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 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
6.8K+ 2.28% |
$1.4M - $1.65M
|
305K
$71.5M
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
6.66K+ 14.68% |
$1.37M - $1.61M
|
52K
$12.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
6.55K+ 5.12% |
$1.35M - $1.59M
|
134K
$31.5M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.55KNew |
$1.35M - $1.59M
|
6.55K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.35K+ 3.1% |
$1.31M - $1.54M
|
211K
$49.4M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
6.28KNew |
$1.3M - $1.52M
|
6.28K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.24KNew |
$1.29M - $1.51M
|
6.24K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.1K+ 13.25% |
$1.26M - $1.48M
|
52.1K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.01K+ 2.73% |
$1.24M - $1.46M
|
226K
$52.9M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.97K+ 22.66% |
$1.23M - $1.45M
|
32.3K
$7.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
5.96K+ 10.83% |
$1.23M - $1.44M
|
61K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.94K+ 19.12% |
$1.23M - $1.44M
|
37K
$8.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.92KNew |
$1.22M - $1.43M
|
5.92K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.83K+ 179.46% |
$1.2M - $1.41M
|
9.08K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.8KNew |
$1.2M - $1.4M
|
5.8K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.74K+ 0.84% |
$1.18M - $1.39M
|
691K
$162M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
5.67K+ 17.99% |
$1.17M - $1.37M
|
37.2K
$8.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.6K+ 17.41% |
$1.16M - $1.36M
|
37.8K
$8.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
5.55K+ 4.59% |
$1.15M - $1.34M
|
126K
$29.6M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.49K+ 9.09% |
$1.13M - $1.33M
|
65.9K
$15.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
5.46KNew |
$1.13M - $1.32M
|
5.46K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5.35KNew |
$1.1M - $1.3M
|
5.35K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.03KNew |
$1.04M - $1.22M
|
5.03K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
5KNew |
$1.03M - $1.21M
|
5K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.95KNew |
$1.02M - $1.2M
|
4.95K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
4.95KNew |
$1.02M - $1.2M
|
4.95K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.87K+ 8.6% |
$1M - $1.18M
|
61.5K
$14.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.87K+ 29.73% |
$1M - $1.18M
|
21.2K
$4.97M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4.83KNew |
$997K - $1.17M
|
4.83K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.77K+ 30.89% |
$983K - $1.15M
|
20.2K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
4.76K+ 246.25% |
$982K - $1.15M
|
6.69K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.74K+ 49.89% |
$979K - $1.15M
|
14.3K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
4.67K+ 7.81% |
$964K - $1.13M
|
64.5K
$15.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
4.66K+ 35.93% |
$962K - $1.13M
|
17.6K
$4.13M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
4.64KNew |
$958K - $1.12M
|
4.64K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
4.64KNew |
$957K - $1.12M
|
4.64K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$949K - $1.11M
|
4.6K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.49K+ 39.67% |
$927K - $1.09M
|
15.8K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.48KNew |
$925K - $1.09M
|
4.48K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4.47KNew |
$922K - $1.08M
|
4.47K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
4.36K+ 51.31% |
$900K - $1.06M
|
12.9K
$3.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4.32K+ 24.29% |
$891K - $1.05M
|
22.1K
$5.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.3K+ 13.32% |
$887K - $1.04M
|
36.6K
$8.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
4.25KNew |
$878K - $1.03M
|
4.25K
$996K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.21K+ 74.14% |
$869K - $1.02M
|
9.89K
$2.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.21K+ 358.04% |
$868K - $1.02M
|
5.38K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.2K+ 5.24% |
$867K - $1.02M
|
84.4K
$19.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
4.18KNew |
$862K - $1.01M
|
4.18K
$978K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.05K+ 19.25% |
$836K - $981K
|
25.1K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.05K+ 2.9% |
$835K - $980K
|
144K
$33.6M
|