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 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.87K+ 20.1% |
$386K - $453K
|
11.2K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.85K+ 9.71% |
$382K - $448K
|
20.9K
$4.89M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.85K+ 2.08% |
$381K - $447K
|
90.4K
$21.2M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.83K+ 30.79% |
$377K - $442K
|
7.76K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.81K+ 99.34% |
$373K - $438K
|
3.63K
$849K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.81KNew |
$373K - $437K
|
1.81K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.78KNew |
$367K - $431K
|
1.78K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.76K+ 13.81% |
$364K - $427K
|
14.5K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.76KNew |
$363K - $426K
|
1.76K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.73K+ 5.56% |
$357K - $419K
|
32.9K
$7.69M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.72K+ 23.26% |
$356K - $417K
|
9.13K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.69K+ 3.57% |
$350K - $410K
|
49.1K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 20.13% |
$349K - $410K
|
10.1K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.69K+ 17.79% |
$348K - $408K
|
11.2K
$2.61M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.69K+ 32.92% |
$348K - $408K
|
6.8K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.67K+ 11.6% |
$345K - $404K
|
16.1K
$3.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.64K+ 178.09% |
$339K - $398K
|
2.56K
$600K
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.64KNew |
$337K - $396K
|
1.64K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
1.61KNew |
$332K - $390K
|
1.61K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.61K+ 214.29% |
$331K - $389K
|
2.35K
$551K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.6K+ 28.12% |
$330K - $388K
|
7.3K
$1.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.6K+ 52.62% |
$330K - $387K
|
4.63K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.59K+ 10.92% |
$327K - $384K
|
16.1K
$3.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.58K+ 11.8% |
$326K - $382K
|
15K
$3.5M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
1.57KNew |
$323K - $379K
|
1.57K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 8.55% |
$323K - $379K
|
19.9K
$4.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.56KNew |
$322K - $378K
|
1.56K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.56K+ 116.79% |
$322K - $377K
|
2.89K
$677K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.55K+ 8.71% |
$320K - $376K
|
19.4K
$4.53M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.54K+ 3.99% |
$317K - $372K
|
40.1K
$9.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.53K+ 5.62% |
$315K - $370K
|
28.7K
$6.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.52K+ 10.56% |
$314K - $368K
|
15.9K
$3.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$310K - $364K
|
1.5K
$352K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 9.75% |
$309K - $363K
|
16.9K
$3.95M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.49KNew |
$307K - $360K
|
1.49K
$348K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.47KNew |
$304K - $356K
|
1.47K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.45KNew |
$298K - $350K
|
1.45K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 2.75% |
$298K - $349K
|
53.9K
$12.6M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.43K+ 66.4% |
$295K - $347K
|
3.59K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.43KNew |
$295K - $346K
|
1.43K
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.4KNew |
$289K - $339K
|
1.4K
$328K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.38K+ 0.71% |
$284K - $333K
|
194K
$45.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.37K+ 3.59% |
$283K - $333K
|
39.6K
$9.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.37K+ 100.0% |
$283K - $332K
|
2.74K
$641K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.37K+ 7.89% |
$282K - $331K
|
18.7K
$4.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.36K+ 5.31% |
$281K - $329K
|
27K
$6.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.36K+ 0.91% |
$280K - $329K
|
150K
$35.2M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.35KNew |
$279K - $327K
|
1.35K
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.35K+ 1.39% |
$278K - $326K
|
98.2K
$23M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.34KNew |
$277K - $325K
|
1.34K
$314K
|