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 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-227- 1.79% |
$46.8K - $55K
|
12.5K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-228- 19.03% |
$47.1K - $55.2K
|
970
$227K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-228- 0.6% |
$47.1K - $55.2K
|
38K
$8.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-230- 14.77% |
$47.5K - $55.7K
|
1.33K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-230- 17.48% |
$47.5K - $55.7K
|
1.09K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-231- 12.32% |
$47.7K - $55.9K
|
1.64K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-231- 14.9% |
$47.7K - $55.9K
|
1.32K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-233- 15.42% |
$48.1K - $56.4K
|
1.28K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-234- 13.4% |
$48.3K - $56.7K
|
1.51K
$354K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-235- 7.94% |
$48.5K - $56.9K
|
2.72K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-235- 4.34% |
$48.5K - $56.9K
|
5.18K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-236- 1.08% |
$48.7K - $57.2K
|
21.6K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-237- 1.45% |
$48.9K - $57.4K
|
16.1K
$3.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-240- 16.24% |
$49.5K - $58.1K
|
1.24K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-242- 6.47% |
$49.9K - $58.6K
|
3.5K
$819K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-244- 9.0% |
$50.4K - $59.1K
|
2.47K
$578K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-245- 29.91% |
$50.6K - $59.3K
|
574
$134K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-246- 3.27% |
$50.8K - $59.6K
|
7.28K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-250- 12.82% |
$51.6K - $60.5K
|
1.7K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-250- 11.89% |
$51.6K - $60.5K
|
1.85K
$434K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-251- 12.2% |
$51.8K - $60.8K
|
1.81K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-254- 6.19% |
$52.4K - $61.5K
|
3.85K
$901K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-255- 7.85% |
$52.6K - $61.8K
|
2.99K
$701K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-256- 13.88% |
$52.8K - $62K
|
1.59K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-257- 19.25% |
$53K - $62.2K
|
1.08K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-261- 2.63% |
$53.9K - $63.2K
|
9.65K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-262- 4.82% |
$54.1K - $63.5K
|
5.18K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-262- 7.27% |
$54.1K - $63.5K
|
3.34K
$783K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-263- 1.81% |
$54.3K - $63.7K
|
14.3K
$3.34M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-265- 3.09% |
$54.7K - $64.2K
|
8.31K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-265- 11.89% |
$54.7K - $64.2K
|
1.96K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-265- 5.06% |
$54.7K - $64.2K
|
4.97K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-266- 5.09% |
$54.9K - $64.4K
|
4.96K
$1.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-267- 1.11% |
$55.1K - $64.7K
|
23.8K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-268- 6.65% |
$55.3K - $64.9K
|
3.76K
$881K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-270- 18.35% |
$55.7K - $65.4K
|
1.2K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-271- 11.53% |
$55.9K - $65.6K
|
2.08K
$487K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-272- 8.62% |
$56.1K - $65.9K
|
2.88K
$675K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-275- 7.57% |
$56.8K - $66.6K
|
3.36K
$786K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-276- 8.44% |
$57K - $66.8K
|
3K
$701K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-280- 0.52% |
$57.8K - $67.8K
|
53.9K
$12.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-280- 0.98% |
$57.8K - $67.8K
|
28.4K
$6.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-283- 74.08% |
$58.4K - $68.5K
|
99
$23.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-286- 0.58% |
$59K - $69.3K
|
49.4K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-291- 0.47% |
$60.1K - $70.5K
|
61.7K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-295- 10.25% |
$60.9K - $71.4K
|
2.58K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-295- 3.78% |
$60.9K - $71.4K
|
7.51K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-297- 0.38% |
$61.3K - $71.9K
|
77.4K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-298- 6.06% |
$61.5K - $72.2K
|
4.62K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-298- 19.79% |
$61.5K - $72.2K
|
1.21K
$283K
|