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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.04K+ 13.49% |
$215K - $253K
|
8.78K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.03K+ 4.11% |
$212K - $248K
|
25.9K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.02K+ 1.71% |
$210K - $246K
|
60.5K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.01K+ 2.85% |
$209K - $246K
|
36.6K
$8.56M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.01KNew |
$209K - $245K
|
1.01K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.01KNew |
$208K - $245K
|
1.01K
$237K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.01KNew |
$208K - $245K
|
1.01K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
999+ 3.36% |
$206K - $242K
|
30.7K
$7.19M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
999New |
$206K - $242K
|
999
$234K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
997+ 5.89% |
$206K - $241K
|
17.9K
$4.2M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
997+ 62.82% |
$206K - $241K
|
2.58K
$605K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
997+ 4.02% |
$206K - $241K
|
25.8K
$6.04M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
994New |
$205K - $241K
|
994
$233K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
993+ 0.73% |
$205K - $240K
|
136K
$31.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
983+ 18.93% |
$203K - $238K
|
6.18K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
969New |
$200K - $235K
|
969
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
969+ 32.9% |
$200K - $235K
|
3.91K
$917K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
969+ 0.38% |
$200K - $235K
|
255K
$59.8M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
963+ 20.11% |
$199K - $233K
|
5.75K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
953+ 18.87% |
$197K - $231K
|
6K
$1.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
942New |
$194K - $228K
|
942
$221K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
933+ 9.46% |
$193K - $226K
|
10.8K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
905+ 2.58% |
$187K - $219K
|
36K
$8.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
905+ 47.18% |
$187K - $219K
|
2.82K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
887+ 7.92% |
$183K - $215K
|
12.1K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
871+ 4.9% |
$180K - $211K
|
18.6K
$4.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
869+ 4.37% |
$179K - $210K
|
20.8K
$4.86M
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
867+ 90.69% |
$179K - $210K
|
1.82K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
864+ 13.03% |
$178K - $209K
|
7.49K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
861+ 0.83% |
$178K - $209K
|
105K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
860+ 19.61% |
$177K - $208K
|
5.25K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
857+ 92.65% |
$177K - $208K
|
1.78K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
856New |
$177K - $207K
|
856
$200K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
856+ 4.43% |
$177K - $207K
|
20.2K
$4.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
855+ 16.96% |
$176K - $207K
|
5.9K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
855+ 1.13% |
$176K - $207K
|
76.9K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
845+ 13.3% |
$174K - $205K
|
7.2K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
839+ 69.74% |
$173K - $203K
|
2.04K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
838+ 4.3% |
$173K - $203K
|
20.3K
$4.76M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
815+ 0.7% |
$168K - $197K
|
117K
$27.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
814+ 8.78% |
$168K - $197K
|
10.1K
$2.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
811+ 1.95% |
$167K - $196K
|
42.4K
$9.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
794+ 20.64% |
$164K - $192K
|
4.64K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
785+ 7.88% |
$162K - $190K
|
10.7K
$2.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
772+ 1.45% |
$159K - $187K
|
53.8K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
771+ 0.97% |
$159K - $187K
|
80.7K
$18.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
770+ 19.81% |
$159K - $186K
|
4.66K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
761+ 29.24% |
$157K - $184K
|
3.36K
$788K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
752+ 17.07% |
$155K - $182K
|
5.16K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
730+ 5.31% |
$151K - $177K
|
14.5K
$3.39M
|