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 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
13.6KNew |
$2.81M - $3.3M
|
13.6K
$3.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
13.6KNew |
$2.8M - $3.28M
|
13.6K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.5K+ 51.81% |
$2.79M - $3.27M
|
39.6K
$9.27M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.5K+ 1.59% |
$2.79M - $3.27M
|
862K
$202M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
13.2K+ 42.44% |
$2.72M - $3.19M
|
44.3K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 1.79% |
$2.67M - $3.13M
|
736K
$172M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.9K+ 23.22% |
$2.66M - $3.13M
|
68.5K
$16M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
12.9K+ 1.97% |
$2.66M - $3.12M
|
667K
$156M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.4K+ 175.89% |
$2.55M - $3M
|
19.4K
$4.54M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
12.3KNew |
$2.53M - $2.97M
|
12.3K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
12.2K+ 39.6% |
$2.52M - $2.95M
|
43K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.2K+ 253.82% |
$2.51M - $2.94M
|
16.9K
$3.97M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
12K+ 2.55% |
$2.48M - $2.91M
|
483K
$113M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
11.9KNew |
$2.46M - $2.88M
|
11.9K
$2.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
11.7K+ 17.91% |
$2.41M - $2.83M
|
77K
$18M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.7K+ 31.67% |
$2.4M - $2.82M
|
48.5K
$11.3M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.4K+ 207.35% |
$2.35M - $2.76M
|
16.9K
$3.96M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
11.3K+ 151.65% |
$2.33M - $2.74M
|
18.7K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.2K+ 3.55% |
$2.31M - $2.72M
|
327K
$76.5M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.1K+ 98.9% |
$2.3M - $2.7M
|
22.4K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11.1K+ 77.84% |
$2.3M - $2.7M
|
25.4K
$5.95M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
11KNew |
$2.27M - $2.66M
|
11K
$2.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7K+ 0.41% |
$2.2M - $2.58M
|
2.58M
$605M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$2.15M - $2.52M
|
10.4K
$2.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.4K+ 7.55% |
$2.14M - $2.51M
|
148K
$34.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 13.57% |
$2.09M - $2.46M
|
84.9K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
10K+ 1701.53% |
$2.07M - $2.43M
|
10.6K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
9.78KNew |
$2.02M - $2.37M
|
9.78K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
9.77KNew |
$2.02M - $2.37M
|
9.77K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
9.63K+ 159.55% |
$1.99M - $2.33M
|
15.7K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.49KNew |
$1.96M - $2.3M
|
9.49K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
9.41K+ 277.71% |
$1.94M - $2.28M
|
12.8K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.07K+ 0.91% |
$1.87M - $2.2M
|
1M
$235M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
8.83K+ 16.63% |
$1.82M - $2.14M
|
61.9K
$14.5M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8.7KNew |
$1.8M - $2.11M
|
8.7K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.67K+ 8.61% |
$1.79M - $2.1M
|
109K
$25.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.57K+ 163.36% |
$1.77M - $2.08M
|
13.8K
$3.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.52K+ 106.98% |
$1.76M - $2.06M
|
16.5K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.28KNew |
$1.71M - $2.01M
|
8.28K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.21K+ 17.63% |
$1.69M - $1.99M
|
54.8K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
8.17K+ 15.9% |
$1.69M - $1.98M
|
59.5K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.1K+ 49.4% |
$1.67M - $1.96M
|
24.5K
$5.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
7.86K+ 62.78% |
$1.62M - $1.9M
|
20.4K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
7.78K+ 4.71% |
$1.6M - $1.88M
|
173K
$40.5M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7.72KNew |
$1.59M - $1.87M
|
7.72K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
7.59K+ 53.4% |
$1.57M - $1.84M
|
21.8K
$5.11M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.36K+ 4.49% |
$1.52M - $1.78M
|
171K
$40.1M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.28KNew |
$1.5M - $1.76M
|
7.28K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.2K+ 552.34% |
$1.49M - $1.74M
|
8.5K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.13K+ 12.68% |
$1.47M - $1.73M
|
63.4K
$14.8M
|