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 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.59KNew |
$533K - $626K
|
2.59K
$605K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
2.56K+ 5.28% |
$529K - $620K
|
51.1K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.54K+ 6.38% |
$524K - $615K
|
42.3K
$9.91M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
2.51KNew |
$518K - $608K
|
2.51K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.49K+ 5.41% |
$513K - $602K
|
48.5K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.47K+ 5.06% |
$510K - $598K
|
51.3K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.42K+ 96.03% |
$499K - $585K
|
4.93K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.42K+ 8.33% |
$499K - $585K
|
31.4K
$7.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.39K+ 11.9% |
$493K - $578K
|
22.5K
$5.26M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.36K+ 14.57% |
$486K - $570K
|
18.5K
$4.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.34K+ 28.52% |
$483K - $566K
|
10.5K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.3K+ 1.44% |
$475K - $558K
|
163K
$38.1M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.3K+ 0.82% |
$474K - $556K
|
284K
$66.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.26K+ 10.4% |
$467K - $548K
|
24K
$5.62M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.24KNew |
$462K - $542K
|
2.24K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.24K+ 8.15% |
$461K - $541K
|
29.7K
$6.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.23K+ 2.45% |
$460K - $539K
|
93.2K
$21.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.19K+ 7.71% |
$453K - $531K
|
30.6K
$7.18M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.19K+ 0.86% |
$452K - $530K
|
255K
$59.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.19K+ 4.37% |
$451K - $530K
|
52.3K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
2.16KNew |
$446K - $523K
|
2.16K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 25.71% |
$445K - $523K
|
10.6K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.15KNew |
$443K - $520K
|
2.15K
$503K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.15KNew |
$443K - $519K
|
2.15K
$502K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.14K+ 47.32% |
$441K - $518K
|
6.66K
$1.56M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.11K+ 21.28% |
$435K - $511K
|
12K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.1K+ 11.82% |
$434K - $509K
|
19.9K
$4.66M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.1K+ 4.32% |
$433K - $508K
|
50.6K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.08K+ 10.56% |
$430K - $504K
|
21.8K
$5.11M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$429K - $503K
|
2.08K
$486K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.06K+ 3.25% |
$425K - $499K
|
65.5K
$15.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.05K+ 155.22% |
$423K - $497K
|
3.37K
$790K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.05KNew |
$423K - $496K
|
2.05K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.03K+ 3.85% |
$420K - $492K
|
54.8K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.03K+ 21.56% |
$418K - $491K
|
11.4K
$2.68M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.02K+ 139.76% |
$417K - $489K
|
3.47K
$812K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.02K+ 109.55% |
$416K - $489K
|
3.86K
$904K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.01K+ 2.83% |
$414K - $486K
|
72.9K
$17.1M
|
|
|
May 09, 2025
Q1 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$413K - $484K
|
2K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2K+ 33.31% |
$413K - $484K
|
8K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.99K+ 4.34% |
$410K - $482K
|
47.8K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.98K+ 25.17% |
$409K - $480K
|
9.87K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.98K+ 124.95% |
$408K - $479K
|
3.56K
$834K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.96K+ 5.99% |
$404K - $474K
|
34.6K
$8.1M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.95K+ 12.66% |
$402K - $472K
|
17.4K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.95K+ 143.07% |
$402K - $472K
|
3.31K
$776K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.92K+ 49.65% |
$396K - $464K
|
5.78K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.92K+ 4.22% |
$396K - $464K
|
47.4K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.9K+ 3.56% |
$391K - $459K
|
55.1K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.89K+ 2.31% |
$390K - $457K
|
83.6K
$19.6M
|