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 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-759- 5.86% |
$157K - $184K
|
12.2K
$2.86M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-771- 26.57% |
$159K - $187K
|
2.13K
$499K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-773- 43.5% |
$160K - $187K
|
1K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-774- 5.25% |
$160K - $187K
|
14K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-775- 1.07% |
$160K - $188K
|
71.9K
$16.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-777- 3.33% |
$160K - $188K
|
22.5K
$5.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-789- 8.93% |
$163K - $191K
|
8.05K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-801- 43.51% |
$165K - $194K
|
1.04K
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-805- 1.88% |
$166K - $195K
|
42K
$9.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-808- 12.16% |
$167K - $196K
|
5.84K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-809- 1.8% |
$167K - $196K
|
44.1K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-815- 2.2% |
$168K - $197K
|
36.3K
$8.49M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-817- 6.1% |
$169K - $198K
|
12.6K
$2.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-825- 4.47% |
$170K - $200K
|
17.6K
$4.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-860- 7.96% |
$177K - $208K
|
9.95K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-881- 2.28% |
$182K - $213K
|
37.8K
$8.85M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-886- 6.04% |
$183K - $215K
|
13.8K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-898- 2.76% |
$185K - $217K
|
31.6K
$7.4M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-910- 4.19% |
$188K - $220K
|
20.8K
$4.87M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-920- 1.51% |
$190K - $223K
|
60.1K
$14.1M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-922- 3.45% |
$190K - $223K
|
25.8K
$6.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-929- 6.58% |
$192K - $225K
|
13.2K
$3.09M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-941- 3.53% |
$194K - $228K
|
25.8K
$6.03M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-945- 5.86% |
$195K - $229K
|
15.2K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-947- 2.78% |
$195K - $229K
|
33.1K
$7.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-949- 46.18% |
$196K - $230K
|
1.11K
$259K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-950- 4.29% |
$196K - $230K
|
21.2K
$4.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-955- 24.62% |
$197K - $231K
|
2.92K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-955- 8.03% |
$197K - $231K
|
10.9K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-956- 4.02% |
$197K - $232K
|
22.8K
$5.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-962- 5.87% |
$199K - $233K
|
15.4K
$3.61M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-975- 0.91% |
$201K - $236K
|
106K
$24.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-989- 31.87% |
$204K - $240K
|
2.11K
$495K
|
|
|
May 01, 2025
Q1 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-998- 0.32% |
$206K - $242K
|
312K
$73M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1KClosed |
$206K - $242K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1K- 10.72% |
$207K - $243K
|
8.35K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1K- 22.03% |
$207K - $243K
|
3.55K
$832K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.02K- 4.01% |
$210K - $247K
|
24.4K
$5.72M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1.02K- 50.47% |
$211K - $247K
|
1K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.03K- 64.96% |
$212K - $249K
|
555
$130K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.03K- 4.79% |
$213K - $250K
|
20.5K
$4.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.04K- 12.22% |
$215K - $252K
|
7.48K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.06K- 5.71% |
$218K - $256K
|
17.5K
$4.09M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.07K- 16.22% |
$220K - $258K
|
5.5K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.08K- 5.24% |
$222K - $261K
|
19.5K
$4.55M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.08K- 0.8% |
$223K - $262K
|
134K
$31.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.09K- 8.12% |
$224K - $263K
|
12.3K
$2.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.09K- 26.53% |
$225K - $264K
|
3.02K
$708K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.09K- 24.67% |
$225K - $264K
|
3.33K
$781K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.1K- 13.31% |
$227K - $266K
|
7.17K
$1.68M
|