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 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-538- 66.42% |
$111K - $130K
|
272
$63.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-541- 14.7% |
$112K - $131K
|
3.14K
$735K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-542- 19.99% |
$112K - $131K
|
2.17K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-542- 1.79% |
$112K - $131K
|
29.8K
$6.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-550- 13.21% |
$114K - $133K
|
3.61K
$846K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-551- 22.95% |
$114K - $133K
|
1.85K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-556- 1.42% |
$115K - $135K
|
38.6K
$9.03M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-559- 2.27% |
$115K - $135K
|
24.1K
$5.64M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-560- 34.72% |
$116K - $136K
|
1.05K
$247K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-560- 3.82% |
$116K - $136K
|
14.1K
$3.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-565- 19.63% |
$117K - $137K
|
2.31K
$542K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-576- 26.67% |
$119K - $139K
|
1.58K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-585- 10.39% |
$121K - $142K
|
5.05K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-587- 1.47% |
$121K - $142K
|
39.2K
$9.19M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
SELL
|
- |
-588- 12.2% |
$121K - $142K
|
4.23K
$990K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-594- 72.26% |
$123K - $144K
|
228
$53.4K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-596- 2.85% |
$123K - $144K
|
20.3K
$4.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-601- 2.73% |
$124K - $146K
|
21.4K
$5.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-601- 0.86% |
$124K - $146K
|
69.4K
$16.2M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-602- 1.65% |
$124K - $146K
|
35.8K
$8.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-608- 23.59% |
$125K - $147K
|
1.97K
$461K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-613- 1.21% |
$127K - $148K
|
50.2K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-615- 3.18% |
$127K - $149K
|
18.7K
$4.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-617- 36.06% |
$127K - $149K
|
1.09K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-624- 1.63% |
$129K - $151K
|
37.6K
$8.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-625- 5.21% |
$129K - $151K
|
11.4K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-627- 14.64% |
$129K - $152K
|
3.66K
$856K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-629- 6.7% |
$130K - $152K
|
8.76K
$2.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-631- 19.03% |
$130K - $153K
|
2.68K
$628K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-642- 37.02% |
$132K - $155K
|
1.09K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-647- 37.57% |
$134K - $157K
|
1.08K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-650- 1.85% |
$134K - $157K
|
34.4K
$8.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-653- 18.79% |
$135K - $158K
|
2.82K
$661K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-660- 1.34% |
$136K - $160K
|
48.7K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-664- 5.64% |
$137K - $161K
|
11.1K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-664- 85.9% |
$137K - $161K
|
109
$25.5K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-668- 7.76% |
$138K - $162K
|
7.95K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-670- 21.05% |
$138K - $162K
|
2.51K
$588K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-672- 5.51% |
$139K - $163K
|
11.5K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-678- 8.65% |
$140K - $164K
|
7.16K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-689- 9.83% |
$142K - $167K
|
6.32K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-692- 20.74% |
$143K - $168K
|
2.64K
$619K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-720- 29.68% |
$149K - $174K
|
1.71K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-721- 3.67% |
$149K - $175K
|
18.9K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-730- 6.55% |
$151K - $177K
|
10.4K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-739- 10.68% |
$153K - $179K
|
6.18K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-741- 6.14% |
$153K - $179K
|
11.3K
$2.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-746- 42.73% |
$154K - $181K
|
1K
$234K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-748- 5.22% |
$154K - $181K
|
13.6K
$3.18M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-756- 1.26% |
$156K - $183K
|
59.3K
$13.9M
|