24.7K
|
673
$158K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-103- 1.1% |
$21.3K - $24.9K
|
9.27K
$2.17M
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-105- 4.8% |
$21.7K - $25.4K
|
2.08K
$488K
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-106- 0.38% |
$21.9K - $25.7K
|
27.6K
$6.47M
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-107- 66.88% |
$22.1K - $25.9K
|
53
$12.4K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-108- 1.52% |
$22.3K - $26.2K
|
6.99K
$1.64M
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-110- 66.67% |
$22.7K - $26.6K
|
55
$12.9K
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-111- 4.63% |
$22.9K - $26.9K
|
2.29K
$535K
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-112- 1.5% |
$23.1K - $27.1K
|
7.37K
$1.73M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-113- 3.44% |
$23.3K - $27.4K
|
3.17K
$743K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-116- 1.04% |
$23.9K - $28.1K
|
11K
$2.58M
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-118- 4.29% |
$24.4K - $28.6K
|
2.63K
$616K
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-119- 6.51% |
$24.6K - $28.8K
|
1.71K
$400K
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-120- 1.29% |
$24.8K - $29.1K
|
9.19K
$2.15M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-121- 1.24% |
$25K - $29.3K
|
9.66K
$2.26M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-121- 2.36% |
$25K - $29.3K
|
5.01K
$1.17M
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-124- 9.79% |
$25.6K - $30K
|
1.14K
$267K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-125- 53.65% |
$25.8K - $30.3K
|
108
$25.3K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-126- 10.15% |
$26K - $30.5K
|
1.12K
$261K
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-127- 2.39% |
$26.2K - $30.8K
|
5.18K
$1.21M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-127- 0.58% |
$26.2K - $30.8K
|
21.9K
$5.13M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-130- 1.75% |
$26.8K - $31.5K
|
7.3K
$1.71M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-134- 0.7% |
$27.7K - $32.5K
|
19.1K
$4.48M
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-138- 0.2% |
$28.5K - $33.4K
|
70.4K
$16.5M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-139- 99.29% |
$28.7K - $33.7K
|
1
$234
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-139- 7.33% |
$28.7K - $33.7K
|
1.76K
$411K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-141- 1.47% |
$29.1K - $34.1K
|
9.43K
$2.21M
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-141- 1.04% |
$29.1K - $34.1K
|
13.5K
$3.15M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-141- 2.02% |
$29.1K - $34.1K
|
6.83K
$1.6M
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-144- 1.02% |
$29.7K - $34.9K
|
13.9K
$3.26M
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-145- 3.6% |
$29.9K - $35.1K
|
3.89K
$910K
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-145- 4.45% |
$29.9K - $35.1K
|
3.11K
$728K
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-146- 8.49% |
$30.1K - $35.4K
|
1.57K
$368K
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-148- 7.37% |
$30.5K - $35.8K
|
1.86K
$436K
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-149- 4.83% |
$30.8K - $36.1K
|
2.94K
$688K
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-150- 1.42% |
$31K - $36.3K
|
10.4K
$2.43M
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-150- 1.13% |
$31K - $36.3K
|
13.1K
$3.08M
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-151- 10.51% |
$31.2K - $36.6K
|
1.29K
$301K
|