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 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.01K+ 2.38% |
$828K - $972K
|
172K
$40.4M
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4K+ 41.6% |
$826K - $969K
|
13.6K
$3.19M
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
3.88K+ 23.39% |
$800K - $939K
|
20.5K
$4.79M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.85K+ 7.46% |
$795K - $933K
|
55.5K
$13M
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
3.85K+ 105.48% |
$795K - $932K
|
7.5K
$1.76M
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
3.83K+ 179.89% |
$790K - $927K
|
5.96K
$1.39M
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
3.76KNew |
$776K - $911K
|
3.76K
$881K
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.69K+ 16.19% |
$761K - $893K
|
26.5K
$6.19M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.65K+ 86.96% |
$753K - $883K
|
7.84K
$1.84M
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.62K+ 98.83% |
$748K - $878K
|
7.29K
$1.71M
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.62K+ 305.57% |
$747K - $877K
|
4.81K
$1.13M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.49KNew |
$720K - $845K
|
3.49K
$817K
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.49K+ 42.35% |
$719K - $844K
|
11.7K
$2.74M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.45K+ 14.81% |
$712K - $836K
|
26.8K
$6.27M
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
3.4KNew |
$702K - $823K
|
3.4K
$796K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.39K+ 6.01% |
$700K - $821K
|
59.8K
$14M
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.37K+ 176.16% |
$696K - $816K
|
5.28K
$1.24M
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.3K+ 55.6% |
$681K - $800K
|
9.24K
$2.16M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.21K+ 1.79% |
$662K - $777K
|
183K
$42.8M
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.16K+ 3.44% |
$651K - $764K
|
94.8K
$22.2M
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.11KNew |
$642K - $754K
|
3.11K
$729K
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3.11KNew |
$642K - $754K
|
3.11K
$729K
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.1K+ 5.15% |
$640K - $751K
|
63.2K
$14.8M
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.07K+ 39.89% |
$634K - $744K
|
10.8K
$2.52M
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.05K+ 8.1% |
$630K - $739K
|
40.7K
$9.54M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.05K+ 1.73% |
$630K - $739K
|
180K
$42.1M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.04K+ 27.96% |
$627K - $736K
|
13.9K
$3.26M
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
3.04KNew |
$627K - $736K
|
3.04K
$711K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.98KNew |
$615K - $722K
|
2.98K
$698K
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.96K+ 16.83% |
$611K - $717K
|
20.5K
$4.81M
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.96K+ 8.98% |
$610K - $716K
|
35.9K
$8.4M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.95K+ 19.72% |
$610K - $715K
|
17.9K
$4.2M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.93K+ 11.41% |
$605K - $710K
|
28.6K
$6.7M
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.91KNew |
$601K - $705K
|
2.91K
$681K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.9KNew |
$599K - $703K
|
2.9K
$680K
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.9K+ 12.28% |
$598K - $702K
|
26.5K
$6.2M
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.83K+ 56.99% |
$585K - $686K
|
7.8K
$1.83M
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.83KNew |
$584K - $685K
|
2.83K
$662K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.83K+ 139.24% |
$584K - $685K
|
4.86K
$1.14M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.83K+ 2.39% |
$583K - $684K
|
121K
$28.4M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.81K+ 38.7% |
$580K - $681K
|
10.1K
$2.36M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.79K+ 4.13% |
$575K - $674K
|
70.2K
$16.4M
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
2.75K+ 2.57% |
$567K - $665K
|
110K
$25.6M
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.71KNew |
$559K - $656K
|
2.71K
$635K
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
2.67K+ 104.17% |
$551K - $647K
|
5.24K
$1.23M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.66K+ 31.28% |
$549K - $644K
|
11.2K
$2.61M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.66K+ 70.49% |
$549K - $644K
|
6.43K
$1.51M
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.64K+ 150.26% |
$545K - $639K
|
4.4K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.61K+ 52.51% |
$538K - $631K
|
7.57K
$1.77M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.59K+ 1.21% |
$535K - $627K
|
217K
$50.9M
|