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 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.01K- 58.13% |
$621K - $729K
|
2.17K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.02K- 26.57% |
$624K - $732K
|
8.36K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.14K- 55.23% |
$649K - $761K
|
2.55K
$597K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-3.16K- 51.17% |
$652K - $765K
|
3.02K
$706K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.22K- 11.12% |
$665K - $780K
|
25.7K
$6.02M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.23K- 19.95% |
$666K - $782K
|
13K
$3.03M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.29K- 23.28% |
$678K - $796K
|
10.8K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-3.29K- 13.16% |
$680K - $797K
|
21.7K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-3.3K- 28.95% |
$681K - $799K
|
8.1K
$1.9M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.31K- 15.66% |
$682K - $801K
|
17.8K
$4.17M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-3.31K- 26.26% |
$683K - $801K
|
9.29K
$2.18M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.33K- 30.82% |
$686K - $805K
|
7.46K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.37K- 3.52% |
$696K - $817K
|
92.4K
$21.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-3.44K- 2.26% |
$709K - $832K
|
148K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-3.44K- 3.59% |
$711K - $834K
|
92.5K
$21.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.47K- 4.74% |
$715K - $839K
|
69.6K
$16.3M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-3.47K- 27.94% |
$717K - $841K
|
8.96K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-3.51K- 30.51% |
$724K - $850K
|
7.99K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.56K- 6.01% |
$734K - $861K
|
55.7K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.59K- 12.24% |
$740K - $868K
|
25.7K
$6.02M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-3.69K- 20.05% |
$762K - $894K
|
14.7K
$3.45M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.81K- 2.76% |
$786K - $922K
|
134K
$31.4M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-3.81K- 62.03% |
$786K - $923K
|
2.33K
$546K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 1.49% |
$795K - $932K
|
255K
$59.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.86K- 13.94% |
$796K - $934K
|
23.8K
$5.58M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.9K- 8.66% |
$805K - $944K
|
41.1K
$9.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.94K- 20.81% |
$813K - $954K
|
15K
$3.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-4.06K- 25.39% |
$837K - $982K
|
11.9K
$2.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.13K- 0.84% |
$853K - $1M
|
486K
$114M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.22K- 12.76% |
$870K - $1.02M
|
28.8K
$6.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.22K- 25.01% |
$871K - $1.02M
|
12.7K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-4.25K- 12.88% |
$876K - $1.03M
|
28.7K
$6.72M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.37K- 11.69% |
$901K - $1.06M
|
33K
$7.72M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.39K- 4.36% |
$906K - $1.06M
|
96.2K
$22.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.42K- 5.63% |
$911K - $1.07M
|
74.1K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.78K- 8.64% |
$986K - $1.16M
|
50.5K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.78K- 0.51% |
$987K - $1.16M
|
940K
$220M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.82K- 23.57% |
$994K - $1.17M
|
15.6K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-4.84K- 17.3% |
$998K - $1.17M
|
23.1K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-4.86K- 30.26% |
$1M - $1.18M
|
11.2K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.88K- 51.36% |
$1.01M - $1.18M
|
4.62K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.9K- 4.12% |
$1.01M - $1.19M
|
114K
$26.7M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.93K- 4.59% |
$1.02M - $1.19M
|
102K
$24M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.02K- 9.26% |
$1.04M - $1.22M
|
49.2K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-5.23K- 9.52% |
$1.08M - $1.27M
|
49.7K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.26K- 16.49% |
$1.08M - $1.27M
|
26.6K
$6.23M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.37K- 22.93% |
$1.11M - $1.3M
|
18.1K
$4.23M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-5.45K- 4.19% |
$1.12M - $1.32M
|
125K
$29.2M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-5.5K- 67.86% |
$1.14M - $1.33M
|
2.61K
$610K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.52K- 2.98% |
$1.14M - $1.34M
|
180K
$42.1M
|