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
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.11K- 0.95% |
$228K - $268K
|
115K
$26.9M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 19.66% |
$229K - $269K
|
4.53K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.11K- 20.31% |
$229K - $269K
|
4.36K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.12K- 24.74% |
$230K - $270K
|
3.39K
$794K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1.13K- 7.62% |
$232K - $272K
|
13.6K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.13K- 10.01% |
$233K - $273K
|
10.1K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.14K- 9.19% |
$235K - $275K
|
11.2K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-1.15K- 7.82% |
$238K - $279K
|
13.6K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.16K- 7.25% |
$240K - $281K
|
14.9K
$3.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.16K- 5.05% |
$240K - $282K
|
21.9K
$5.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.17K- 21.87% |
$240K - $282K
|
4.16K
$974K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.17K- 35.24% |
$241K - $283K
|
2.15K
$502K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.18K- 13.51% |
$244K - $287K
|
7.58K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.18K- 11.34% |
$244K - $287K
|
9.25K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.2K- 0.31% |
$248K - $291K
|
385K
$90.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.2K- 55.38% |
$248K - $292K
|
970
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.24K- 39.41% |
$255K - $300K
|
1.9K
$446K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.25K- 0.87% |
$258K - $303K
|
142K
$33.3M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.27K- 5.19% |
$261K - $306K
|
23.1K
$5.41M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.28K- 28.19% |
$264K - $309K
|
3.25K
$762K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.29K- 6.63% |
$267K - $313K
|
18.2K
$4.26M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.3K- 36.32% |
$268K - $315K
|
2.28K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-1.31K- 42.8% |
$269K - $316K
|
1.74K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.31K- 21.88% |
$271K - $318K
|
4.69K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.33K- 10.19% |
$274K - $321K
|
11.7K
$2.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.35K- 47.96% |
$279K - $327K
|
1.47K
$343K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.35K- 1.53% |
$279K - $328K
|
87.4K
$20.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.41K- 53.13% |
$291K - $341K
|
1.24K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 0.75% |
$296K - $347K
|
189K
$44.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.43K- 11.8% |
$296K - $347K
|
10.7K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.46K- 1.98% |
$300K - $353K
|
72K
$16.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1.47K- 30.13% |
$303K - $355K
|
3.4K
$796K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.47K- 1.19% |
$303K - $356K
|
122K
$28.5M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.48K- 25.35% |
$306K - $359K
|
4.37K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.5K- 2.47% |
$309K - $363K
|
59.1K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.5K- 5.33% |
$310K - $364K
|
26.7K
$6.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.54K- 33.25% |
$317K - $372K
|
3.08K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.54K- 3.77% |
$317K - $372K
|
39.3K
$9.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.57K- 22.58% |
$324K - $381K
|
5.39K
$1.26M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.6K- 4.99% |
$330K - $387K
|
30.4K
$7.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.6K- 2.88% |
$330K - $387K
|
53.9K
$12.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.62K- 5.4% |
$334K - $392K
|
28.4K
$6.65M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.62K- 2.98% |
$335K - $393K
|
52.7K
$12.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 28.67% |
$337K - $395K
|
4.06K
$950K
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.66K- 7.82% |
$343K - $402K
|
19.6K
$4.58M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-1.68K- 39.37% |
$346K - $406K
|
2.58K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.74K- 15.98% |
$360K - $422K
|
9.17K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.75K- 4.13% |
$360K - $423K
|
40.5K
$9.47M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.76K- 12.4% |
$363K - $426K
|
12.4K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 4.72% |
$380K - $446K
|
37.1K
$8.69M
|