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 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-299- 1.22% |
$61.7K - $72.4K
|
24.1K
$5.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-300- 16.05% |
$61.9K - $72.7K
|
1.57K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-300- 21.43% |
$61.9K - $72.7K
|
1.1K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-301- 22.26% |
$62.1K - $72.9K
|
1.05K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-307- 1.64% |
$63.4K - $74.3K
|
18.4K
$4.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-307- 8.15% |
$63.4K - $74.3K
|
3.46K
$810K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-307- 0.84% |
$63.4K - $74.3K
|
36.4K
$8.52M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-307- 3.52% |
$63.4K - $74.3K
|
8.41K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-310- 1.52% |
$64K - $75.1K
|
20.1K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-310- 8.97% |
$64K - $75.1K
|
3.15K
$737K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-311- 16.46% |
$64.2K - $75.3K
|
1.58K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-311- 6.34% |
$64.2K - $75.3K
|
4.59K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-315- 12.08% |
$65K - $76.3K
|
2.29K
$537K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-315- 61.17% |
$65K - $76.3K
|
200
$46.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-316- 66.39% |
$65.2K - $76.5K
|
160
$37.5K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-327- 2.91% |
$67.5K - $79.2K
|
10.9K
$2.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-330- 2.36% |
$68.1K - $79.9K
|
13.7K
$3.2M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-331- 9.99% |
$68.3K - $80.2K
|
2.98K
$698K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-335- 2.32% |
$69.1K - $81.1K
|
14.1K
$3.3M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-336- 29.22% |
$69.3K - $81.4K
|
814
$191K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-340- 2.7% |
$70.2K - $82.3K
|
12.3K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-342- 16.55% |
$70.6K - $82.8K
|
1.72K
$404K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-344- 3.54% |
$71K - $83.3K
|
9.38K
$2.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-344- 1.05% |
$71K - $83.3K
|
32.3K
$7.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-344- 11.08% |
$71K - $83.3K
|
2.76K
$647K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-345- 10.8% |
$71.2K - $83.6K
|
2.85K
$667K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-348- 0.42% |
$71.8K - $84.3K
|
82.9K
$19.4M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-348- 54.37% |
$71.8K - $84.3K
|
292
$68.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-350- 18.13% |
$72.2K - $84.8K
|
1.58K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-352- 2.0% |
$72.6K - $85.2K
|
17.2K
$4.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-364- 3.74% |
$75.1K - $88.2K
|
9.36K
$2.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-365- 10.53% |
$75.3K - $88.4K
|
3.1K
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-372- 0.57% |
$76.8K - $90.1K
|
65.2K
$15.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-376- 28.42% |
$77.6K - $91.1K
|
947
$222K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-377- 26.81% |
$77.8K - $91.3K
|
1.03K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-379- 67.92% |
$78.2K - $91.8K
|
179
$41.9K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-382- 3.26% |
$78.8K - $92.5K
|
11.3K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-383- 2.45% |
$79K - $92.8K
|
15.3K
$3.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-386- 3.2% |
$79.7K - $93.5K
|
11.7K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-386- 2.15% |
$79.7K - $93.5K
|
17.6K
$4.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-390- 17.77% |
$80.5K - $94.5K
|
1.81K
$423K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-394- 22.01% |
$81.3K - $95.4K
|
1.4K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-395- 11.76% |
$81.5K - $95.7K
|
2.97K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-396- 28.43% |
$81.7K - $95.9K
|
997
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-399- 20.06% |
$82.3K - $96.6K
|
1.59K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-399- 66.06% |
$82.3K - $96.6K
|
205
$48K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-400- 9.41% |
$82.6K - $96.9K
|
3.85K
$902K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-400- 7.81% |
$82.6K - $96.9K
|
4.72K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-403- 2.89% |
$83.2K - $97.6K
|
13.5K
$3.17M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-403- 12.11% |
$83.2K - $97.6K
|
2.92K
$685K
|